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Lead Finance Professional
2 months ago
Role: Lead Finance Professional
The Project Lead, Finance is a key role that involves interacting with program and project team members and their leaders. The Project lead will report to the Associate Director, Finance and support him/her in overseeing financial and MIS reporting functions including budget, financial statements, payables, payroll, banking and donor reporting. This person will also assist and provide support to the Finance team in building robust, seamless processes, effectively driving operations across CSF and managing the finance and administrative costs, working closely with numerous vendors and consultants.
Key Responsibilities:
- Financial Projection, Budgeting, Reporting and Management
- Work with CEO office to prepare the budget and fiscal projections Supervise budgets, documentation and analysis prepared by the team.
- Review contractual agreements between organisations and outside vendors and consultants, including managing and negotiating office and equipment costs
- Managing donor reporting by
- assisting CEO team in the submission of proposals,
- MOU signing,
- recording and issuance of receipts,
- donor reporting as per the agreed timelines & format
- providing any other information as & when required
- Oversee all functions of the accounting for portfolio organizations including
- accounting policies, systems and processes
- regulatory reporting requirements,
- payroll systems and processes,
- internal controls,
- ongoing financial modeling
- Audit & Compliance
- Ensure timely preparation and smooth audit of accounts with no qualification in the report by the statutory auditors as well as the donor auditors
- Review and supervise to ensure the legal and regulatory documents are filed and monitor compliance with FCRA, Income Tax, GST, Professional Tax, Provident Fund, NPS, etc. and other laws and regulations.
- Review, approve and ensure timely and accurate processing of payroll, accounts payable, accounts receivable, cash receipts, general ledger, and reconciliations
- Ensure financial records are maintained in accordance with Generally Accepted Accounting Principles, Accounting Policies, and grant/contract requirements, and monitor the use of all funds
- Prepare timely, accurate monthly, quarterly and annual internal/external financial and other meaningful ad hoc reports along with supporting documentation
- Investigate and explain material variances, highlight trends for management, and provide recommendations
- Develop and oversee accounting policies and procedures to meet both current and future business models and comply
- Support CEO office and various program/project teams with their financial queries and donor reporting
Required Qualifications, Skills, and Abilities:
- Accounting work experience of 6-9 years with good team leadership responsibilities and superb project execution
- A Bachelor's degree in business, accounting, finance, or related discipline
- Ability to analyze complex qualitative and quantitative data, craft possible solutions, and recommend actions
- Strong written and verbal communication skills, strong presentation skills
- Strong planning and organizational skills, and an ability to be able to set priorities, plan timelines and meet deadlines
- Ability to build and maintain positive and collaborative relationships both within and outside the organization, including with colleagues, partners, foundations, grantees, and education product/service providers
- Effectively communicate with people in potentially stressful situations.
- Ability to consistently meet daily, weekly and monthly deadlines.
- Demonstrated skills of influencing organization satisfaction
Desired Qualities:
- Drive to excel in every aspect of work with high level of innovation and strong perseverance
- Ability to be rational in taking smart risks and being nimble
- Ability to adapt and exhibit confidence in a highly evolving, agile and fast paced work environment
- High level of collaboration and consistent passion for work and a positive attitude
- Entrepreneurial spirit and can-do attitude
- Operating style suited to working in a small-organization setting, where teamwork and resourcefulness are highly valued
- Excellent leadership skills, including ability to manage multiple projects at a time
- Flexibility and collaboration skills
- Multitasking and time-management skills, with the ability to prioritize tasks
- Able to contribute positively as part of a team, helping out with various tasks as required
- Multiple leadership Stakeholder Management