About DBC Trust
DBC Trust is a charitable organisation committed to serving senior citizens, children, and the wider community through its various social welfare initiatives. We are seeking a highly responsible and experienced Chartered Accountant to provide leadership across Finance, Human Resources, Administration, and Operations.
This is a senior management position requiring strong financial expertise, sound judgment, integrity, and the ability to oversee multiple departments within a mission-driven charitable organisation.
Position Summary
The Qualified Chartered Accountant (CA) - Head of Finance, HR & Operations will be responsible for the Trust’s financial management, statutory compliance, internal controls, budgeting, audits, human resource administration, and day-to-day operational oversight.
The successful candidate must be a qualified Chartered Accountant and an active member of the Institute of Chartered Accountants of India (ICAI). The candidate should also have substantial experience managing HR, administration, and organisational operations.
Key Responsibilities
1. Finance and Accounts
- Provide overall leadership and supervision for the Trust’s Finance and Accounts function.
- Maintain complete, accurate, and transparent books of accounts for the Trust and its programmes.
- Prepare annual budgets, programme-wise budgets, cash-flow projections, and financial plans.
- Monitor income and expenditure against approved budgets and report variances to management.
- Prepare monthly, quarterly, and annual financial statements and management reports.
- Review bank reconciliations, ledgers, vouchers, journal entries, advances, and expense claims.
- Establish and maintain effective internal financial controls.
- Monitor receivables, payables, cash flow, bank balances, investments, and fund utilisation.
- Ensure that all payments and financial transactions are properly authorised and documented.
- Supervise payroll processing, salary reconciliation, employee deductions, and related accounting.
- Maintain proper records of fixed assets, inventory, donations, grants, and restricted funds.
- Guide and supervise members of the Accounts team.
2. Charitable Trust Compliance
- Ensure compliance with all financial and regulatory requirements applicable to charitable trusts.
- Oversee compliance relating to Income Tax, GST, TDS, EPF, ESI, professional tax, and other applicable laws.
- Ensure timely preparation and filing of statutory returns, reports, and supporting documentation.
- Oversee compliance connected with the Trust’s registrations and exemptions, including Sections 12A/12AB and 80G, wherever applicable.
- Monitor grant funds and ensure that restricted donations are used only for their approved purposes.
- Prepare utilisation certificates, donor reports, grant statements, and supporting financial records.
- Ensure FCRA-related accounting, reporting, and fund utilisation compliance if the Trust receives foreign contributions.
- Maintain proper documentation for donations, grants, programme expenditure, and statutory inspections.
- Keep management informed about changes in laws and regulations affecting the Trust.
3. Audit, Risk and Governance
- Coordinate statutory, internal, tax, grant, and donor audits with the Trust’s external auditors.
- Prepare audit schedules, financial records, supporting documentation, and management responses.
- Ensure timely resolution of audit observations and implementation of corrective actions.
- Identify financial, operational, statutory, and administrative risks and recommend preventive measures.
- Present financial reports, budgets, compliance updates, and audit findings to the Chairman, Trustees, or senior management.
- Strengthen transparency, accountability, and financial governance throughout the organisation.
- Support the development and implementation of financial policies, delegation of authority, and approval procedures.
4. Human Resources
- Provide leadership and oversight for recruitment, onboarding, employee documentation, attendance, leave, and payroll coordination.
- Ensure that appointment letters, employment contracts, confirmation letters, warning letters, and other HR documents are properly prepared and maintained.
- Develop and implement HR policies, service rules, employee handbooks, and codes of conduct.
- Ensure compliance with applicable labour laws, employment regulations, EPF, ESI, gratuity, leave, and workplace requirements.
- Maintain complete and confidential employee records.
- Support performance-management processes, appraisals, departmental reviews, and staff development.
- Guide department heads in managing employee performance, discipline, grievances, and workplace concerns.
- Promote accountability, professionalism, cooperation, and respectful conduct across the organisation.
- Assist management with manpower planning, organisational structure, succession planning, and compensation reviews.
5. Operations and Administration
- Oversee and coordinate the Trust’s daily administrative and operational activities.
- Work closely with departmental heads to ensure timely completion of assigned responsibilities.
- Establish measurable departmental goals, reporting systems, and performance indicators.
- Review operational reports and provide regular updates to senior management.
- Develop, document, implement, and monitor standard operating procedures.
- Identify gaps in existing systems and recommend practical improvements.
- Oversee vendor management, procurement processes, contracts, purchase approvals, and service-provider performance.
- Ensure appropriate controls over inventory, assets, facilities, and organisational resources.
- Support efficient coordination between Finance, HR, Administration, IT, Procurement, and programme teams.
- Undertake other strategic and administrative responsibilities assigned by the Chairman or Board of Trustees.
Mandatory Qualifications
Candidates must meet all the following requirements:
- Qualified Chartered Accountant from the Institute of Chartered Accountants of India.
- Active ICAI membership with a valid membership number.
- Membership status must be active and verifiable through ICAI’s records.
- Membership fees and other applicable requirements must be current.
- No pending disciplinary proceedings or professional restrictions that may affect the candidate’s suitability for the position.
- Minimum 3–5 years of relevant post-qualification experience.
- Demonstrated experience in financial management, budgeting, taxation, statutory compliance, audit, and internal controls.
- Meaningful experience overseeing Human Resources, Administration, or organisational Operations.
- Strong working knowledge of Tally or another recognised accounting/ERP system.
- Advanced proficiency in Microsoft Excel and competence in Word and PowerPoint.
ICAI describes good-standing requirements as including an active name in its records and payment of applicable annual membership fees. Membership can be checked through the ICAI Members Database, and ICAI also provides information regarding a formal Certificate of Good Standing.
A Certificate of Practice should not ordinarily be made mandatory for this salaried position unless DBC Trust has obtained professional advice confirming that the role specifically requires it. Active ICAI membership is the essential requirement.
Preferred Qualifications and Experience
- Experience working with a charitable trust, NGO, Section 8 company, hospital, senior-care organisation, educational institution, or social welfare organisation.
- Knowledge of charitable trust accounting, 12A/12AB, 80G, grant management, donor reporting, and utilisation certificates.
- Knowledge of FCRA requirements, where applicable.
- Experience interacting with trustees, governing boards, auditors, government departments, donors, and senior leadership.
- Experience leading Finance, HR, Administration, or Operations teams.
- Additional qualification in Law, Human Resources, Business Administration, or Operations Management would be an advantage but is not mandatory.
Essential Competencies
- Impeccable integrity and professional ethics.
- Strong financial, analytical, and problem-solving abilities.
- Sound understanding of governance, compliance, and internal controls.
- Leadership and team-management capabilities.
- Ability to manage sensitive employee and financial matters confidentially.
- Strong written and verbal communication skills.
- Ability to implement systems and hold departments accountable.
- Compassion and sensitivity when working in a charitable and service-oriented environment.
- Willingness to work hands-on when organisational needs require it.
Application Requirements
Applicants should submit:
- Updated resume.
- ICAI membership number.
- Current ICAI membership-status evidence.
- Details of post-qualification experience.
- Current and expected compensation.
- Notice period.
- Two professional references, preferably from previous senior employers.
Only qualified Chartered Accountants who meet the mandatory requirements should apply. Candidates who are CA Inter, CA Final candidates, M.Com graduates, MBAs, accountants, or commerce graduates - but are not qualified ICAI members - will not be considered for this position.
Pay: ₹50,000.00 - ₹90,000.00 per month
Benefits:
Work Location: In person
