Assistant, Financial Services

2 months ago

New Delhi, India Rotary International Full time

**_General Overview _**
- This position is responsible for processing contributions and donations received by Rotary Foundation (India) from Rotarians, clubs and districts in India and assist in handling all matters related to the contributions and maintenance of records of life insurance policies/wills etc. assigned in favor of Rotary Foundation (India) for benefactor recognition. This position will also deal with all related laws and regulations of Government of India (GOI) for receipts, payments, bookkeeping and accounting.

**_Education_**:

- Bachelor’s degree in commerce is a must. Proficiency in computers, Tally and MS Office is required.

**_Knowledge and Skills_**
- Good knowledge of accounting is essential.
- Computer literate with knowledge of Microsoft Windows Suite. (Excel Word, Outlook, PowerPoint, Visio), accounting software & Tally accounting.
- Good written and verbal skills in English and Hindi are essential. Ability to understand and speak a local language(s) desired.
- Commitment to accuracy and attention to details are essential.
- Ability to manage multiple priorities and work effectively in a team.

**_Specific Duties_**
- Process and account for all contributions for general giving, grants, benefactors, major donors, term gifts, endowment fund etc. in Rotary Foundation (India) in a timely and accurate manner. Ensure all details related to contributions and receipts in Rotary Foundation (India) comply with Indian GAAP, applicable local laws and Rotary International policies and are uploaded in ‘Oracle within allocated timelines.
- Processing the TRF contributions of all Fiscal Agents.
- Sending 80G Receipts of all Contributions to Donors & 10 BE Certificates.
- Reconcile bank transactions to receipts passed on a weekly basis for all inbound bank accounts. Send unknown credits aging report to TRF and CDS teams for resolution on a monthly basis.
- Ensure that all detail of contributions received under Corporate Social Responsibility (CSR) are being informed and reported as per the established policies and procedures.
- Facilitate review of AR transactions, documents and books of accounts during statutory and governmental audits. Provide information for assessments and annual filing as required.
- Coordinate queries from Rotarians, donors, officers of clubs & districts related to contributions, donations and associated recognition.
- Follow-up with the bankers with respect to any reconciliation items pending for clarification.
- Perform other duties as assigned.

**_Prior Experience_**
- Minimum 1 year of related work experience required, preferably in an accounting environment with related organization/institution.

**_Supervisory Responsibility_**
- Not Applicable

**_Budget Responsibility_**
- Provide detail of expenses made during previous year to Supervisor for the purpose of preparation of Budget.

**_Internal Contacts_**
- All staff of RISAO and appropriate staff at WHQ.

**_External Contacts_**
- Rotarians, club & district officers and appropriate staff at World Headquarters.
- Bank, auditors, income tax authorities and concerned Government department officials.

**_Equipment Used_**:

- Personal Computer/Laptop including special software systems and their integration components, Printer, Fax Machine, Copier, and Telephone.

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