Senior Finance Assistant

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: ₹30,000.00 - ₹75,000.00 per year

Work Location: In person