Finance & Compliance Associate

Pahlé India Foundation (PIF); Delhi; On-site; INR 800,000 - 1,400,000; Full time

Job summary

Pahlé India Foundation (PIF) in Delhi invites applications for the role of Manager / Head – Finance & Administration. The position focuses on invoicing, receivables, reimbursement processing, financial record-keeping, and coordinating with the CA and statutory auditors to ensure compliance and timely donor reporting.

You will work with internal teams, banks, auditors and donors; maintain accurate financial records; assist year-end statements; and support statutory filings.

Qualifications

• B.Com (Essential); CA/MA preferred but not mandatory.
• 2–5 years of relevant experience in finance and accounts.
• Experience in NGO/think tank/CA firm preferred.
• Experience with Tally, Zoho Books or similar accounting software.

Responsibilities

• Raise invoices and follow up on outstanding invoices; record and track receivables.
• Review reimbursement claims and route for approval with complete documentation.
• Maintain systematic records of bills, vouchers and reimbursements.
• Prepare Utilisation Certificates (UCs) with CA; align with donor requirements.
• Coordinate with banks for day-to-day transactions and reconciliations.

Skills

MS Excel

Invoicing & receivables

Reimbursements

Financial record-keeping

GST & TDS understanding

Education

B.Com (Essential)

M.Com / MBA (Finance) preferred

CA Inter / CMA Inter / ACCA may be considered

Tools

Tally

Zoho Books

Job description

[Manager / Head – Finance & Administration]

Employment Type

Full-time

Experience Required

2–5 years

Pahlé India Foundation (PIF) is a leading public policy think-and-action tank that works at the intersection of research, policy implementation, and partnerships to drive India's inclusive development agenda. PIF collaborates with government, industry, philanthropy, and knowledge partners to design evidence-based solutions that foster a Viksit Bharat.

Role Summary

The Associate – Finance & Compliance will support the finance function of the organisation, with a focus on invoicing and receivables, reimbursement processing, financial record-keeping, and coordination with the Chartered Accountant (CA) and statutory auditors on compliance, donor reporting and year-end financial statements. The role requires accuracy, discretion in handling financial information, and the ability to coordinate effectively with internal teams, banks, auditors and donors.

Key Responsibilities

• Raise invoices and follow up on outstanding invoices; record and track receivables on an ongoing basis.
• Review reimbursement claims and route them for approval, ensuring supporting documentation is complete and accurate.
• Maintain systematic and up-to-date records of bills, vouchers and reimbursements.
• Prepare Utilisation Certificates (UCs) in consultation with the CA, in line with donor and grant requirements.
• Furnish financial information and documentation required by donors and grantees, in consultation with the CA.
• Support the CA and accountant in the preparation of the annual balance sheet, income and expenditure statement, and other statutory compliance filings.
• Coordinate with banks on day-to-day banking transactions, statements and reconciliations.

Educational Qualification

• B.Com (Essential); M.Com / MBA (Finance) preferred but not mandatory.
• Candidates pursuing CA (Inter), CMA (Inter) or ACCA may also be considered.
• Good academic record (60%+ preferred).

Experience

• 2–5 years of relevant experience in finance and accounts.
• Experience in a consulting firm, NGO, think tank, research institution or CA firm would be preferred.
• Experience with Tally, Zoho Books or similar accounting software.
• Experience working with statutory auditors and CAs.

Technical Skills

• Strong knowledge of MS Excel (Pivot Tables, VLOOKUP/XLOOKUP, basic financial reporting).
• Understanding of invoicing, receivables and reimbursements.
• Basic understanding of GST, TDS and accounting principles.
• Familiarity with grant management and utilisation certificates would be an advantage.
• Ability to maintain accurate documentation and financial records.

Other Attributes

• High level of accuracy, attention to detail and ownership of deliverables.
• Ability to handle confidential financial information with discretion.
• Good communication skills to coordinate effectively with auditors, banks and donors.
• Ability to manage multiple tasks and meet deadlines, especially around statutory filings and reporting cycles.