Job Description
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.
Requirements
Qualifications & Skills
- Bachelor’s/Master’s degree in Finance, Social Work, Business Administration, or related field.
- 4–6 years of experience in CSR, compliance, or project/account management.
- Strong knowledge of CSR regulations under the Companies Act.
- Excellent communication and stakeholder management skills.
- Proficiency in financial reporting tools and ERP systems (Zoho, Tally, etc.).
- Ability to manage multiple projects and meet deadlines.
Key Competencies
- Attention to detail and accuracy.
- Strong organizational and analytical skills.
- Problem-solving and decision-making ability.
- Collaborative mindset with cross-functional teams.
- Ethical and compliance-driven approach.
RequirementsQualifications & Skills Bachelor’s/Master’s degree in Finance, Social Work, Business Administration, or related field. 4–6 years of experience in CSR, compliance, or project/account management. Strong knowledge of CSR regulations under the Companies Act. Excellent communication and stakeholder management skills. Proficiency in financial reporting tools and ERP systems (Zoho, Tally, etc.). Ability to manage multiple projects and meet deadlines. Key Competencies Attention to detail and accuracy. Strong organizational and analytical skills. Problem-solving and decision-making ability. Collaborative mindset with cross-functional teams. Ethical and compliance-driven approach….