Clean books are a daily habit
Why the annual audit should be a formality, not a fire drill — the weekly reconciliation discipline that makes it so.
Read →
01 · The controller
— Gurpreet Singh
Every rupee accounted, every fund where it belongs
Composite insurance advisor with twelve years in health, motor and commercial lines for families, transporters and small manufacturers across Punjab. Handles renewals, claim coordination and fire and marine covers for factory owners. Manages a book of more than 1,500 active policies and leads a small team of sub-agents under a corporate agency.
AUDITED
Finance card
Particulars · one glanceBaseLudhiana, Punjab
RoleSenior Insurance Advisor and Team Lead, Corporate…
HandlesBudgets · fees · payroll · audit
ComplianceGST · TDS · trust / 12A-80G
ToolsTally · ERP · advanced Excel
StatusOpen · 90-day notice
02 · The books
What I manage & safeguard
Budgets to audits, fees to payroll, compliance to cashflow — the school's finances held to standard.
Health insurance
Motor insurance
Fire and marine covers
Claim coordination
Renewal management
Commercial risk assessment
Agent team leadership
Punjabi client relations
03 · How I run it
Stewardship, not just bookkeeping
Institutional finance isn't bookkeeping — it's stewardship. Every rupee in a school's account is a parent's trust and a child's opportunity, and it deserves to be handled with both precision and conscience. My job is to make sure the money is where it should be, spent on what it should be, and provable to anyone who asks — the board, the auditor, or a parent. Clean books aren't a year-end scramble; they're a daily discipline. Do that, and the audit is a formality.
- PlanA realistic annual budget built with departments, not imposed on them — tied to the school's priorities, not last year's copy-paste.
- RecordEvery transaction booked accurately and promptly. Reconciliation is weekly, not annual — surprises live in the gaps between.
- ComplyGST, TDS, PF, trust regulations — tracked on a calendar and filed before the deadline, every time, without exception.
- ReportClear MIS for the board and honest answers for parents. Transparency is cheaper than suspicion, always.
04 · Track record
Eighteen years, ledger to boardroom
Senior Insurance Advisor and Team Lead
Corporate agency tied to multiple general insurers
Manage over 1,500 active health, motor and commercial policies generating about ₹4.8 crore in annual premium. Achieved renewal retention of 91 percent on health policies through reminder calls and annual cover reviews with each family.
6 years
Insurance Advisor
Public sector general insurer, agency channel
Built a motor book of 600 commercial vehicle policies by working with transport associations and truck dealers. Supported more than 250 claims with surveyors and garages, settling most cashless motor claims within a week.
05 · Credentials
Education
B.Com
State university affiliated college
06 · Qualifications
Certifications
IRDAI-licensed composite insurance…
Licentiate, Insurance Institute of India
07 · Honours
Recognised & relied on
9 consecutive clean auditsStatutory & trust, zero findings
2015–GST transition delivered on timeMulti-campus trust, no disruption
2017Fee-leakage eliminatedDigitisation saved lakhs annually
2016Featured — 'Clean Books Are a Daily Habit'On school financial governance
2022
08 · Notes
MAY 2026 FEB 2026 OCT 2025
Notes from the finance office
A school's money is a trust
How thinking of institutional finance as stewardship, not accounting, changes every decision about how funds are handled.
Read →Budgeting with departments
Why budgets imposed from the finance office fail — and how building them with teachers makes the numbers real and honoured.
Read →
09 · From the board
What they say
From the board · 01
Nine clean audits in a row. Our trustees sign the accounts without anxiety because Gurpreet's books are simply always right.
Trust ChairmanANAND NIKETAN TRUSTFrom the board · 01
He steered us through GST without a single disruption to fees or payroll. Technically excellent and completely trustworthy.
Trustee & Auditor liaisonGOVERNING BODYFrom the board · 01
Salaries have never once been late in the years he's run finance. For a teacher, that quiet reliability means everything.
Senior TeacherSTAFF REPRESENTATIVE
10 · For boards & trusts
The hiring brief
₹ AVAILABLE 2027 · HAND ME THE BOOKS THAT WORRY YOU — I'LL MAKE THEM AUDIT-READY
Current roleSenior Insurance Advisor and Team Lead, Corporate agency tied…
Open toFinance manager · controller · CFO (education trust)
HandlesBudgets · fees · payroll · compliance · audit
Expected salary₹12–20 LPA / negotiable
Notice period90 days
Willing to relocateYes — Ahmedabad, Mumbai, Pune, Bengaluru · trusts & institutions
Chairman, Anand Niketan TrustCURRENT · SHARED ON REQUEST
Statutory Auditor (partner firm)ON RECORD · SHARED ON REQUEST
11 · Reach me