Total 14 Finance / Banking / Insurance job vacancies in ., Delhi

Top 3 Reasons To Join Us

• Competitive Salary
• 100% Remote
• Working on the latest tech for the Insurtech Market Leader

About Us

At CoverGo, our mission is to empower all insurance companies to make insurance 100% digital and accessible to everyone.

• We are a leading global no-code insurance platform for health, life, and P&C
• We’re the winner of the Insurtech of the Year in all of Asia and other awards globally
• We work with insurance enterprise clients such as AXA, Bupa, MSIG, Dai-ichi, Bank of China Group Insurance, and many more
• We're an international, diverse team of over 120 people with 30 nationalities and team members working remotely from all over the world
• We are fully funded and backed by reputable VC funds and strategic institutional investors
• We have a global presence in Asia, EMEA and the Americas
• We’ve grown our annualized revenue by over 30x since January 2021
• We’re constantly working towards making CoverGo a workplace that you love coming to. We deeply believe that bringing together a diversity of thoughts, expressions, and perspectives is key to building the best culture for equally diverse communities all over the world

What You Will Do:

CoverGo is looking for a Pre-Sales Business Analyst that will provide support for sales activities and delivery teams, working with the solutions architects, writing proposals, solutions overviews and value propositions, translating these into offerings for delivery and then presenting them to the clients. You will therefore assist the sales team in the sales conversion process, answer RFPs, and configure simple proof of concepts of the CoverGo platform.

• Requirement Gathering and Analysis - Attending discovery calls with the sales team, understanding, analyzing, and clarifying the requirements, detailed scoping of requirements.
• Research & Solutioning - Technical solutions identification as per the business goals & requirements expressed by the client, and based on the CoverGo platform features.
• Effort & Cost Estimation - Collaborating and discussing with the engineering & delivery teams to prepare the effort estimations and best solution for clients.
• Demo & Proof of Concept preparation - Build & configure insurance products of clients in the CoverGo platform, and demonstrate such platform capabilities & features to clients.
• Presentation - Preparing techno-commercial proposals and assisting the sales team during presentation to the clients.
• Once deals are closed won by the sales team, assist on the handover process with the delivery team and lead the project kick-off meeting.
• Develop customer’s staff usage of the platform by providing technical information and training.
• Any other task that may be assigned

What We Need:

• Bachelor's degree in Insurance, Technology, Business Administration, and/or a related field.
• 2+ years experience in pre-sales or sales activities
• Strong experience working in the insurance or insurtech industry is a must.
• Exceptional presentation and communications capabilities in both written and verbal English is a must
• Confidence in presenting to a highly skilled and experienced audience, including enterprise architects and C-level executives.
• Experience participating in successful projects with cross-functional teams.
• Agile/Scrum framework for project planning & release management experience.
• Ability to understand complex systems and related data to surface actionable insights, demonstrate sound judgment and decision-making skills.
• Basic understanding of technical development cycle of a mobile application, enterprise SAAS and/or web portals.
• Business analysis skills including facilitation, process documentation, requirements gathering and user acceptance testing.
• Strong organizational/time management skills to prioritize work and meet deadlines within defined timeframes.
• Performing/interpreting requirement analysis to identify value creation opportunities for clients.

Why You'll Love Working Here

• Fully Remote
• Flexible Leave
• International Environment
• Competitive remuneration package
• Performance Bonus
• Stock Options after 6 months
• Company activities and events
• Learning and development plan

CoverGo Company Video

This is a 1 year fixed-term role in  CIFF’s India Climate Programme team, accountable for strategy development, leading on a number of significant programmes and programme implementation.

This includes, but is not limited to, taking leadership on India climate portfolio – clean energy transition in power sector, air quality, sustainable cooling, electric mobility, climate resilient agriculture, climate smart cities, and on the intersection of all the sectors at the sub-national level and taking a long-term view on what strategies, solutions, and partnerships are needed to deliver accelerated and reinforcing action.

The role will provide support to senior management and leadership for the large and growing India Climate portfolio and provide strategic direction for existing and future investments to ensure CIFF’s leadership on climate in India among other foundations and funders.

The role will include management of a high-quality portfolio of investment proposals and active programmes ($80-90 m direct, pipeline of $20m) that contribute to the delivery of the climate India team priorities and meet the corporate objectives of the CIFF Board.

This role will provide thought leadership on ‘India in the World’ programmes that leverage India’s strategic leadership in climate globally. Finally, implement cross-regional initiatives (for eg. electric mobility) in consultation with the wider team.

This position is based in CIFF’s Delhi office and may involve national and global travel.

Role’s responsibilities

Throughout the year

• Provide up-to-date, professional advice to the Director, Climate India and Executive Director (ED) India on national and sub-national development and economic insights and related issues, to support the development of Foundation strategies, and risk compliance in coordination with External Affairs and Communications team.
• Support corporate, cross-cutting initiatives and projects including CIFF Voice, and take the lead on some as required by the ED India and Director, Climate.
• Provide compelling, consistent and united support to the leadership team which creates clarity for all staff in the team and builds a sense of shared accountability for its success and that of the organisation.
• Lead in delivery of Clean Growth Mission and input into the development and delivery of other relevant Missions of the Climate and the India teams in collaboration with other team members.
• Prepare and present high-quality analysis and research for the Board/PICC, as required, to support determining future strategic priorities and setting operational plans.
• Lead the production of programme strategy and the associated evidence base, guiding and coaching other members of the climate team to provide relevant inputs, prior to a proposal’s submission for approval.
• Develop and maintain excellent external relationships within the sector specialism, acting at all times as a corporate ambassador for CIFF, to help build the organisation’s reputation and profile as a professional, visionary and collaborative philanthropy.
• Support CIFF Leadership to establish and nurture strategic partnerships with critical government stakeholders and co-funders
• Proactively identify and manage reputational and compliance risk from with the portfolio. Ensure relevant due diligence and risk management practices are applied across the portfolio and at every stage
• Deputise for Director Climate, as required.

In the first six months

• Lead on the development of strategies and investment related to sectoral climate action, based on business plan 2025-2026
• Lead on implementation of and place based (sub-national) climate action.
• Horizon scan to focus on the funding needs and field capacity/skills needed to win over the next 2-5 years.
• Act as focal point for leading the implementation of the guidelines for CIFF's internal Just Transition Strategic Framework across CIFF’s climate Missions, and coordinate with other relevant team for inclusion of principles as part of the equity toolkit.

In 6-12 months

• Personally manage a portfolio of active programmes in India with a value c. $48m (Drive Electric, Low-carbon Cities, Clean Air, Sub-national) and India in the World investments c.$8m; and develop an active pipeline of potential investments (as Mission), in accordance with the sector priorities and business plan.
• Maximise the value of CIFF India’s overall portfolio, especially leading on sectoral programmes on electric mobility, clean air, low-carbon agriculture, and power sector and assume responsibility for ensuring development and delivery of Sub-national Climate Action programmes, including existing and new investments.
• Lead on global initiatives through direct management of ‘India in the World’ programme on International Solar Alliance and other initiatives to demonstrate global reach of CIFF India’s work and well-coordinated engagement/feedback with the wider CIFF Climate team.
• Against key corporate and / or sector team indicators and targets, monitor and report internally on the performance of assigned portfolio.
• Conduct annual programme review of portfolio assigned and instigate course correcting action when targets are not being met or investments are not delivering as expected.
• Lead accountability for applying due diligence and risk management protocols appropriately throughout the development and delivery of proposals and programmes, to ensure the interests and reputation of the Foundation are protected.
• Conduct structured feasibility analysis on investment proposal in accordance with business plan to ensure they are based on logical and robust assumptions, which can withstand scrutiny from the Executive Team (ET) and CIFF Board.
• Lead work either with sector colleagues or independently, to prepare summary reports, board reports and portfolio investment reports with respect to India portfolio assigned, ensuring these are produced to a high-standard and in a timely fashion, often within tight timeframes.
• Lead the development of grant agreements, to forecast and process grant payments and to enable effective grant management and reporting within the organisation.
• Leading on identifying and embedding appropriate monitoring and evaluation processes to all proposals and programmes.
• Conduct regular reviews of the progress and performance of programmes under delivery to identify problems and delays, and work with partners to develop effective solutions (escalating to more senior colleagues for support and intervention, where required).
• Identify opportunities and options for improving processes, procedures and programme management approaches within (and beyond) the team, to support increased organisational efficiency and effectiveness.

Sector knowledge and profile-building

• Be CIFF’s subject matter expert on India climate, keeping abreast of developments, establishing appropriate information gathering networks and channels to deepen professional knowledge and skills, and sharing knowledge appropriately across the CIFF climate matrix structure.
• Through this credibility proactively contribute to the development of thought leadership, PR, marketing and information materials, to support CIFF’s ambitions to scale-up, mainstream and leverage additional support for its initiatives, with minimal Director oversight.

Stakeholder and partner management

• Conduct rigorous research and evaluation of potential partners, using agreed corporate protocols and techniques, to assess their suitability and credentials for collaborating on CIFF initiatives.
• Apply CIFF’s agreed account management disciplines and approaches in all dealings with programme partners and stakeholders, to ensure productive and professional relationships are maintained in a coordinated and strategic manner.
• Lead the design and execution of strategies to strengthen CIFF’s partnerships to enable adoption, replication, co-funding or scaling-up of CIFF’s Sub-national Climate Action initiatives. This will include engaging with multi-funder coordination mechanism for effective programme delivery.
• Leading to bring the ecosystem of partners to align with the common theory of change to align on thought partnership to advance the climate mission
• With a variety of external audiences, develop and maintain strong partnerships and act as a knowledgeable resource about CIFF’s programmes and priority areas.

Membership and leadership of the team

• Be a role model to less experienced team members, demonstrating CIFF’s leadership behaviours and providing mentorship to aid their growth.
• Adopt a coaching approach with colleagues which instils a culture of openness and trust, embraces diverse thinking, and encourages continuous improvement and learning – particularly on land-use and finance.
• Working with other teams within the India team and other locations to deliver across missions.

Skills & Experience

• Demonstrable experience in energy/climate policy or programme management at national or sub-national level, ideally in an area relevant to clean energy transition.
• Experience of working with government systems and/or experience policy and programme management of public agencies, private sector organizations or donor organisations.
• Experience of working in/with the NGOs or the philanthropy sector or bilateral/multi-lateral institutions.
• Experience of working in India at national and sub-national level on clean energy transition.
• Skilled in relationship building and strengthening; able to influence others and work collaboratively, uniting groups with a shared purpose, experience of working with stakeholders of all levels (including very senior), internal and external stakeholder management.
• Strategic and systems thinker, able to think innovatively and creatively but with a pragmatic and solution-orientated mindset.
• Demonstrable experience in analysis and due diligence; policy, planning and programme delivery, including field experience, all within the environment/development sector.
• Knowledge of the evidence bases pertaining to programme design and implementation, and belief in the importance of evidence-based decision making.
• Working knowledge of impact measurement and programme monitoring and evaluation.
• Ability to analyse an organisation’s strength of management, vision and adaptive capacity. Ability to recruit, guide, influence and/or advise management teams to effectively implement programmes.
• Effectively champions and promotes causes – credible and professional, they always present the Foundation’s programmes in a compelling way to engage the audience.
• A proven self-starter, who works with pace and resilience.
• English is CIFF’s business language – we expect all of our people to display outstanding verbal and written communication skills across all aspects of their role.
• Capacity to work in a range of cultural and socio-economic contexts, adapting style and approach appropriately and in a culturally sensitive manner to maximise effectiveness.

Key working relationships

• CIFF Board members
• Other CIFF teams – particularly functional teams (e.g., legal, HR, finance, strategic affairs)
• Co-funders
• Global institutional partners/stakeholders
• National and international NGOs
• National governments, state governments and local NGO partners in priority geographies
• Research and academic institutions active within sector specialism

Management dimensions

• Responsibility for personal portfolio c. $56m and a pipeline of c.$10m/yr and delivery targets
• Contributes to the effective performance of the sector’s whole portfolio and CIFF India Office
• Support Senior Programme Officer/Programme Officer.

The starting salary for this role is INR 51,61,810 - This is a 12 Month Fixed Term Contract.

Alongside a competitive salary, we offer a generous benefits package here at CIFF that includes, but is not limited to the following:

• Annual leave - 25 days per annum.
• Bonus - CIFF currently operates a discretionary bonus scheme.
• Training allowance
• Wellbeing allowance
• Life insurance
• Medical insurance

Please submit your application on or before 16th October 2024.

KEY OPERATIONAL RESPONSIBILITIES

Operational

ADMINISTRATIVE RESPONSIBILITIES

• Respond to queries, by resolving issues in a timely and efficient manner to ensure customer satisfaction.
• Ensure that all personnel are kept well informed of department’s objectives and policies.

TECHNICAL RESPONSIBILITIES

• To (periodically) assess new and existing customers using all available (financial) data, ensuring the risk assessment is compliant with the corporate credit policies and procedures.
• To improve the efficiency of the collection process by putting proper control tools in place.
• Monitor and report bad debt losses and provide insight into current bad debt risk and possible reduction of it.
• To ensure that proper reporting, control and management tools and procedures for the credit and cash collection department are in place and enforce the adoption of the credit policy within the organization.
• Supervise cash collection and ensure daily deposition in bank.
• To supervise and coach/motivate cash collectors to enhance efficiency and maximize results ensuring credit and cash goals are achieved.
• Recommend and implement credit & risk management strategies ensuring optimal use of available solutions/instruments reducing collection risk.
• Responsible for performing the various activities as per the standards:
• Timely collection of all receivable accounts.
• Billing of advance deposits for groups.
• Maintain direct bill log.
• Approve/Deny direct bill requests.
• Ensure that all requested or assigned reports are completed on time and as per the standards.
• Use effective and professional communication to ensure that the department functions properly and associates interface with one-another for effective execution in planning and operations.
• Ensure proper tracking of follow up are documented.
• Ensure regular credit meetings are conducted with all stake holders
• Tracking of foreign exchange earnings and FIRC.

WHAT YOU WILL BE DOING:

• Oversee and manage all operations and matters related to Finance department.
• Monitor budgetary and key performance indicator movements.
• Ensure to liaise with the company auditors and regulators .
• Responsible for all financial and accounting functions of the organization.
• To ensure effective implementation of all Materials Policies & Procedures following local legislation, whilst maintaining brand Standards in Materials Management.
• Ensure to manage the development of accounting admissions, credit/collections and internal control policies.

Leadership and Team Management

- Lead, mentor, and manage a team of banking application support specialists.

-Set performance goals, conduct regular performance reviews, and provide feedback and coaching.

- Foster a collaborative and high-performance team environment.

Technical Support and Troubleshooting

- Provide expert-level support for the core banking system issues.

- Troubleshoot and resolve complex technical problems promptly and effectively.

- Escalate critical issues to higher-level support or OEM as necessary.

System Maintenance and Administration

- Ensure the core banking application system is running smoothly and efficiently.

- Perform regular system maintenance tasks, including updates, patches, and backups.

- Monitor system performance and implement improvements as needed.

Project Management and Implementation

- Lead and coordinate the implementation of new core banking application modules, features, and

updates.

- Manage CBA-related projects, ensuring timely and successful delivery.

- Work closely with other IT teams, vendors, and stakeholders to ensure seamless integration and operation.

    Customer and Internal Support

- Respond to support requests from internal teams and clients, ensuring high levels of customer satisfaction.

- Communicate effectively with stakeholders to understand their needs and provide appropriate solutions.

- Develop and maintain strong relationships with key stakeholders.

Documentation and Reporting:

- Maintain accurate records of support activities, including issues and resolutions.

- Document and update support procedures, knowledge base articles, and system configurations.

- Generate regular reports on system performance, support metrics, and incident trends.

  Training and Development

- Conduct training sessions for team members and end-users on CBA functionalities and best practices.

- Stay updated with the latest industry trends, technologies, and updates related to CBA.

- Participate in professional development opportunities to enhance technical and leadership skills.

-   Bachelor’s degree in Computer Science, Information Technology, or a related field (or equivalent experience).

-  Extensive experience in supporting and managing core banking systems.

-  Strong technical knowledge of banking application architecture, modules, and functionalities.

-  Proven leadership and team management skills.

-  Excellent problem-solving and troubleshooting abilities.

-  Outstanding customer service and communication skills.

-  Ability to manage and prioritize multiple tasks in a fast-paced environment.

-  Experience with project management and system implementation.

Preferred Skills:

-  Certifications in relevant technical areas (e.g., ITIL, relevant financial certifications).

-  Experience with database management and SQL.

-  Experience with API and Jaspar reporting.

-  Knowledge of networking and cybersecurity principles.

-  Familiarity with IT service management (ITSM) best practices.

You’ll receive competitive compensation and work with amazing people. You’ll work in a beautiful

environment with a flat structure and solve complex, real-world challenges.

Your experience and skills include:

• Minimum of 10-15 years of experience in Finance Operation and at least 3-5 years in similar role.
• Should be CA qualification.
• Excellent presentation and Communication Skills.
• Work experience in Star hotels and minimum of 400 keys and above, currently or past.
• Hotel Industry experience will be considered first priority.
• Problem solving & decision making skills.
• Strong operations background & Financially astute with Sales & Orientation
• Strong Leadership abilities and organizational skills.
• Able to drive change and look for operational efficiencies in the organization.
• Comfortable taking ownership of projects and expanding the scope of responsibilities.
• Responsible for managing the day to day financial reporting and controlling requirements of the departments, and will be required to review and Analyse management accounts.
• Ability to think strategically, inductively and creatively.

What you will be doing:

• To ensure that all financial, Legal and Insurance records and files are maintained according to the established standards computerized where possible.
• To know all terms and conditions of the management agreement and to ensure that they are adhered to.

• To implement local accounting procedures to ensure compliance with local government regulations, after approval from the area and/or corporate offices.
• To assist in compiling, together with the Cluster General Manager and Heads of Division, all budgets and forecasts covering all activities of the hotel and to maintain all budget control procedures.
• To understand Accor and/or hotel tax obligations, using the assistance of locally-appointed auditors or tax experts.
• To obtain the requisite government licenses and approvals for the operation of the hotel.
• Responsible for establishing budget forecasts (investment budget and operating budgets) for the organization and keep a record of monthly budgetary discrepancies.

Main purpose of the role  

As part of the India team, the role holder will support execution CIFF partnership priorities. They will support the Head of Strategic Communications India in developing and implementing the Communications and Strategic Outreach strategy to support CIFF India’s vision and approach to external communication and engagement.  

1. Work with the teams across the organisation to provide input into, and support on the development and execution of CIFF Voice in India. This strategy will assist CIFF India, build its external identity and voice in India as a foreign philanthropy that focuses specifically on improving Children’s lives by aligning with government priorities, working with local partners, and playing a catalytic role in the philanthropic sector.  

2. Using their expertise and advanced knowledge of communications and partnerships strategies, provide insights to a various audiences as required, both internally and externally on outreach strategies being developed and led by CIFF India. 

Role’s responsibilities  

Strategy & planning 

• Prepare and present high-quality analysis and research to support the development & delivery of CIFF India’s external comms strategy and narrative (CIFF Voice),  
• Feed into the cross-CIFF forecasting, monitoring and mitigation of political and reputation risks to CIFF, including supporting the Head of Strategic Communications with the coordination of related work with across CIFF’s offices and relevant teams. 
• Facilitate cross-functional coordination to lead CIFF India’s plans for key global and national platforms such as the United Nations General Assembly (UNGA), Conference of the Parties (COP), Group of Twenty (G20), etc.  

Programme development, delivery & performance 

• Develop detailed action plans, timelines, and resource allocations to ensure effective execution of the India CIFF Voice strategy 
• Monitor and report on the performance of CIFF Voice communications efforts, providing insights and recommendations for improvement. 
• Provide support in coordinating cross-functional teams and ensuring alignment in the successful implementation and delivery of external initiatives through the development of strong relationships. 
• Manage the maintenance and promotion of CIFF India’s digital channels, including the long-term development CIFF’s website, digital and social media content, ensuring its content is in keeping with and enhances CIFF’s strategies and profile and that it is kept up to date. 
• Lead on the effective collaboration and communication with external partners, monitoring deliverables and quality standards. Negotiate and manage contracts and budgets for external services. 
• Apply agreed due diligence and risk management protocols appropriately throughout the development and delivery of proposals and programmes, to ensure the interests and reputation of the Foundation are protected. 
• Identify opportunities and options for improving processes, procedures and programme management approaches within (and beyond) the team, to support increased organisational efficiency and effectiveness. 
• Use experience and expert judgement to recommend and implement sustainable approaches to external communication and partner engagement in India, focusing on the management of the potential impact of global external risk factors on CIFF India’s vision and Voice. 

Sector knowledge and profile-building 

• Keep abreast of developments within the Indian and international development sectors, establishing appropriate information gathering networks and channels to deepen professional knowledge and skills. 
• Lead development of thought leadership, PR, marketing and communications materials, to support CIFF’s ambitions to scale-up, mainstream and leverage additional support for its initiatives. 
• A key point of contact in India for internal stakeholders to advise on potential impacts of challenging global external environments and situations which could have significant impact on the reputation of CIFF in India.  
• Support on the identification and implementation of new and innovative External Affairs initiatives and communication ideas by staying current on industry and country business best practices. Working with the Head of Strategic Communications – India and the External Affairs team to implement safe and risk mitigating communication and engagement methods and activity.  

Stakeholder and partner management 

• Provide strategic input and support in identifying and mapping key external stakeholders, including government agencies, NGOs, corporate partners, and influential individuals aligned with CIFF India's mission and objectives. 
• Make recommendations for, and assist in developing engagement strategies and plans for cultivating and maintaining relationships with stakeholders. 
• Gather and synthesize relevant information and materials to support the pursuit of potential partnership opportunities. Where required present complex information to divergent audiences across CIFF 
• Providing education, mentorship and coaching across CIFF to build the understanding of the Strategic Outreach Strategy in India 
• Lead and support in providing advice and recommendations in relation to CIFF’s voice in India to relevant stakeholders including identifying solutions to complex issues where solutions may need to be devised based on insufficient information being readily available .  
• Support the coordination of stakeholder meetings, conferences, and events, ensuring seamless logistics and effective representation of CIFF India 
• Working alongside senior colleagues, help to develop strategic partnerships to support adoption, replication, co-funding or scaling-up of CIFF programmes. 
• Conduct rigorous research and evaluation of potential partners, using agreed corporate protocols and techniques, to assess their suitability and credentials for collaborating on CIFF initiatives. 
• With a variety of external audiences, develop and maintain strong partnerships and act as a knowledgeable resource about CIFF’s programmes and priority areas. 
• Drive connectivity and best practice sharing across India portfolios including connecting programmes to organisation that can disseminate best practice and develop associated advocacy strategies.  

Membership and leadership of the team 

• This role requires a high level of cross-CIFF coordination and collaboration, in order to ensure that CIFF’s approach to communications and risk takes into account the broad range of sectoral and regional perspectives. 
• Be a role model to less experienced team members, demonstrating CIFF’s leadership behaviours and providing mentorship to aid their growth. 
• This role does not hold line management responsibility, but we expect all employees to demonstrate good leadership behaviours; this includes adopting a coaching approach with colleagues to help build skills, confidence and capability in particular areas, processes or procedures. 
• We operate a matrix structure so reporting lines can vary between specific aspects of the role. 

Key working relationships 

• CIFF Board members 
• India leadership team and ED 
• External senior stakeholders (partners and government officials) 
• Other CIFF teams – particularly EME and functional teams (e.g. legal, HR, finance) 
• Global partners and stakeholders – e.g. DFID, World Bank, USAID et al 
• International charities and NGOs – e.g. Gates Foundation, Save the Children, Oxfam et al 
• National governments and local NGO partners in priority geographies 
• Research and academic institutions active within sector specialism 

• Proven experience in executing and managing comprehensive external engagement and communications strategies for organizations or initiatives. 
• Experience in supporting stakeholder relationship management, partnership building, and fostering collaborative environments. 
• Familiarity with the development sector landscape and an understanding of best practices in external affairs.  
• An innovative thinker with a pragmatic and solution-oriented mindset 
• Ability to analyse an organisation’s strength of management, vision and adaptive capacity. Ability to recruit, guide, influence and/or advise management teams to effectively implement programmes 
• Experience working within government systems and/or experience influencing the policies of government agencies, private sector organizations or donor organisations 
• Effectively champions and promotes causes – credible and professional, they always present the Foundation’s programmes in a compelling way to engage the audience 
• Skilled in relationship building and strengthening; able to influence others and work collaboratively, uniting groups with a shared purpose 
• English is CIFF’s business language – we expect all of our people to display outstanding verbal and written communication skills across all aspects of their role 
• Capacity to work in a range of cultural and socio-economic contexts, adapting style and approach appropriately and in a culturally sensitive manner to maximise effectiveness  
• IT proficiency (most specifically in Microsoft Word, Excel and PowerPoint) 
• A proven self-starter, who works with pace and resilience 

The starting salary for this role is INR 37,70,303 - This is a 12 Month Fixed Term Contract.

Alongside a competitive salary, we offer a generous benefits package here at CIFF that includes, but is not limited to the following:

• Annual leave - 25 days per annum.
• Bonus - CIFF currently operates a discretionary bonus scheme.
• Training allowance
• Wellbeing allowance
• Life insurance
• Medical insurance

Please submit your application on or before 28th June 2024.

Main purpose of the role

The Portfolio Finance Analyst will be a key member of the India team, playing an important role primarily supporting the team and Portfolio Finance Manager  to ensure CIFF’s programmes are structured and managed optimally from a financial perspective and are therefore cost effective. This includes providing advice and recommendations to ensure programmes not only have the intended impact but are also financially sustainable in the long term and at scale. A priority for CIFF’s Board is taking commercial approaches to the design and management of its programmes, with a view to their successful outcomes being sustainable without philanthropic financial support for the long term, for example through adoption by governments that are fiscally stretched. CIFF’s goal is to solve problems, not make grants. The role holder will support the Portfolio Finance Manager in providing commercial input to the design and management of CIFF’s programme investments, on an individual and portfolio basis, such as analysis of target costs and developing appropriate cost benchmarks. Knowledge, structures and results from all programmes should be considered and applied across that portfolio.

The Portfolio Finance Analyst will also work on an ad hoc basis with other Portfolio Finance colleagues across CIFF to ensure that the most recent learnings and approaches are shared for the benefit of the organisation as a whole.

At a more general level, the Portfolio Finance Analyst will play an important role in supporting the Portfolio Finance Manager in developing annual business plan proposals and managing those plans, while ensuring there is financial rigor and working collaboratively with the programme teams and central Finance team to ensure the team is prudently and properly using and managing CIFF’s charitable funds.

The  Portfolio Finance Analyst will also support the team in ensuring that CIFF’s policies related to finance (e.g. overheads policy and allocation of contingency) are complied with and risks are adequately managed within the portfolio, such as safeguarding CIFF’s charitable funds.

Roles and responsibilities

Strategy & planning

·       Work alongside senior colleagues on the development of strategic approaches using financial models to ensure long-term sustainability and scalability of programme investments.

·       Support Director Programme Excellence and Portfolio Finance Manager in development of specific strategies along with coordination, documentation and professional presentation of outputs.

Programme development, delivery & performance

·     Contribute to the dynamic management of programmes to ensure financial sustainability and alignment with strategic objectives.

·     Lead the preparation and dissemination of regular and ad hoc reporting to support the Portfolio Finance Manager in providing financial insights and guidance on key considerations.

·       Support the Programme Team on review of deliverables from grantees and providing input on related grant payment decisions.

·       Support the development and preparation of summary reports, board reports and portfolio investment reports, to ensure these are produced to a high standard and in a timely fashion.

·       Work as part of the team to contribute to programme design and management based on trends across the sector and partners.

·       Conduct regular reviews of the progress and performance of programmes under delivery to identify problems and delays, and work with partners to develop effective solutions (escalating to more senior colleagues for support and intervention, where required).

·       Act as ‘Super-User’ for a range of financial systems (such as Fluxx and Power BI) and databases for the team, ensuring they are deployed appropriately to optimise the efficiency and effectiveness of its work, and trouble- shooting issues if they arise.

Sector knowledge and profile-building

·       Working closely with the relevant teams , keep abreast of developments within the sector and grantee ecosystem and international development sectors, establishing appropriate information gathering networks and channels to deepen professional knowledge and skills.

Stakeholder and partner management

·       As part of the team, work alongside senior colleagues to help develop a deep, collaborative relationship with grantees, funders and other key partners CIFF is working with and provide insights about how a grantee or group of grantees may be managed more effectively from a financial and operational perspective (e.g. how updated financial management systems or collaboration amongst grantees in the same area might increase effectiveness and address risk).

·       Keep abreast of the operating environment in which the team is developing and managing programmes (e.g. from a regulatory, market, political perspective) and work with the Portfolio Director/Portfolio Finance Manager to share inputs to support the team in navigating those issues from a commercial and risk-based perspective.

Membership of the team

·       This role does not hold line management responsibility, but we expect all employees to demonstrate good leadership behaviours; this includes adopting a coaching approach with colleagues to help build skills, confidence and capability in particular areas, processes or procedures.

·       As required, support on the planning and coordination of inductions for new joiners to the team.

·       We operate a matrix structure so reporting lines can vary between specific aspects of the role.

Principal Accountabilities

Supporting the Portfolio Finance Manager and other team members on:

·         Publishing monthly management accounts to India team leadership

·         The financial structure and business model of grant proposals

·         Portfolio benchmark and target cost metrics

·         Financial and capacity audit for selected partners

·         Financial know-how and development for the team

·         Annual team budgets prudently managed and adhered to

·         Accuracy of team financial reporting information on CIFF’s systems

·         CIFF financial policies complied with

Key Tasks

·         Performing financial analysis and building financial models to support strategic portfolio management focused on financial sustainability of programmes

·         Under the guidance of the Portfolio Finance Manager, provide input and insights into finance sections of programme investment proposals and relevant portfolio reports to support the delivery of CIFF’s missions

·         Support to establish benchmarks for relevant costs, monitoring/updating as required and sharing with the team

·         Support the portfolio finance manager in building financial capacity of programme team members including development and delivery of training materials or otherwise

·         Supporting the Programme Managers on grantee due diligence in accordance with CIFF’s policies, and understanding grantee business models where required

·         Support Portfolio Finance Manager in creation of audit plan in coordination with Programme Directors and Finance Control teams and support external auditors with relevant information to conduct the audit

·         Working with the Programme team, support review of programme budgets and forecasts

·         Supporting the Programme Manager on the review of deliverables as they relate to meeting grant payment requirements and supporting on payment processes

·         Work with the Portfolio Finance Manager on supporting the Executive Director and Portfolio Directors to prepare annual business plan proposals

·         Prepare and publish monthly management reports to India leadership team, to enable discussion on operational metrics and work proactively with Programme Managers to achieve the operational targets as set in business plan

·         Collating and sharing portfolio and team financial information with the CAO, CFO and central Finance team where requested (e.g. for monthly management reporting)

·         Regular meetings with and presentations to other Portfolio Finance colleagues throughout CIFF to share learnings and best practice

Skills & Experience

·       Bachelor’s degree 2:1 or above or equivalent qualification/relevant, significant experience

·       Qualified accountant or demonstrable financial experience and acumen obtained in a commercial or consultancy capacity

·       Experience in the NGO or philanthropic sector (and using grant management/CRM systems) would be advantageous

·       Demonstrates professional, sound judgement; can think critically, objectively and strategically

·       Excellent quantitative and qualitative analytical skills, in particular advanced excel and financial modelling skills

·       An innovative thinker with a pragmatic and solution-oriented mindset

·       Skilled in relationship building and strengthening; able to influence others and work collaboratively, uniting groups with a shared purpose

·       English is CIFF’s business language – we expect all of our people to display outstanding verbal and written communication skills across all aspects of their role

·       Effective organisational and project management skills; able to be flexible as priorities and needs change, and works well under pressure

·       Capacity to work in a range of cultural and socio-economic contexts, adapting style and approach appropriately and in a culturally sensitive manner to maximise effectiveness

·       Experience using PowerBI or other platforms for financial reporting

·       IT proficiency (most specifically in Microsoft Word, Excel and PowerPoint)

·       A proven self-starter, who works with pace and resilience

Key working relationships

·       Other CIFF teams – particularly Programme, EME and functional teams (e.g. legal, HR, finance)

·       Global partners and stakeholders – e.g. DFID, World Bank, USAID et al

·       International charities and NGOs – e.g. Gates Foundation, Save the Children, Oxfam et al

·       National governments and local NGO partners in priority geographies

·       Research and academic institutions active within sector specialism

Management dimensions

·       No direct budget or people management accountability but contributes towards efficient and effective performance of the India team’s portfolio

The starting salary for this role is 2568800 INR - This is a 12 Month Fixed Term Contract

Alongside a competitive salary, we offer a generous benefits package here at CIFF that includes, but is not limited to the following:

• Annual leave - 25 days per annum. Increasing by 1 day after each year of service, to a maximum of 30 days.
• Bonus - CIFF currently operates a discretionary bonus scheme.
• Training allowance
• Wellbeing allowance
• Life insurance
• Medical insurance

Please submit your application on or before 14th June 2024.

Job responsibilities:

• Plan and execute the financial statement and operational audits, including risk assessments, scoping, and testing procedures.
• Identify and evaluate key risks and control weaknesses and develop recommendations to improve internal controls and operational efficiency.
• Conduct interviews with key stakeholders to obtain an understanding of processes and controls.
• Prepare clear, concise, and accurate audit reports and other documentation.
• Communicate audit findings and recommendations to senior management.
• Develop and maintain relationships with internal and external stakeholders, including external auditors and regulatory agencies.
• Stay up-to-date with changes in accounting and auditing standards and regulations.
• Assist with other accounting and finance functions as needed.

• Bachelor's degree in accounting, finance, or a related field
• Minimum of 6-7 years of experience in auditing with a focus on financial statement audits
• Strong understanding of accounting and auditing principles and practices
• Experience in a similar industry or field is a plus
• Ability to relocate to Dubai

• Paid Time Off
• Performance Bonus
• Dubai Benefits

KEY OPERATIONAL RESPONSIBILITIES

• Responsible for the supervision and guidance of the Accounting, Accounting Staff and Payroll.
• Assist the Director of Finance in the preparation of monthly financial reports and schedules required.
•  Ensure the accuracy and correctness of all charges and credits to the various accounts and that they are properly recorded on a timely basis.
• Plan & prepare schedules for expense accounts that may be required from time to time.
• Make sure that all Balance Sheet items are all accounted for an reconciled with their respective subsidiary Ledgers and/or Schedules and all Contra or Clearance accounts are cleared at the end of every month.
• Assist the Director of Finance to prepare Annual Budgets for effective management of the organization.
• Control and review the accounting processes of the organization.
• Research the effects of any changes in Law or Government regulations, on the organizations accounting policies and procedures.
• Establish and monitor internal controls and processes to assure timely and accurate financial data and reports.
• Produce ad-hoe reports and analyze to support the information requirements of the Director of Finance.
• Record, classify and summarize accounting transactions in accordance with the specific standards.
• Check and sign all journal vouchers prepared by Cost Control, General Cashier, Payroll, Accounts Payable, Accounts Receivable and Income Auditor.

• Taking responsibility for the planning and execution of financial duties and projects of a company.
• Preparing financial statements, reports, and forecasts for the business to ensure financial stability.
• Drafting budgets, income statements, balance sheets, tax returns, and reports required by regulatory authorities.
• Managing the risks involved in the financial activities of the business.
• Estimating short and long-term financial objectives by setting performance targets.
• Compiling financial reports and supervising month-end processes.
• Drafting procurement processes and signing off on purchase orders.
• Managing and monitoring metrics, KPI tracking, and reports for the financial department.
• Evaluate the financial performance of the organization and measure returns on investments.
• Providing training to staff members regarding financial processes.

Responsibilities: 

Consults with management on strategies to optimize financial results

• Counsels management teams on ways to maximize profits and cash flow; analyses actual practices and data and suggests alternative strategies for managing their business
• Provides management with reports and information that can be used as a basis for improved decision making
• Develops annual operating and capital budget by working with department managers; analyses budget variances and recommends strategies for improvement
• Supports the operation of the hotel by overseeing the purchasing function
• Co-ordinates the implementation of IT systems on-site; works with Corporate Office to ensure that systems adhere to Brand standards and configuration
• Responsible for communication between hotel management and owners

Develops and implements financial strategies and accounting practices and performs a variety of control functions

Develops and implements strategies and practices which support employee engagement

About the Organization -:

GMR Varalakshmi Foundation has been running a Vocational Training Centre at Dwarka in Delhi for the last 10 years which provides free-of-cost short-term (3 Months) skill training to Underprivileged and Marginalized youths from across the country. So, far we have trained more than 10000+ youths.

We are Currently Running 13 courses in accordance with Renowned and Reputed Industry Partners.

What we are looking -:

For a well-versed trainer in the Banking and Finance Service Industry who has Sound knowledge of the NSQF frameworks, SSCs, and Skill Ecosystem with a minimum of 2 years of training experience in the same setup.

Education -:

The Eligible Candidate should be a graduate with a minimum of 2 years of Training experience. Any other Diploma/Certificate/Degree course related to the Banking industry would be given priority.

Age -:

The Right candidate would be someone in the Age group of 25 to 40. Though there are no filters on the same.

Remuneration -:

The Average Remuneration for the position would be as par with the Industry standards and is Negotiable based on the experience and profile of the candidate.

Job Profile -:

You would be responsible for training of our course – Business Banking Associate (3 Months).

You will need to form batches along the cycle and will provide training to enrolled trainees.

You would also need to undertake mobilization activities, if need be to ensure the average batch strength of 30 trainees per batch. (We also have a dedicated mobilization Network).

Identifying suitable placement partners in the BFSI and coordinating with the placement teams for Networking.

Timely reporting and documentation of the information and coordination with the concerned departments.

• Deliver employability skills/ Interpersonal skills-related training that empowers youth to take up employment
• Make detailed lesson plans for the concepts to be delivered in a format prescribed by the program
• Deliver high-quality training that follows company methodology & matches to the skills required by corporate clients
• Apply experience and knowledge in conducting effective training in the domain skills as well as soft skills.
• Deliver training using innovative methods including activity-based learning, role plays, experiential learning, etc. for development techniques and consistently evaluate the quality and impact of training
• Evaluating and grading training assignments of trainees and conducting feedback
• Categorizing the areas of improvement at an individual level or group level.
• Create and maintain a positive and professional learning environment.
• Increase student skills and ability to meet the needs of corporate placement

Ensure MIS entries, documentation and submission of training reports of every batch.

Participate in the mobilization and Placement process of the students and ensure admissions and Placement for respective batches.

• Counsel students regularly to ensure fewer dropouts & acceptance of placement opportunities.

What would you get?

Apart from Remuneration, you would also get a chance to work for the cause and contribute to the development of the youths and in changing their lives.

An Opportunity to work with a well-recognized organization in the Skill-eco system with Govt. accreditation.

Be a part of a Learning and growing community of trainers and professionals deeply committed to the social cause.

• You will review the current accounting system and recommend any changes that needs to be made in Charts of Accounts, methodology, backup and supporting documentation.
• You will coordinate with remote bookkeepers and accountants to help maintain the daily books, posting accruals, working on journal entries, performing fixed assets, general ledger.
• Assist with quarterly and annual tax returns.
• Coordinate with outside auditors.
• Work with financial reports, metrics, analyze and interpret financial data.
• Manage and monitor the integrity of the financial records.
• Perform ad hoc analysis and special assignments as required.
• Maintain confidentiality of financial information or any other tasks assigned by the organization.
• Ability to review general legal items and make recommendations.
• Provide financial insights on efficiency improvements, cost savings and accounting software.
• Team Management/Team Leading.
• Shall be very good with accounting, auditing & taxation.
• Filing Income Tax & GST Returns.
• Foreign account managements.
• MIS.

CA - with at least 4-5 years of experience.

Medical Insurance.