Job Openings Project Lead - Finance

About the job Project Lead - Finance

Position: Senior Project Manager / Project Lead, Finance

Location: Delhi

Position Summary

The Senior Project Manager (SPM) / Project Lead (PL), Finance is a key role that involves interacting with program and project team members and their leaders. The Project lead will report to the Head of Finance and support him/her in overseeing financial, legal and compliance functions including budgeting, MIS reporting, financial statements, donor management, payables, payroll and banking. This person will also assist and provide support to the Finance team in building robust, seamless processes, effectively driving operations across CSF and managing the finance and administrative costs, working closely with numerous vendors and consultants.

Required Qualifications, Skills and Abilities

  • Accounting work experience of 8 -10 years with good team leadership responsibilities and superb project execution

  • A Bachelor's degree in business, accounting, finance, or related discipline

  • Ability to analyze complex qualitative and quantitative data, craft possible solutions, and recommend actions

  • Strong written and verbal communication skills, strong presentation skills

  • Strong planning and organizational skills, and an ability to be able to set priorities, plan timelines and meet deadlines

  • Ability to build and maintain positive and collaborative relationships both within and outside the organization, including with colleagues, partners, foundations, grantees, and education product/service providers

  • Effectively communicate with people in potentially stressful situations.

  • Ability to consistently meet daily, weekly and monthly deadlines.

  • Demonstrated skills of influencing organization satisfaction



Desired Qualities

  • Drive to excel in every aspect of work with high level of innovation and strong perseverance

  • Ability to be rational in taking smart risks and being nimble

  • Ability to adapt and exhibit confidence in a highly evolving, agile and fast paced work environment

  • High level of collaboration and consistent passion for work and a positive attitude

  • Entrepreneurial spirit and ‘can-do’ attitude

  • Operating style suited to working in a small-organization setting, where teamwork and resourcefulness are highly valued

  • Excellent leadership skills, including ability to manage multiple projects at a time

  • Flexibility and collaboration skills

  • Multitasking and time-management skills, with the ability to prioritize tasks

  • Able to contribute positively as part of a team, helping out with various tasks as required

  • Multiple Leadership Stakeholder Management



Key responsibilities include but are not limited to


  • Financial Projection, Budgeting, Reporting and Management

    • Work with CEO office to prepare the annual budget and fiscal projections supervise budgets, documentation and analysis prepared by the team.

    • Quarterly review of Budget vs Actuals with reasons for variances beyond 5% documented for CEO / Board


  • Vendor / Partner Management or Procurement

    • Strengthen the procurement process framework comprising an empaneled vendor list, rate cards, verified track records

    • Review contractual agreements between organisations and outside vendors and consultants, including managing and negotiating office and equipment costs

    • Perform partner’s / vendor’s on-site review as part of due diligence


  • Audit & Compliance

    • Ensure timely preparation and smooth audit of accounts with no qualification in the report by the statutory auditors as well as the donor auditors

    • Review and supervise to ensure the legal and regulatory compliances across three pillars.

      • Statutory compliances: documents are filed and manage compliance with FCRA, Income Tax, GST, Professional Tax, Provident Fund, NPS, etc. and other laws and regulations

      • Donor compliances: Managing donor reporting by

        • assisting CEO team in the submission of proposals,

        • MOU signing,

        • recording and issuance of receipts,

        • donor reporting as per the agreed timelines & format

        • providing any other information as & when required

      • Internal compliances: Policy adherence, MIS reporting, etc.


  • Oversee all functions of the accounting for portfolio organizations including

    • Review, approve and ensure timely and accurate processing of payroll, accounts payable, accounts receivable, cash receipts, general ledger, and related reconciliations

    • Ensure financial records are maintained in accordance with Generally Accepted Accounting Principles, Accounting Policies, and grant/contract requirements, and monitor the use of all funds

    • Prepare timely, accurate monthly, quarterly and annual internal/external financial and other meaningful ad hoc reports along with supporting documentation

    • Investigate and explain material variances, highlight trends for management, and provide recommendations.

    • Develop and oversee accounting policies and procedures to meet both current and future business models and comply. Update the Finance Manual on timely intervals.

  • Support CEO office and various program/project teams with their financial queries and donor reporting

  • Establish a centralised contract management system for real-time visibility, self-serve access, and efficient administration




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