Finance Controller

**Job Title: Financical Controller**

**About Us**:
**The Policy Exchange**, founded by industry veterans with over 50 years of experience in the BFSI sector, aims to address the challenges faced by policy owners, insurance companies, and insurance agents in the Life Insurance Market. The company’s unique platform facilitates the transfer of pre-owned policies between policy holders and investors, ensuring continued life protection for policy holders and high returns for investors.

**Job Summary**:
We are looking for an experienced **Finance Controller**, ideally a **Chartered Accountant (CA)**, to lead and manage the financial operations of our organization. The Finance Controller will play a crucial role in overseeing financial reporting, budgeting, forecasting, internal controls, tax compliance, and financial strategy. This role demands a high level of technical expertise, attention to detail, and a strong ability to analyze financial data, while also providing leadership to the finance team.

**Key Responsibilities**:
**Financial Reporting & Compliance**:

- Oversee the preparation of accurate, timely, and compliant financial statements, including balance sheets, profit & loss, and cash flow statements in accordance with local regulations (e.g., GAAP, IFRS).
- Ensure compliance with all accounting and tax regulations, including timely filing of tax returns and management of audits.
- Lead the preparation of monthly, quarterly, and annual financial reports and present these to senior management and stakeholders, offering strategic insights based on financial data.

**Budgeting & Forecasting**:

- Lead the development of the company’s annual budget and financial forecasts in collaboration with department heads.
- Monitor actual financial performance against budget and provide explanations for variances, recommending corrective actions when necessary.
- Perform financial modeling and scenario analysis to support strategic business decisions.

**Internal Controls & Risk Management**:

- Establish and enforce robust internal controls to safeguard the company’s assets and ensure the accuracy of financial reporting.
- Evaluate and manage financial risks, ensuring that risks are mitigated through effective financial practices and policies.
- Oversee the design, implementation, and maintenance of internal accounting systems to ensure compliance with regulatory standards.

**Cash Flow Management**:

- Monitor and manage cash flow, ensuring the company maintains sufficient liquidity for operations and investments.
- Forecast future cash requirements and manage working capital efficiently.
- Oversee accounts receivable and payable functions to ensure timely collections and payments.

**Taxation & Regulatory Compliance**:

- Ensure compliance with corporate tax regulations and manage tax planning strategies to minimize liabilities.
- Liaise with external tax consultants or authorities to ensure that tax obligations are met, and provide advice on tax-efficient strategies.
- Keep up-to-date with changes in tax laws and financial regulations and advise management on their implications.

**Leadership & Team Management**:

- Lead, mentor, and manage the finance team to ensure effective financial operations.
- Foster a culture of continuous improvement and professional development within the finance team.
- Drive the efficient use of financial management systems and tools, providing training where needed to ensure smooth operations.

**Strategic Planning & Business Support**:

- Work closely with senior management to provide financial insights and recommendations that support business decisions.
- Analyze key financial metrics, identify trends, and offer recommendations to improve profitability and operational efficiency.
- Act as a business partner to other departments, providing financial expertise and advice on major business initiatives.

**Qualifications**:

- **Education**: Bachelor’s degree in Accounting, Finance, or related field.
- **Certification**: Chartered Accountant (CA) certification is a must.

**Experience**:

- Minimum of **5 years** of experience in finance, with at least **2 years** in a senior financial management role.
- Proven track record in financial reporting, budgeting, forecasting, and risk management.
- Experience with tax compliance, internal controls, and financial systems.

**Skills**:

- Advanced knowledge of financial management software (ERP systems, SAP, Oracle, etc.).
- Proficient in Microsoft Office Suite, especially Excel.
- Strong analytical, organizational, and problem-solving skills.
- Excellent communication and interpersonal skills, with the ability to present financial data to non-financial stakeholders.

**Desirable Attributes**:

- Strong leadership abilities and team management skills.
- Ability to work under pressure and meet tight deadlines.
- Strategic thinking with the ability to analyze and understand complex financial issues.
- High attention to detail and acc