Chief Financial Officer – CA Link Success

The Corporate Institute; Mumbai; On-site; INR 4,500,000 - 6,000,000; Full time

Job summary

The Corporate Institute in Mumbai invites an experienced Head of Finance & Accounts to lead the finance function, driving planning, reporting, treasury, and compliance across the organisation. You will steer annual budgeting, long-term financial planning, and performance analysis, while ensuring accurate books, statutory compliance and strong governance.

Lead a high-performing team, partner with other departments for forecasting and cost optimisation, and provide strategic financial advice to

Qualifications

• Qualified Chartered Accountant with extensive listed entity experience.
• 20+ years in finance with senior leadership 15–18 years across Treasury, Controllership, FP&A, Accounts, Consolidation & reporting.
• Exposure to Legal and secretarial preferable.
• Strong business partnering and cost pricing experience.

Responsibilities

• Lead, mentor and develop the finance team.
• Oversee treasury, accounting, tax and payroll functions.
• Ensure statutory compliance, reporting as per applicable standards.
• Drive budgeting, forecasting, and long-term financial planning.
• Provide strategic financial advice to CEO and leadership.

Skills

Financial planning

Budgeting

Financial modelling

Leadership

Strategic advisory

Business partnering

Education

Chartered Accountant

Job description

Head Finance & Accounts

Business Planning:

• Key inputs for delivering the 4 year business plan, budgets, and control systems.
• Provide strong lead for managing the key trends and indicators such as profitability, margin management etc.

Financial Planning and Reporting:

• Ensure financial statements, balance sheets, cash flow reports, and budgets etc.
• Foster smooth working relationships with other departments for budget preparation and forecasting.
• Provide periodic financial data for long-term financial planning and provide trends through financial analysis.
• Identify potential financial issues with current or potential impact and offer advice/solution.
• Review contractual obligations to ensure consistency with overall financial objectives, plans and compliance.

Accounting & Department Oversight:

• Ensure smooth operation of the department to ensure efficient and accurate processing of financial transactions – accounts payable, receivable, cash disbursement, payroll etc.
• Implement system and process improvements to improve efficiency and accuracy.
• Provide strong leadership to the department and build an effective team.

Compliance, Internal Controls and Audits:

• Establish internal control procedures and ensure appropriate checks and balances are in place.
• Ensure compliance of statutory dues and returns filing of Income Tax, TDS, profession Tax, GST etc.
• Keep abreast with relevant State/National Laws and other laws that govern Charitable Institutions – income tax rules, GST rules, profession tax, PF etc. and ensure compliance.
• Oversee Internal and Statutory Audits and liaison with relevant consultants/statutory bodies.

Project Finance & Collaborations:

• The role is expected to provide support which includes project finance, dealing with Banks, large scale vendors, processing substantial disbursements, and occasionally support procurement of material etc.
• Collaboration with institutions of repute abroad, and the (i) communication, (ii) International Tax, and (iii) Digital skills.

Key Responsibilities:

1. Financial Planning & Analysis:

• Lead annual budgeting, forecasting and long-term financial planning.
• Evaluate new projects and business opportunities through financial modelling, feasibility and ROI analysis.
• Prepare financial models, MIS and presentations for management, investors and lenders.
• Monitor financial KPIs and provide regular performance reports to the CEO and Board.

2. Financial Operations:

• Oversee accounting, finance, treasury, tax and payroll functions.
• Ensure accuracy and integrity of books of accounts, including GL, AR, AP and inventory.
• Ensure timely preparation of financial statements as per Ind AS.
• Manage cash flow, working capital, collections and payments.

3. Tax & Regulatory Compliance:

• Ensure compliance with Income Tax, GST, RBI and other applicable regulations.
• Oversee tax returns, payments, GST refunds and statutory compliance.
• Provide tax advisory for business decisions and support tax planning.
• Support the US parent company with tax returns and related financial matters.

4. Treasury & Banking:

• Manage banking relationships and financial institutions.
• Lead debt/equity financing and fundraising activities.
• Negotiate financing terms and optimize cost of funds.
• Oversee cash management, foreign exchange and financial risk management.

5. Investor & Stakeholder Management:

• Prepare investor presentations and fundraising materials.
• Manage relationships with investors, lenders and key stakeholders.
• Represent the company in investor meetings, fundraising discussions and roadshows.

6. Team Leadership:

• Lead, mentor and develop the finance team.
• Drive recruitment, training and performance management of finance professionals.
• Build a high-performance, accountable and collaborative finance function.

7. Strategic & Business Advisory:

• Provide financial and strategic advice to the CEO and executive leadership.
• Identify financial risks, opportunities and areas for cost optimisation.
• Support business growth, investment decisions and strategic planning.
• Contribute to the development and execution of the company’s overall business strategy.

Note:

• The scope of responsibilities may be expanded or revised from time to time at the discretion of the Company.

The Person:

• Qualification: Chartered Accountant.
• Experience: Experience of working in a finance function of a listed entity for about 18 – 22 years.
• Overall Senior Leadership experience of 15 – 18 years covering broad areas such as Treasury, Controllership, FP&A, Accounts, Consolidation & reporting and taxation. In addition, exposure to Legal and secretarial would be preferable.
• Good business partnering experience and exposure of supporting businesses across costing, pricing, segment/BU Competencies.