Chief Financial Officer - Education/Healthcare & Charitable Trust Group - CA

Finance Head / Chief Finance Officer (CFO) (Chartered Accountant Education, Healthcare & Charitable Trust Group)

Reporting To - Managing Trustee / Chairman / Board of Trustees

Location: Hojai , Assam

Organization Profile

The organization is a diversified group operating under a common banner with activities across:

- Schools and Educational Institutions

- Colleges and Universities

- Charitable Trusts and NGOs

- Hospitals and Healthcare Services

- Social Welfare and Community Development Initiatives

Qualifications:

The group seeks an experienced Chartered Accountant to lead the finance and accounts function, ensure statutory compliance, strengthen financial governance, and support strategic growth across all verticals.

Role Summary:

- Responsible for the overall financial management, accounting systems, budgeting, audit coordination, statutory compliance, taxation, fund management, and financial planning of the organization and its associated entities.

- The role requires strong leadership capabilities, experience in handling multi-entity operations, and sound knowledge of trust

accounting, educational institution finance, hospital accounting systems, taxation, and regulatory compliance.

Key Responsibilities:

Financial Management & Strategy:

- Develop and implement financial strategies aligned with organizational objectives.

- Oversee financial planning, budgeting, forecasting, and cash flow management.

- Monitor financial health and provide strategic recommendations to management.

- Ensure optimum utilization of funds across all institutions and trusts.

- Prepare MIS reports, financial dashboards, and analytical reports for management review.

Accounting & Financial Controls:

- Supervise accounting operations across schools, colleges, trusts, and hospitals.

- Ensure accurate maintenance of books of accounts and financial records.

- Establish internal financial controls and standard operating procedures (SOPs).

- Monitor receivables, payables, vendor payments, and institutional expenditures.

- Ensure timely preparation and consolidation of financial statements.

- Trust, NGO & Regulatory Compliance

Ensure compliance with:

- Trust Act provisions

- Charity Commissioner requirements

- Income Tax Act

- GST regulations

- FCRA provisions (if applicable)

- TDS and payroll compliances

- Handle registrations, renewals, and statutory filings for trusts and institutions.

- Coordinate with government authorities, auditors, bankers, and consultants.

Audit & Taxation:

- Lead statutory audits, internal audits, and tax audits.

- Coordinate with external auditors and ensure timely closure of audit observations.

- Oversee direct and indirect taxation matters.

Ensure timely filing of:

- Income Tax Returns

- GST Returns

- TDS Returns

- Audit Reports

- Regulatory submissions

Budgeting & Cost Control:

- Prepare annual institutional and departmental budgets.

- Monitor budget utilization and variance analysis.

- Implement cost optimization initiatives without affecting operational quality.

- Control hospital operational costs, educational institution expenditures, and administrative overheads.

Banking & Fund Management:

- Manage banking relationships and institutional financing.

- Monitor fund flow, investments, grants, donations, and utilization of charitable funds.

- Handle working capital management and financial risk assessment.

- Ensure proper fund allocation for ongoing projects and expansion plans.