
Chief Financial Officer(CFO)-Chartered Accountant
3 days ago
Job Title: Chief Financial Officer (CFO) - Chartered Accountant
Experience: Minimum 5 Years (Post-Qualification)
Type: Full-Time Senior Leadership Role
Reporting to: Board of Trustees / Managing Director
Role Overview:
A strategic and experienced Chartered Accountant to join the leadership team as Chief Financial Officer (CFO), a senior position responsible for managing the school's entire financial ecosystem - including accounting, compliance, budgeting, fund management, and investment strategy.
The CFO will act as a key advisor to the board, ensuring long-term financial sustainability and overseeing responsible growth through strategic investments and cost-effective operations.
Minimum Qualifications & Experience:
- Qualified Chartered Accountant (ICAI).
- At least 5 years of post-qualification experience, with 2 years in a senior finance or leadership role.
- Proven experience in financial strategy, investment planning, and risk management.
- Proficiency in Tally ERP, MS Excel, and other accounting/finance software.
- Knowledge of statutory compliance, GST, TDS, PF/ESIC, audit procedures, and budgeting.
- Prior experience in education, non-profits, or mission-driven organizations preferred.
Key Strengths and Skills
Regulatory Compliance & Audit
- Ensuring compliance with all statutory requirements (Income Tax, GST, Companies Act, etc.).
- Ensure full compliance with all legal, tax, and regulatory requirements.
- Liaise with auditors, legal advisors, and regulatory authorities.
- Oversee payroll, PF, ESIC, TDS, GST returns and timely filings.
Financial Strategy & Management
- Experience in budget allocation and fee structuring for academic institutions.
- Present financial reports, insights, and projections to the Board of Trustees.
- Advise leadership on capital allocation, major purchases, and infrastructure expansion.
- Capable of projecting financial needs for infrastructure and expansion.
- Lead preparation of financial statements, budgets, and forecasts.
- Build and manage financial plans aligned with institutional goals.
- Set up strong internal financial controls and SOPs.
Investment & Fund Management
- Develop and implement a school investment strategy for reserves or endowments.
- Identify low-risk and tax-efficient instruments (e.g., FDs, bonds, mutual funds) aligned with liquidity needs and long-term growth.
- Monitor returns, market conditions, and risk exposure.
Leadership & Communication
- Able to collaborate with school leadership on financial strategy.
- Strong verbal and written communication for presenting reports to trustees or the board.
Process Optimization
- Implementing financial controls, automation of routine tasks, and improving reporting systems.
Teaching/Training Aptitude (Optional, but a Bonus)
- If desired, the CA could take occasional guest lectures or workshops for commerce/business students.
Preferred Traits:
- Strong leadership and decision-making skills.
- High integrity, accountability, and transparency.
- Strategic thinker with excellent analytical and presentation skills.
- Passion for education, impact, and ethical governance.
- Comfortable mentoring junior finance team members.
- Ethical and trustworthy, with a high degree of integrity.
- Analytical and detail-oriented.
- Proactive problem-solver.
- Team player with leadership potential.
- Comfortable working in an educational or semi-academic environment.
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