25 Years’ experience in finance, administration and facilities role. Expert in Finance, Accounts, Risk mitigation, Legal and regulatory compliances, Budget and grant management, due diligence of potential partners, Financial reviews and project audit of partners, managing donor audits, procurements and contributing towards annual goals of the organization.
Mission for Vision: It is a leading organization working for eradication of avoidable blindness and has acted as catalyst by strengthening several institutional towards excellence through equitable services and enabled over 2.5 million eye surgeries until date across India.
Major Responsibilities:
- Managing the Accounts, Finance, statutory compliances, and office administration
- Preparing annual budget and getting the approval from the board, monitoring budget utilization by the Programme and generating monthly cash flow and fund management
- Due diligence of partner organizations during the selection phase and releasing funds to the partners based on the utilization statement and achievement of milestones
- Audits, Income Tax assessment and FCRA returns and managing donor audits
- Creating monthly and quarterly financial statements for CEO and Trustee
- Updating the Trustees and other details in the Charity Commissioner office and FCRA Department
- Training and capacity building of the staff and partner organizations- - Vetting MoU’s, Agreements and contracts and analyzing financial and legal risk
- Oversee the procurements, facilities, and assets of the organization
- Investment of funds in the short term and long-term securities
Key Achievements:
- Supported Finance and accounts team of Partner Organizations in building capacity related to budget, statutory compliances, policies, processes and managing FCRA grants.
- Supported 3 partner organizations to construct new Eye Hospitals from scratch i.e purchase of land till the inauguration of the Hospital. Which included strategic support, funding, fundraising and regular guidance. The average cost of each Hospital was around INR 8 Crores
- Successfully completed due diligence of four CSR donors in getting INR 2 Crores per year and implemented monthly reporting format, which required financial and activity report on monthly basis with shorter deadline
- Independently completed 3 years income tax assessment scrutiny with nil recovery
UnLtd India: It is a launchpad for passionate individuals whose ideas can translate into long-term solutions for India’s socio- economic problems, it finds, supports and grow early – stage social entrepreneurs who can build high impact organizations and grow as catalysts for social changes.
Major Responsibilities:
-Managing the accounts, finance, and statutory compliances
-Preparing annual budget, monitoring budget utilization and cash flow
-Approval of expenses and finalization of accounts and presenting in the board meeting
-Releasing funds to the startup based on the utilization statement
-Audits, Income Tax assessment and FCRA returns
-Creating monthly and quarterly financial statements for CEO and Directors
-Vetting MoU’s, Legal agreements and contracts and analyzing financial and legal risk
-Coordination with donors for releasing the funds and submission of reports
-Training and capacity building of the staff and social entrepreneurs
Key Achievements:
-Supported startup Social entrepreneurs in managing their accounts, finance, and legal compliances
-Created a reporting format for the startup organization to report back for the seed money utilization
-Support for the 12A registration process, which was rejected by the Income Tax department three times in a row. Stating that it is a commercial entity. (12A is a tax exemption certificate in India)
-Successfully registered the entity under the FCRA Act to get foreign donations.
-Created an financial model by which cost of supporting per social entrepreneur was tracked at three levels and this model was used for fund raising purpose
Overseeing and managing routine accounting function Use of different accounting software Tally ERP, Xero, Deltek and Cognos Managing statutory and Donor Audits Financial analyst with exceptional budget forecasting, Cost reduction and risk mitigation Monitor the program spending and milestones reached across programs
undefined- Guest Faculty in NIIM College, Mumbai for MBA Students from 2016– 2019
- Oral paper presentation in Vision 2020, Raipur in November, 2017 on importance of legal and statutory compliances in the Development sector-
- Trainings to Non-Profit organizations on Compliances, Accounts, finance, and governance
- Event Management in WSF 2004 supported 150 delegates from foreign countries with end to end logistics
Trainings Attended:
- Leadership Trainings conducted by Dale Carnegie, Mumbai in 2018 and
- WRI’s Leadership Academy, US in 2020 (Online)
- Guest Faculty in NIIM College, Mumbai for MBA Students from 2016– 2019
- Oral paper presentation in Vision 2020, Raipur in November, 2017 on importance of legal and statutory compliances in the Development sector-
- Trainings to Non-Profit organizations on Compliances, Accounts, finance, and governance
- Event Management in WSF 2004 supported 150 delegates from foreign countries with end to end logistics
Trainings Attended:
- Leadership Trainings conducted by Dale Carnegie, Mumbai in 2018 and
- WRI’s Leadership Academy, US in 2020 (Online)