We are looking for an experienced Financial Strategy & MIS Advisor to help establish a robust, transparent and easily accessible financial monitoring system for our established education group comprising multiple schools and educational institutions.
This is a strategic and systems-oriented role, not a routine bookkeeping position.
The objective is to create a system where management can understand the organisation’s cash position, collections, payments, liabilities, banking transactions and financial performance at a single glance.
Key Responsibilities
1. Cash Flow Management
- Establish a centralised daily/weekly/monthly cash-flow monitoring system
- Track school-wise and group-level inflows and outflows
- Monitor fee collections, salary commitments, vendor payments, statutory payments and other major expenses
- Prepare cash-flow forecasts and identify upcoming funding requirements
- Highlight cash-flow gaps, unusual movements and financial risks to management
2. Financial MIS & Reporting
- Design a simple but comprehensive Management Information System (MIS)
- Create standardised reporting formats across all institutions
- Develop one-touch / dashboard-style reporting so management can access key financial information quickly
- Provide school-wise and consolidated financial summaries
- Establish daily, weekly and monthly reporting protocols
- Create meaningful KPIs and financial dashboards for management decision-making
3. Banking Operations & Reconciliation
- Establish systems for monitoring all bank accounts and banking transactions
- Track receipts, transfers, payments and outstanding transactions
- Ensure regular bank reconciliation
- Monitor school-wise and account-wise balances
- Identify unreconciled, duplicate or unusual transactions
- Establish controls and reporting for inter-account/inter-school transfers
4. Receivables & Payables
- Develop systems to monitor fee collections and outstanding receivables
- Track vendor and other institutional payables
- Establish ageing reports and payment schedules
- Highlight overdue collections and upcoming major liabilities
5. Financial Controls & Systems
- Review existing financial processes and identify gaps
- Develop standard SOPs and approval workflows
- Improve transparency and accountability in financial operations
- Reduce dependency on individual employees for financial information
- Create systems that allow management to access information without repeatedly following up with different departments
6. Strategic Advisory
- Provide management with clear financial insights and recommendations
- Identify areas of unnecessary expenditure and potential savings
- Assist in budgeting, forecasting and financial planning
- Develop financial models for future expansion and institutional projects
- Support management in making informed financial decisions
Desired Outcome
The successful candidate should be able to help us move from:
“Ask Accounts and find out what happened”
to:
“Open the dashboard and immediately know what is happening.”
We want a system where management can see, at a glance:Cash available
- Collections received
- Payments made
- Bank balances
- School-wise performance
- Receivables
- Payables
- Upcoming commitments
- Forecasted cash position
Candidate Profile
We are looking for someone who has:
- Strong experience in financial management, MIS and cash-flow systems
- Excellent understanding of banking operations and reconciliation
- Experience in designing financial dashboards and management reports
- Strong Excel / Google Sheets skills; familiarity with accounting and ERP systems is an advantage
- Ability to analyse financial data and convert it into simple management-level insights
- Strong understanding of internal controls and financial processes
- Ability to work independently and implement systems rather than merely provide advice
- Experience working with multiple entities, branches or institutions is preferred
- Experience with schools, educational institutions or other multi-unit organisations will be an advantage
Important
This is not primarily a bookkeeping or accounting-entry position.
We are looking for a person who can design, organise, monitor and improve the financial management system and make financial information easily accessible to senior management.
Engagement: Part-time / Consultancy
Compensation: Competitive, based on experience and scope of engagement.
To Apply: Please submit your CV along with a brief note describing how you would build a one-touch financial reporting and cash-flow monitoring system for a multi-school education group.
[email protected]
Pay: From ₹18,000.00 per month
Work Location: In person
