Overview
Job Overview
The locational SPOC for EY’s Family Office Practice will play a critical role in overseeing and managing the relationship with location specific family offices. This individual should have a broad understanding of Indian Accounting Standards (related to accounting entries, books of accounts), Indian regulatory framework and compliance (RBI), SEBI, company secretarial matters and direct and indirect tax.
Key Responsibilities
– Have a PoV and general understanding of financial operations and direct financial planning and structure for family offices.
– Having client conversations related to compliances, including Indian Accounting Standards (related to accounting entries), tax and regulatory compliances, company secretarial related compliances and matters related to regulatory compliances.
– Understand MIS reporting systems, budgets, forecasts.
– Provide strategic recommendations to family office principals on financial matters.
– Coordinate with external auditors, relevant consulting teams and regulatory bodies to advise on compliance with all financial and legal requirements of the Family Office clients.
– Understand and work to engage with Family Offices/ principals on Digital Technology tools.
Qualifications
– Chartered Accountant (preferred). Alternatively, a degree in Finance, Accounting, or a related field (master’s degree preferred).
– Financial Controller in an Indian promoter led organisation or handing Family office matters preferably for Indian promoters.
– Ability to communicate effectively with all levels of the organization.
– Experience in leading and managing teams.
– Working knowledge of Tally, other financial software, and MS Office Suite.