Manager Finance- Controllership (CA Only)

ABOUT CENTRICITY WEALTHTECH

Centricity WealthTech is a fast-growing fintech startup reimagining wealth management and financial advisory services for the modern investor. With a mission to democratise quality financial planning, we operate at the intersection of technology and regulated financial services serving HNIs, family offices, and emerging-affluent segments.

ROLE OVERVIEW

We are looking for a hands-on Finance Controller to anchor our financial operations. You will own the complete accounting, reporting, and compliance framework — from day-to-day books to consolidated group financials and statutory obligations. This is a high-ownership role that requires both technical rigour and the agility to operate in a fast-paced startup environment.

KEY RESPONSIBILITIES

Financial Reporting & Closure

• Lead monthly books closure — P&L, balance sheet, and cash flow statements with accuracy and timeliness.
• Prepare standalone and consolidated financial statements in compliance with Ind AS / IGAAP.
• Drive quarterly and annual financial closures, including consolidation across group entities.
• Develop and maintain management reporting packs for leadership and the board.

Audit Management

• Serve as primary point of contact for statutory auditors; ensure clean, timely audit completion.
• Coordinate internal audits — scope definition, process walkthroughs, and closure of observations.
• Manage tax audits and transfer-pricing documentation where applicable.

Regulatory & Statutory Compliance

• Ensure full compliance with MCA filings, ROC returns, and Companies Act requirements.
• Manage SEBI compliance obligations relevant to the company's registered entity type (RIA / PMS / MF Distributor).
• Handle IRDA-related compliances if applicable to business lines.
• Oversee GST, TDS, advance tax, and income-tax filings and assessments.

Team & Process Leadership

• Lead and mentor a team of 2–3 finance professionals; set goals, review work, and build capability.
• Establish and enforce robust internal controls, SOPs, and finance process documentation.
• Identify opportunities for automation and process improvement using fintech tools and ERP systems.
• Partner with operations, product, and compliance teams on financial matters.

Treasury & Working Capital

• Monitor cash positions, fund flows, and working capital requirements.
• Manage banking relationships, vendor payments, and client settlement processes.

QUALIFICATIONS & EXPERIENCE

Mandatory

• Qualified Chartered Accountant (CA) from ICAI — first or second attempt preferred.
• 5–8 years of post-qualification experience in accounting, reporting, and compliance.
• Proven startup experience: ability to operate independently, wear multiple hats, and build from scratch.
• Demonstrated experience with consolidated financial statements across multiple entities.
• Hands-on experience with MCA / ROC, SEBI, and/or IRDA compliance frameworks.

Preferred / Added Advantage

• Prior experience in WealthTech, Fintech, NBFC, asset management, or financial advisory firms.
• Familiarity with SEBI-regulated entities (RIA, PMS, AMC) and their specific reporting obligations.
• Experience with ERP or accounting platforms such as Zoho Books, Tally Prime, or SAP B1.
• Exposure to fundraising support — financial data rooms, investor reporting, or due diligence.

SKILLS & COMPETENCIES

• Deep command of Ind AS, IGAAP, and applicable tax laws.
• Strong analytical skills with meticulous attention to accuracy and detail.
• Excellent communication skills to present financials clearly to non-finance stakeholders.
• Ability to work under tight deadlines and manage multiple priorities simultaneously.
• High ownership mindset with a problem-solving, process-improvement orientation.
• Integrity and discretion in handling confidential financial information.

WHAT WE OFFER

• A high-impact role with direct visibility to founders and senior leadership.
• Competitive compensation benchmarked to startup-stage finance roles.
• Opportunity to build and shape the finance function of a growing WealthTech firm.
• Fast-paced, collaborative, and intellectually stimulating work environment.
• Learning exposure across regulatory domains — MCA, SEBI, IRDA, and tax.