Associate - Finance
About Us
ProjectTech4Dev aims to be a high performing tech enabler for non-profits. At Project Tech4Dev, we provide solutions ranging from providing open source platforms to NGOs to building tech capacity in non-profits. We equip non-profits with the technology they need to amplify their impact. Our open source platforms include- Glific, Dalgo, Avni, and Kaapi. We also build tech and data capacity in non-profits by placing seasoned technology professionals with our Fractional CxO Program. Find more about our initiatives here.
Associate – Finance will take ownership of accounting from invoicing and payments to month-end closure, financial statements and audit support, bringing accuracy, structure and timeliness to the finance function. We are looking for an experienced professional with strong accounting fundamentals, sound knowledge of GST, TDS, IT,MCA and other compliances, hands-on ERP experience and exposure to grant and project-based accounting.The position requires someone who can take ownership with minimal guidance,close the books independently,and deliver accurate reports and audit-ready data.
Key Responsibilities
1. Accounting and Reconciliations
- Record all income, expense, receipt and payment entries in ERP accurately and on time, and maintain reconciliations (bank, creditors, debtors, GST and TDS ledgers) and revenue recognition, including deferred revenue.
2. Month-end, Year-end Closing and Financial Statements
- Close the books by the agreed date every month, and prepare the trial balance, P&L, balance sheet and cash flow, supporting finalisation with auditors.
3. Cost Centre and Project-based Accounting
- Tag every transaction to the right cost centre and project in ERP, and prepare project-wise and cost centre-wise reports.
4. Grant Management
- Track grants, fund flow and utilisation, maintain grant records, and prepare grant-wise data for the quarterly report, donor reporting and audits.
5. Invoicing, Forex and Receivables
- Raise customer, forex and export invoices with correct GST treatment, manage subscriptions and credit notes, record inward remittances (FIRC, purpose codes), and follow up within the team on receivables through ageing reports and customer queries.
6. Payables and Payouts
- Process vendor, consultant, reimbursement and credit card entries with correct TDS and GST treatment, onboard vendors, and prepare payouts, approvals and bank payments.
7. GST Compliance (with Consultant)
- Know the GST return process, give the consultant correct data before due dates, reconcile GSTR-2B with ERP input credit, and handle GST payments, amendments, refunds and the annual return with the consultant.
8. TDS Compliance (with Consultant)
- Ensure correct TDS deduction and timely challan payment, give the consultant accurate data for quarterly returns and revisions, and reconcile with Form 26AS and Form 16 / 16A.
9. MCA, Income Tax and Annual Compliances (with Consultants)
- Know the requirements and due dates, give consultants and the CS team the required details and financial statements, review drafts, follow up until filed, and track PF, ESI, PT and Labour Welfare Fund.
10. Audit Support
- Own the audit data and reconciliations (including GST and TDS) before the audit begins, and respond to auditor queries on time.
11. Contract Management
- Maintain the contract master, track terms and renewals, and coordinate amendments with program teams.
12. Banking, Coordination and Systems
- Handle bank liaison and coordinate with program teams, consultants and auditors on invoices, reimbursements and payments, while keeping ERP data accurate and supporting automation.
Compliances the Role Must Know
All returns are prepared and filed by our consultants. For each compliance below, the person must know what is required, have handled it in a past organisation, provide accurate details and data on time, and follow up until filing.
| Area | Compliance | Expectation |
| GST | GSTR-1, GSTR-3B, GSTR-2B reconciliation, GST payment; GSTR-9 / 9C; LUT | Know, provide data, reconcile, pay |
| TDS | Deduction, challan payment, quarterly returns, Form 16 / 16A, 26AS reconciliation | Know, provide data, reconcile, pay |
| Income tax | Advance tax, tax audit report, income tax return | Know, provide data, coordinate |
| MCA | AOC-4, MGT-7 / 7A, ADT-1, DPT-3, MSME-1, DIR-3 KYC | Know, provide details, coordinate with CS team |
| Labour and others | PF, ESI, PT and Labour Welfare Fund, as applicable | Pay, track and coordinate |
| Audit | Statutory, internal and donor audit data and queries | Provide data, resolve queries |
Required Experience & Skills
B.Com or equivalent (CA Inter preferred, though B.Com candidates with strong relevant experience can also apply), with 5–7 years of hands-on accounting experience in a private limited company. Candidates with more experience are welcome.
You should have strong accounting fundamentals and working knowledge of the areas described above: GST, TDS, MCA and annual compliances, forex and export invoicing, and cost centre and project-based accounting in an ERP (ERPNext preferred, any ERP acceptable).
Exposure to grant tracking and reporting, and experience of working with consultants on statutory filings in a past organisation, are required.
Preferred Experience
You have handled accounting end to end: invoicing, payments and daily entries in ERP, reconciliations, month-end and year-end book closure, and financial statements. You have supported audits and project-based accounting, and coordinated with program teams, consultants and auditors on GST, TDS and other statutory compliances.
Good to Have
Familiarity with nonprofit compliance such as 12A, 80G, CSR-1 and FCRA.
Selection Process
Shortlisted candidates will take a short practical assessment (accounting entries, a reconciliation, a forex invoice, a GST and TDS scenario, and a cost centre or grant tracking exercise), followed by an interview.
Pay Range: 10-12 per annum. Compensation will be based on experience and aligned with our nonprofit pay structure
Location: Remote (Mumbai Preferred). You'll travel each quarter for a one-week team sprint at a destination decided by the team — a chance for the team to work together and connect in person. Additional travel may be required as per project needs (NGO field visits, team meetings, hackathons, and events).