Website:
neo.group
Job details:
About the Role
The candidate will be a critical member of the Finance function, owning the completeness and accuracy of the books. The role combines deep technical accounting with hands-on regulatory compliance, audit management, and process ownership — and offers direct visibility to the Group CFO.
This is a high-accountability role, suited to a CA who has built strong technical depth in their early years and is now ready to take full charge of a business unit's financial control environment.
What You Will Own
1. Books & Period-End Close
- Own the complete and accurate general ledger for assigned entities / verticals — from source transactions to trial balance.
- Drive a disciplined month-end close process: accruals, provisions, prepayments, intercompany eliminations, and ledger scrutiny completed within defined timelines.
- Maintain a zero-surprise posture — all material balances must be reconciled, aged items explained, and open items resolved proactively.
- Prepare entity-level MIS packs and financial dashboards for the Financial Controller and CFO on a monthly basis.
2. Financial Statements & Statutory Audit
- Independently prepare standalone Ind AS financial statements (Balance Sheet, P&L, Cash Flow, Notes to Accounts) for assigned entities.
- Own the statutory audit relationship for assigned entities — manage Big 4 / category I auditor queries, drive audit closures as per audit calendar, and target zero re-opening of closed items.
- Ensure correct application of relevant Ind AS standards: Ind AS 109 / 113 / 107 / 32 for financial instruments; Ind AS 115 for revenue; Ind AS 116 for leases; Ind AS 12 for taxes and all other relevant Ind AS applicable to the vertical.
- Support Group consolidation by providing accurate entity numbers, related-party schedules, and elimination entries on time.
3. Internal Financial Controls (IFC)
- Design, document and operate the IFC framework for the vertical — covering financial reporting controls, transaction-level controls, and IT-dependent controls within Oracle Fusion.
- Maintain risk-and-control matrices (RCMs); ensure all key controls are periodically tested and results documented.
- Track audit observations (statutory and internal) for the vertical; own closure within committed timelines; escalate systemic gaps to the Financial Controller and Group CFO.
- Support the Group's Internal Auditor during periodic reviews — prepare schedules, respond to queries, and implement recommendations.
4. Regulatory & Tax Compliance
- Ensure correct direct tax treatment is reflected in the books — TDS (194A / 194H / 194J / 194C / 194LD as applicable), advance tax provisioning, and deferred tax accounting (Ind AS 12).
- Manage GST compliance for assigned entities: output tax determination, ITC eligibility, blocked credits, RCM applicability, and reconciliation of GSTR-2B vs. books.
- Liaise with the Tax Head (HF) for Income Tax return inputs, tax audit schedules, and transfer pricing documentation where applicable.
- Support compliance with applicable sectoral regulations.
5. Treasury & Asset Class Accounting
- Book and reconcile daily treasury trades across applicable asset classes — listed bonds, equity, F&O, commodities, AIFs, unlisted securities, structured products.
- Apply correct Ind AS 109 classification (FVTPL / FVOCI / Amortised Cost) at instrument level; maintain documentation of business model assessment and SPPI test outcomes.
- Reconcile MTM valuations against FIMMDA / FBIL / CRISIL prices; maintain a valuation methodology note approved by the CFO and Statutory Auditor.
- Produce a daily treasury P&L and position report for the CFO / Treasury Head; flag breaks, limit breaches, or valuation anomalies same-day.
6. Process Improvement & Automation
- Identify and eliminate manual, repetitive tasks in the close and reporting cycle — build Excel automation (macros, Power Query) or work with the AI Lead to deploy agent-based solutions.
- Actively participate in Oracle Fusion enhancement initiatives; raise system gaps via the Financial Controller and own UAT for changes affecting assigned entities.
- Document all key processes in standard SOPs; ensure SOPs are version-controlled and handed over as part of onboarding / succession.
What We Are Looking For
Non-negotiable
- Chartered Accountant — first attempt strongly preferred.
- Minimum 2 years post-qualification experience in BFSI sector, preferably in multi business, multi entity set up with exposure in Prop Trading, Asset Management, Wealth Management, NBFC, broking, treasury, or Big 4 FS practice.
- Hands-on experience in preparation of Ind AS financial statements and independent management of statutory audit — not just support / assistance.
- Solid working knowledge of Ind AS standards relevant to the vertical (Ind AS 109 / 113 / 107 / 32 for markets role and other relevant Ind AS across all roles).
- Strong command of direct and indirect tax compliance — TDS, advance tax, GST, deferred tax.
- Advanced Excel: macros (VBA), Power Query, array / dynamic formulae, pivot-based MIS models.
Strongly preferred
- Exposure to Oracle Fusion or a comparable ERP (SAP / Tally Enterprise) in a multi-entity environment.
- Working knowledge of IFC frameworks under Companies Act 2013 / ICAI guidance.
- Familiarity with SEBI AIF / NBFC-ML / IRDAI regulations as applicable to the vertical.
- Experience handling Big 4 statutory auditors independently.
Behavioural attributes
- High ownership — treats the books as their own; does not wait to be asked.
- Process-first mindset — documents before doing; builds for scale, not just for today.
- Automation appetite — curious about digital tools; willing to invest time learning new platforms.
- Precision under pressure — delivers accurate numbers on time even during peak close / audit cycles.
- Straight communicator — surfaces bad news early, escalates the right things, comfortable saying no when a transaction is non-compliant.
Why This Role
- Exposure to a regulated, multi-entity financial services group spanning — breadth that is rare at this level.
- Direct line of sight to Group CFO.
- Active build-out of AI and automation capability within Finance — early movers will shape how the function operates.
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