Educational Requirements:

MSW, B. Com +Accounting, Finance Exp, Solid knowledge of Microsoft Excel and PowerPoint.

Knowledge of CSR, Charity & philanthropic activities

Work Experience:

2-5 years of experience in MIS, Accounts, CSR, Trust, Foundation, NGO, or Project Management. Experience in beneficiary tracking, reporting, and documentation preferred.

Experience in Zakat compliance and fund distribution in alignment with Islamic principles

Familiarity with charitable organizations/NGOs in India and experience with multi location project management.

Role & responsibilities:

Field Monitoring

1. Conduct field visits and beneficiary verification.
2. Monitor project implementation and collect supporting documents
3. Coordinate with NGOs, Trusts, Schools, Hospitals, and Community Partners
4. Prepare field visit reports with photographs and observations.

MIS & Reporting:
1. Maintain project MIS, beneficiary database, and trackers
2. Prepare monthly, quarterly, and annual reports.
3.



Generate dashboards and analytical reports using Excel.
4. Support impact assessment and management reporting.

Trust & Foundation Management: 1)Maintain records of trust activities, grants, scholarships, and beneficiaries.
1. Coordinate with trustees, NGOs, auditors, and project partners. 3)Ensure proper documentation and compliance records.
2. Track project budgets, approvals, and fund utilization.

Accounts & Documentation: 1)Maintain grant disbursement and expenditure records
1. Coordinate with Accounts for payments and reconciliations
2. Verify utilization certificates and supporting documents
3. Support audit and compliance requirements.

Presentation & Communication:
1. Prepare PowerPoint presentations for management and trustees.
2. Compile project updates, success stories, and impact reports.
3. Maintain digital and physical records of projects.

📌 Csr Executive (Mumbai)
🏢 Allana Group
📍 Mumbai