Job Title: CSR Assistance Manager -
Accounts
Location: Bangalore Department: Finance and Accounts Reports To: Manager Finance and
Accounts
Job Purpose
The CSR Account
Manager will be responsible for managing and overseeing the company’s CSR
initiatives, ensuring compliance with statutory requirements, donor guidelines,
and organizational objectives. This role involves coordinating with internal
teams, external stakeholders, and auditors to ensure effective implementation,
monitoring, and reporting of CSR projects.
Key Responsibilities
1. Project Management
- Plan, execute, and monitor CSR projects in line with company
policies and donor requirements.
- Track project timelines, budgets, and deliverables.
- Emails to Program managers on a periodic basis (Monthly) for
providing the Vouchers.
- This role should work closely with each PM to establish the
appropriate process for FUC submission based on funder requirements. This
includes creating the necessary tools and templates, as well as providing
initial orientation and training to the program team, to ensure they can
operate effectively and without errors.
- Project wise reconciliation of expenses between Zoho/Tally and
FUC Summary.
- Reconciliation of vendor wise expenses payable from Zoho/Tally.
- Project wise Cost sheet updation based on salary allocation as
provided by HR
- Ensure projects achieve intended social impact outcomes.
2. Stakeholder Coordination
- Act as the primary point of contact for donors, NGOs, auditors,
and internal teams.
- Facilitate approvals, documentation, and communication for CSR
activities.
- Address queries and provide timely updates to stakeholders.
3. Financial Oversight
- Manage CSR fund utilization and maintain fund flow statements.
- Prepare monthly provisions, budgets, and expense reports.
- Ensure transparency and accountability in fund allocation.
4. Documentation & Reporting
- Prepare monthly/quarterly FUC reports for management and
donors.
- Reviewing and suggesting changes to the existing FUC formats
used by the Management.
- Suggest a few standard templates of the FUC with the Management
keeping in view the requirements of the donors and the needs of the
Management.
- Provide the checklist of information / documents required for
preparation of the FUC’s
- Maintain accurate records including invoices, payment
confirmations, and supporting documents.
- Preparation of statement of Budget vs actual costs and expenses
project wise on needs basis, including adequate support for common cost
allocation
- Support statutory filings and audit requirements.
5. Compliance & Audit Support
- Ensure CSR activities comply with the Companies Act and donor
guidelines.
- Assisting in compliance with donor requirements as per the
donor agreement.
· Assisting in preparing and providing data for donors
after due coordination with F&A team as well as other functions withing
SVF. (Including Ledgers Extracts from Tally, collating backup documents like
invoices etc., summarizing all expenses data for the projects and responding to
donor’s auditor queries).
· Coordinating with relevant stakeholders to get donor
audits completed in a time bound manner.
· Support any other
matter related to donor compliance and / or program funds tracking (as required
by SVF).
· Assisting in preparing details related to SVF
statutory audit with respect to FUCs.
Coordinate with auditors for verification of CSR expenses and
stock counts.
- Implement tools/processes (e.g., photo/AI -based reporting) to
strengthen audit readiness.
- Compliance of section 12AA and 80 G provisions of
the Income Tax Act, 1961 : Preparing and filing of Form 10BD which
requires furnishing of statement of donation received by SVF and issue of
donation certificate to the donors of 10BE
6. Continuous Improvement
- Identify gaps in CSR processes and recommend improvements.
- Collaborate with program managers to streamline documentation
and reporting.
- Evaluate integration of digital tools (Zoho, Tally, etc.) for
efficient CSR management.