Budgeting Forecasting: Prepare annual budgets and track variances to ensure financial discipline and alignment with organizational goals. Project Cost Management: Develop and maintain project cost sheets, ensuring accurate cost tracking and reporting. Tender Bid Support: Collaborate with business teams to review tender costs and optimize bids from a financial perspective. Financial Modeling: Create detailed financial models to support business bids and strategic decision-making. Standard Operating Procedures (SOPs): Develop SOPs for financial reporting to streamline processes and maintain consistency. Profitability Analysis: Prepare and present segment-wise profitability reports to provide insights into business performance. Financial Reporting Analysis: Work closely with management and business teams to deliver various financial reports and analyses, aiding in strategic planning and operational efficiency.

Financial Strategy & Planning Develop and execute financial strategies to drive business growth. Oversee budgeting, forecasting, and financial planning processes. Support strategic initiatives with financial insights and analysis. Regulatory Compliance & Governance Ensure compliance with SEBI, NSE, and BSE regulations. Maintain strong relationships with regulatory bodies Stay updated on changes in financial and brokerage regulations. Financial Operations & Reporting Manage day-to-day financial activities, including cash flow and liquidity management. Oversee financial reporting and ensure accuracy in financial statements. Implement strong internal controls and risk management frameworks. Leadership & Team Management Lead and mentor the finance team to ensure operational efficiency. Foster a high-performance culture and drive financial best practices. Collaborate with leadership to align financial goals with business strategy. Audit & Risk Management Implement and monitor internal controls to prevent financial risks. Coordinate audits and ensure timely financial reporting. Identify financial risks and develop mitigation strategies. Stakeholder & Investor Relations Manage relationships with investors, financial institutions, and key stakeholders. Present financial reports and strategies to the board and executive team. Qualifications: CA (Chartered Accountant) preferred or CFA/MBA in Finance. Prior experience in top Indian retail broking firms. Strong understanding of SEBI, NSE, and BSE regulations and compliance requirements.

Roles and Responsibilities Financial Reporting Compliance Ensure accurate and timely preparation of financial statements (PL, Balance Sheet, Cash Flow). Maintain compliance with IND-AS, IFRS, GAAP, and other accounting standards. Ensure adherence to statutory requirements (GST, TDS, Income Tax, etc.). Coordinate and manage statutory, internal, and tax audits. Handle corporate governance and regulatory reporting (RBI, SEBI) Taxation Compliance : Ensure timely and accurate GST, TDS, Income Tax, and other statutory filings. Work with consultants and auditors for tax assessments and dispute resolution. Optimize tax planning and compliance strategies for the organization. Accounts Payable Receivable Management Oversee vendor payments and ensure timely disbursement. Monitor customer invoicing, collections, and credit control to improve cash flow. Implement strong debt recovery mechanisms to minimize bad debts. Internal Controls Risk Management: Establish and maintain internal financial controls to prevent fraud and errors. Ensure proper documentation and record-keeping for all financial transactions. Identify and mitigate financial risks affecting the organization. Process Improvement Automation Implement ERP/accounting software for efficiency. Continuously improve accounting policies, procedures, and reporting mechanisms. Drive digital transformation in accounting and finance operations. Team Leadership Stakeholder Management Lead and mentor the accounts and finance team to enhance productivity. Collaborate with cross-functional teams (Finance, HR, Treasury, Operations, etc.). Provide financial insights to top management and external stakeholders. Requirements Chartered Accountant (CA) preferred. Strong knowledge of financial reporting, compliance, and taxation. Hands-on experience in ERP/accounting software. Ability to lead teams and interact with senior management.

Develop and execute long-term financial strategies aligned with the Company\u2019s vision and goals. Lead the preparation of five-year rolling plans, annual budgets, and financial forecasts. Provide actionable insights through monthly and quarterly financial reports, variance analyses, and sustainability projections. Accounting, Compliance & Controls Ensure timely and accurate accounting, reporting, and completion of statutory audits. Maintain compliance with legal and statutory requirements including the Companies Act, Income Tax Act, and FCRA. Implement and monitor strong internal financial controls across all operational units. Financial Systems & Reporting Oversee key financial functions including revenue collection, financial reporting, and payroll processing. Ensure all financial reports comply with regulatory standards and accepted accounting practices. Fund Management & Treasury Collaborate with the COO to manage funds, cash flows, and investments. Optimize capital deployment and maintain strong banking relationships. Risk Management & Legal Oversight Serve as the Risk Manager for the Company, including its managed units. Lead risk identification, assessment, and mitigation efforts across departments. Review and oversee legal contracts with third-party vendors and capital partners. Capital Projects Monitor the financial aspects of construction and infrastructure projects. Oversee fund utilization, tendering, contracting, and legal due diligence. Board Governance Support the Board of Directors. Uphold governance best practices and ensure transparent board-level financial reporting. Requirements Requirements Chartered Accountant (CA) or Cost and Works Accountant (ICWA/CMA) Additional credentials such as CS or MBA (Finance) are a plus. 1525 years of progressive financial leadership experience, ideally in the education, nonprofit, or service-driven sectors. Strong knowledge of statutory compliance, financial reporting, and risk management. Proven ability to lead cross-functional teams and manage complex financial systems. Excellent spreadsheet and database skills, with working knowledge of legal contracting.