Finance Advisor

Peepul India; New Delhi; On-site; INR 1,200,000 - 1,800,000; Full time

Job summary

Peepul India seeks a Finance Advisor to provide financial oversight, budgeting and donor reporting across programmes. You will strengthen financial planning, project accounting and internal controls while ensuring compliance with donor requirements and applicable laws.

The role collaborates with Finance and programme teams to optimize resource use, prepare MIS and dashboards, and drive governance reporting. Experience in NGO finance and FCRA is highly valued; India-based position in Delhi.

Qualifications

• Postgraduate Degree in Finance.
• 7+ years of relevant experience, preferably including NGO development work.
• Strong budgeting, financial analysis, project accounting and management reporting experience.
• Good understanding of FCRA, Income Tax and NGO statutory compliance.
• Donor-funded project experience is highly desirable.
• Strong ERP experience, preferably with implementation and process improvement.

Responsibilities

• Coordinate annual budgeting with programme and support functions.
• Review programme and donor budgets for alignment with priorities.
• Develop budgeting assumptions and costing methodologies.
• Monitor expenditure against budgets and provide variance analysis.
• Provide financial advisory support across grant/project lifecycles.
• Review donor budgets, terms, cost eligibility and reporting.
• Prepare monthly/quarterly financial MIS for management.
• Develop finance dashboards and reporting dimensions.
• Ensure adherence to accounting policies and internal controls.
• Support ERP-driven finance workflows and automation improvements.
• Review audit schedules and manage audit readiness.

Skills

Budgeting

Financial analysis

Management reporting

Advanced Excel

Financial modelling

Education

Postgraduate Degree in Finance

Tools

ERP systems

Excel

Job description

Job Summary

Nature of employment: Full-time

Reporting to: Finance - Lead

Location: Delhi

Role Overview

The Finance Advisor will provide financial oversight, analysis and advisory support to the organisation and programme teams. The role will strengthen financial planning, budgeting, project financial management, internal controls, compliance, donor reporting and financial decision-making. The Finance Advisor will work closely with the Finance Team and programme team to ensure that financial resources are planned, utilised and reported effectively, efficiently and in accordance with organisational policies, donor requirements and applicable laws.

Responsibilities

• Coordinate the annual budgeting process with programme and support functions.
• Review programme budgets, donor budgets and organisational budgets for completeness, reasonableness and alignment with strategic priorities.
• Develop budget assumptions and costing methodologies.
• Monitor actual expenditure against approved budgets and provide variance analysis.
• Provide financial advisory support to programme teams throughout the grant/project lifecycle.
• Review donor budgets, financial terms, cost eligibility and reporting requirements.
• Monitor project-wise and donor-wise expenditure.
• Support preparation and review of donor financial reports and utilisation certificates.
• Ensure financial reporting is consistent with donor agreements and organisational accounting policies.
• Prepare and review monthly/quarterly financial MIS for management.
• Analyse expenditure trends, budget utilisation, programme cost structures and variances.
• Provide meaningful financial insights.
• Develop financial dashboards and management reports.
• Ensure financial policies, SOPs and control mechanisms.
• Evaluate adequacy of controls relating to procurement, payments, payroll, assets, advances, travel and programme expenditure.
• Identify control weaknesses and recommend corrective actions.
• Support implementation of risk-based financial controls.
• Ensure compliance with delegation of authority and approval mechanisms.
• Support governance reporting to the leadership team, Finance Committee and Board, as applicable.
• Oversee financial aspects of statutory and regulatory compliance.
• Review compliance relating to TDS, GST, PF ESI, Income Tax and other applicable regulations.
• Provide oversight on FCRA accounting, utilisation, reporting and documentation.
• Ensure proper segregation and tracking of restricted, unrestricted and foreign contribution funds.
• Coordinate with statutory, internal and donor auditors.
• Review audit schedules, financial statements and supporting documentation.
• Analyse audit observations and recommend corrective measures.
• Monitor closure of audit findings.
• Strengthen audit readiness across the organisation.
• Provide functional inputs for ERP implementation and optimisation.
• Review finance workflows, chart of accounts, project/cost-centre structures and reporting dimensions.
• Identify opportunities for automation and process improvement.
• Ensure appropriate financial controls are embedded within ERP workflows.
• Support development of finance MIS and dashboards.
• Build finance capability among programme and support teams.
• Conduct training on budgeting, financial procedures, documentation and compliance.
• Promote a culture of financial accountability across the organisation.
• Provide financial inputs for operational decisions.
• Support management in assessing financial risks associated with new initiatives.

Key Deliverables

• Timely and reliable management financial reports.
• Effective annual budgeting and periodic forecasting.
• Strong budget and grant monitoring systems.
• Improved financial controls and compliance.
• Timely and accurate donor financial reporting.
• Audit readiness and timely closure of audit observations.
• Effective ERP-enabled financial processes.
• Strong financial capability within programme teams.

Qualifications and Requirements

• Educational background: Postgraduate Degree in Finance.
• We value both professional and personal experience.
• Candidates with 7+ years of relevant experience, preferably including experience in the development/NGO sector.
• Strong experience in budgeting, financial analysis, project accounting and management reporting.
• Good understanding of FCRA, Income Tax and other statutory compliance applicable to NGOs.
• Experience in donor-funded projects is highly desirable.
• Strong ERP experience, preferably with implementation/process improvement exposure.
• Advanced Excel and financial modelling skills.
• Preferred Experience: Prior exposure to NGO/development-sector finance, FCRA and donor compliance, multi-donor or project financial management, ERP implementation, internal audit and risk-based controls, budgeting and financial modelling, Board/Finance Committee reporting, or managing/mentoring finance teams will be an added advantage.