Senior Finance Assistant

1 week ago

Bodakdev Ahmedabad Gujarat, India Zephyrnet Technosoft Full time ₹ 30,000 - ₹ 75,000 per year

Key Responsibilities

1. Financial Planning & Reporting

  • Develop and maintain financial models, forecasts, and valuation tools to support strategic planning.
  • Prepare cash flow projections, budget reports, and P&L summaries for senior leadership.
  • Consolidate and analyze financial performance across multiple campuses.
  • Track budget variances and provide actionable insights for cost control and revenue optimization.
  • Support reconciliation processes and intercompany transactions between Canadian and U.S. entities.

2. Investment Analysis & Support

  • Conduct investment research aligned with CFA principles, including fixed income, equities, and funds.
  • Evaluate IRR, NPV, and risk-adjusted returns for proposed investments and capital projects.
  • Monitor macroeconomic trends and assess their impact on institutional financial planning.
  • Assist in preparing investment briefs, dashboards, and committee materials.
  • Support development of investment policy, asset allocation, and risk management frameworks.

3. Executive & Institutional Coordination

  • Manage the Head of Finance & Strategy's schedule, meetings, and follow-ups.
  • Liaise with HR, Academics, Admin, IT, and Finance to ensure timely execution of strategic initiatives.
  • Prepare board decks, policy drafts, presentations, and formal correspondence.
  • Act as a gatekeeper and trusted partner, understanding high-level institutional priorities.
  • Coordinate communications across time zones between India-based teams and North American leadership.

4. Legal & Compliance Support

  • Assist in documentation for audits, licensing, and inspections by Canadian and U.S. regulatory bodies.
  • Coordinate with legal counsel, government agencies, and regulatory authorities.
  • Support due diligence in vendor selection, contract review, and capital expenditures.
  • Maintain compliance calendars and ensure audit readiness.

5. Project Management & Strategic Support

  • Monitor project timelines and action items across departments.
  • Support transition plans, organizational restructuring, and sensitive personnel matters.
  • Collaborate on capital planning, financial audits, and governance compliance.
  • Maintain confidentiality in handling sensitive information.

Qualifications

  • Bachelor's degree in Finance, Economics, Accounting, Business Administration, or related field.
  • CFA Level I (completed or currently pursuing); Level II preferred.
  • 2–4 years of experience in finance, investment research, FP&A, or executive support.
  • Prior experience supporting senior executives in education, government, or regulated industries preferred.
  • Strong understanding of professional communication, meeting coordination, and document handling.
  • Familiarity with ministry reporting, compliance requirements, and post-secondary institutional workflows.
  • Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint); experience with ERP/LMS tools preferred.
  • Exceptional organizational skills, discretion, and ability to manage multiple priorities under pressure.
  • Strong analytical and financial modeling skills, including pivot tables, charts, and sensitivity analysis.
  • Experience working with Canadian or U.S.-based organizations or clients is strongly preferred.

Job Type: Full-time

Pay: ₹30, ₹75,000.00 per year

Work Location: In person

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