Opening Balance Sheet Execution Director

The mandate

This six-month engagement will establish the controlled execution system for an opening balance sheet arising from a confidential transaction. No identity, scale, counterparty or transaction timing is disclosed here. The director must coordinate populations, evidence, judgements, entries and reconciliation while leaving reserved accounting conclusions with authorised management.

Month one produces a completeness-and-ownership ledger for balance-sheet populations and decision dependencies. Month two establishes calculation, evidence and review protocols. Months three and four coordinate iterations and decision closure. Month five executes the agreed entries and reconciliation. Month six provides final evidence, residual matters and transfer into normal close governance.

Six artifacts govern acceptance: population completeness matrix, accounting-decision dependency log, calculation-and-evidence standard, iteration and review pack, posted-and-reconciled balance book, and permanent-owner handover. Each artifact must be version-controlled and traceable. A posted entry without approved basis and downstream reconciliation is not an accepted outcome.

Management provides authorised transaction conclusions, source populations, valuation or specialist outputs, policy decisions, access to owners and posting authority. The consulting director can define execution standards, coordinate work and withhold a completion recommendation. The role cannot make accounting, legal or tax conclusions, approve estimates, post entries or sign external representations.

The Transaction Finance Lead accepts the final milestone after completeness is evidenced, approved entries reconcile, review points are closed or transparently reserved, and normal close owners accept the resulting balances. Broader integration, policy drafting, valuation and future-period optimisation remain outside the fixed project.

What you will own

• Create a completeness matrix linking every opening balance population to source, basis, specialist dependency, owner, entry and reconciliation.
• Maintain an accounting-decision log that shows reserved owner, required evidence, deadline and execution consequence without making the conclusion.
• Define common calculation, review, version, approval and evidence standards for all balance workstreams.
• Coordinate iterations so source changes and judgement updates flow transparently into entries and reconciliations.
• Require approved basis and segregated posting authority before an opening entry is released.
• Reconcile posted balances to approved calculations and downstream ledgers, documenting residual and timing items.
• Withhold completion recommendation where population completeness, decision authority or evidence is deficient.
• Transfer balances, review history and unresolved matters into normal controllership ownership.

Candidate qualifications

• Demonstrate execution leadership for an opening balance sheet or similarly judgement-intensive transaction accounting programme.
• Show how you proved population completeness rather than relying on workstream assertions.
• Provide an example of coordinating a late specialist or accounting decision without making the reserved conclusion yourself.
• Bring rigorous version control, calculation governance, entry approval, reconciliation and evidence-book discipline.
• Evidence ability to challenge senior specialists and controllers while respecting formal technical authority.
• Describe an opening balance handed into normal close without residual dependence on the project team.
• Show fixed-scope control when policy, valuation or integration requests extended beyond execution.

Working terms and boundaries

• Six milestones at four days a week cover completeness, protocols, iterations, execution, reconciliation and handover.
• The Transaction Finance Lead accepts milestones against traceability, authorised decisions, reconciliation and owner transfer.
• Management supplies source populations, approved conclusions, specialist outputs, authorised posters and owner access.
• Accounting, legal, tax and valuation conclusions, entry posting and external representation are excluded.
• Changes in population or reserved conclusions follow written impact control for artifacts, timing and fee.

Application

Applications for this mandate are received in one way only: through the India Board Terminal's application process. It is automated end to end. Your Executive Passport travels to the mandate holder in its confidential form, your answers to the three questions below are read before anything else in your file, and every stage that follows is recorded on your applications page.

There is no address to write to and no intermediary to call. The mandate holder reads what the Terminal delivers and nothing else, which is what keeps the process the same for every applicant and keeps your name out of it until you release it. Applications close on 10 October 2026. Mandate reference FNA-CON-2026-MIL-33.