Jasdeep Kaur Keer
Haryana
Summary
Chartered Accountant with 11 years of experience in the development sector, specializing in program and finance management. Expertise in statutory compliance, donor relations, budgeting, and risk management for national and international NGOs. Proven track record in building robust financial systems, managing multi-crore donor portfolios, and ensuring compliance with FCRA/CSR regulations. Skilled in leading audits, enhancing institutional governance, and implementing technology-driven financial solutions like Power BI, SAP, and Tally.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Manager – Program Finance
VisionSpring Foundation
Delhi
05.2025 - Current
- Provide strategic financial leadership to strengthen long-term organizational sustainability; advise the CEO and Board on financial strategy, policies, compliance, and governance.
- Lead and mentor the finance team to ensure transparency, accuracy, and operational excellence.
- Oversee statutory compliances including FCRA, CSR, donor regulations, and legal requirements.
- Drive budgeting, forecasting, donor reporting, MIS, and statutory financial statements.
- Strengthen financial systems, internal controls, SOPs, and automation for enhanced accountability.
- Coordinate with statutory/internal auditors, regulators, and consultants to maintain financial integrity.
- Manage donor-funded program finances and ensure alignment with governance policies.
- Provide high-quality financial insights, dashboards, and variance analysis for decision-making.
- Review and negotiate MoUs, grant agreements, and vendor contracts.
- Lead risk management, internal/donor audits, and governance compliance including Board documentation.
National Finance Manager
SAATHII
03.2022 - 04.2025
- Led financial management strategies, ensuring budget and forecasting efficiency.
- Managed diverse funding sources and grants, maintaining compliance with donor regulations.
- Streamlined financial reporting, facilitating timely and accurate reports.
- Achieved clean audit record and optimized cash flow through rigorous controls.
- Implemented cost-saving measures, enhancing program cost-effectiveness.
- Led financial system implementation and staff capacity building.
- Efficiently managed diverse funding sources and grants, ensuring compliance with donors.
- Implemented robust cash flow management strategies for optimal financial liquidity.
- Streamlined budgeting processes to allocate funds effectively.
- Provided data-driven insights for informed decision-making.
- Led financial planning for long-term sustainability.
- Conducted comprehensive risk assessments to identify potential financial vulnerabilities.
- Implemented internal controls and measures to mitigate identified risks.
- Collaborated with cross-functional teams to address risk factors and develop risk management strategies.
- Prepared and submitted accurate financial reports to donors and stakeholders on time.
- Ensured compliance with relevant accounting standards and donor regulations.
- Presented financial data in a clear and understandable manner for management decision-making.
- Coordinated and facilitated annual financial audits and donor reviews.
- Ensured compliance with auditing standards and donor requirements during the audit process.
- Provided necessary documentation and information to auditors in a timely manner.
- Implemented recommendations from auditors and donors to improve financial controls and transparency.
- Ensured adherence to donor requirements and regulations for all funded projects.
- Maintained transparent communication with donors regarding project progress and financial utilization.
- Led national financial management strategy ensuring efficiency in budgets, forecasts, and donor compliance.
- Prepared and submitted timely and accurate reports as per donor guidelines to demonstrate compliance.
- Led capacity building initiatives to enhance the financial literacy and skills of staff members.
- Conducted training sessions and workshops to strengthen the finance team's capabilities.
- Fostered a culture of continuous learning and development to improve overall organizational performance.
- Implemented effective cash flow management strategies to optimize financial liquidity and ensure smooth operations.
- Monitored and forecasted cash flows to support timely disbursements and financial stability.
- Implemented cost-efficient measures to optimize program implementation without compromising quality.
- Identified and eliminated unnecessary expenses, resulting in improved financial sustainability.
- Successfully led the implementation and integration of new financial systems to streamline financial processes.
- Collaborated with IT and finance teams to ensure smooth migration and data accuracy during system implementation.
- Provided training and support to staff members to ensure efficient utilization of the new financial systems.
- Provided strong and effective leadership to a team of 50 finance professionals, fostering a collaborative and high-performing work environment.
- Directed and motivated the finance team, ensuring adherence to financial best practices and achieving departmental goals.
- Ensured strict compliance with financial regulations, accounting standards, and donor requirements.
- Implemented robust internal controls and monitoring systems to maintain transparency and accountability in financial operations.
- Cultivated and maintained strong relationships with donors, fostering trust and transparent communication.
- Engaged with donors to understand their priorities and align organizational goals, resulting in successful fundraising efforts.
- Led procurement activities for various projects, managing a budget of up to $4 million USD annually.
- Successfully negotiated contracts with suppliers, resulting in cost savings of 10% on average.
- Implemented streamlined procurement processes, reducing lead times by 20% and improving overall efficiency.
- Oversaw vendor selection and evaluation processes to ensure compliance with quality and delivery standards.
- Collaborated with cross-functional teams to assess procurement needs and align purchasing strategies with business objectives.
- Conduct initial screening of candidates, reviewing resumes and applications to identify potential matches for job requirements.
- Coordinate and conduct interviews with shortlisted candidates, assessing their skills, qualifications, and cultural fit.
- Facilitate the selection process, collaborating with hiring managers to finalize offers and negotiate terms with selected candidates.
- Oversee performance appraisal processes, conducting evaluations and providing constructive feedback to employees.
- Supervise the documentation of HR documents, ensuring accurate and up-to-date records for personnel files, contracts, and other relevant paperwork.
Regional Finance Manager
SAATHII
07.2021 - 02.2022
- Undertake pre-grant assessment and contracting of sub-recipients.
- Train and mentor administration and finance teams across projects offices and sub-recipient's partners through supportive monitoring visit.
- Verify and approve payment requisitions and fund requests submitted by sub-recipient partner.
- Conduct financial review/monitoring, onsite data validation and provide financial assistance to the sub-recipient's partner organization.
- Communicate with donors, auditors and other statutory bodies with regard to the project.
- Preparation of budget and forecast of project funded by GFATM.
- Assist and take up the various routine accounting, administration and HR related functions of the project at principal recipient as per requirements.
- Preparation and submission of timely and accurate financial reports to the donors and organizational management.
- Review reconcile and consolidate monthly/quarterly/six monthly and annual financial reports of the sub-recipient partners.
- Participate in periodic reviews (administrative and program-finance) of the project.
- Assist in periodic financial audits and donor reviews, and adherence to recommendations made by the auditors and donors.
- Follow and ensure compliance to financial, administration and HR management systems for the project towards minimization and elimination of financial risks.
- Undertake any other activities as required by the organization.
Finance Officer
Learning Links Foundation
New Delhi
12.2017 - 07.2021
- Ensured compliance with FCRA, GST, ROC, Income Tax, PF, and other statutory requirements.
- Led board meeting documentation, agenda preparation, and statutory filings.
- Managed Finance & Accounts operations including finalization of accounts.
- Handled FCRA grants, reporting, and regulatory filings.
- Prepared budgets, program reports, payroll, TDS, GST, and reconciliations.
- Coordinated statutory, internal, and donor audits.
- Monitored expenses, revenue, and grant BVA analysis.
- New Delhi
Accounts & Finance Officer
Public Health Foundation of India (PHFI)
12.2017 - 12.2017
- Managed monthly closing, payments, and project accounts.
- Reviewed accounts of consortium partners and ensured compliance.
- Handled grants, financial analysis, and cash flow planning.
- Coordinated with internal audit for compliance requirements.
Accounts & Finance Officer
New Opportunities for Women
01.2015 - 12.2016
- Verified records, reconciled accounts, and ensured financial compliance.
- Prepared monthly, quarterly, and annual financial reports.
- Monitored budget vs. actuals and ensured adherence to approval levels.
- Ensured smooth project accounting and donor reporting.
Education
Chartered Accountant (CA) -
ICAI
Bachelor of Commerce -
Delhi University
Skills
- Regulatory compliance
Certification
- Post Graduate Diploma in Corporate Social Responsibility (PGDCSR) – IGNOU
- Microsoft Excel Certification
- Dashboard Certification
- Power BI Training (Jatan Shah)
Additional Information
Passionate about travel and cultural exploration., Experienced in conducting workshops and knowledge-sharing sessions.
Personal Information
Title: Chartered Accountant | Manager – Program Finance
Training And Capacity Building
- Trained finance professionals to enhance financial literacy, compliance understanding, and operational capability.
- Conducted corporate training sessions on topics such as CTC computation, in-hand salary calculations, income tax computation, tax refunds, and filing of Income Tax Returns.
- Delivered multiple workshops aimed at strengthening organisational finance and tax compliance skills.
Languages
English
Advanced (C1)
C1
Timeline
Manager – Program Finance
VisionSpring Foundation
05.2025 - Current
National Finance Manager
SAATHII
03.2022 - 04.2025
Regional Finance Manager
SAATHII
07.2021 - 02.2022
Finance Officer
Learning Links Foundation
12.2017 - 07.2021
Accounts & Finance Officer
Public Health Foundation of India (PHFI)
12.2017 - 12.2017
Accounts & Finance Officer
New Opportunities for Women
01.2015 - 12.2016
Chartered Accountant (CA) -
ICAI
Bachelor of Commerce -
Delhi University