Officer/ Sr. Officer - Finance, Child Welfare Department

Brief description of JAAGO Foundation

Founded in 2007, JAAGO Foundation is a leader in providing education, empowerment, and community development. We are dedicated to breaking the cycle of poverty through innovative education and volunteerism that enables underprivileged children and youth to realize their potential.

Position Summary

This role ensures accurate sponsor payment management, including data entry, incentive calculations, and issue resolution. It involves collaborating with Finance and Child Welfare teams, maintaining records for audits, and optimizing workflows to streamline processes and enhance efficiency.

Key Responsibilities

1. Donor Payment Management

• Data Entry and Verification:
  • Accurately record donor payment details in financial software.
  • Verify entries to ensure completeness and accuracy.
  • Incentive Calculations:
  • Calculate staff incentives based on predefined criteria.
  • Maintain accurate and updated records of incentive calculations and disbursements.
  • Collaboration with Finance:
  • Prepare and submit detailed payment and incentive reports to the Finance Department on a monthly basis. These reports should include transaction breakdowns, discrepancies, and incentive summaries.
  • Coordinate with Finance to ensure timely processing of payments and incentive disbursements.

2. Issue Resolution

• Handling Payment Discrepancies:
  • Investigate and resolve discrepancies related to donor payments.
  • Act as the primary contact for payment-related queries from the Child Welfare and Finance teams.
  • Process Improvement:
  • Collaborate with relevant teams to identify and address inefficiencies in payment processes.
  • Propose and implement solutions to improve workflow accuracy and efficiency.

3. Documentation and Reporting

• Record Management:
  • Maintain detailed and organized records of donor payments, incentive calculations, and disbursement requests. These records are crucial for audits, compliance with financial standards, and accurate reporting.
  • Ensure all documentation is audit-ready and easily accessible for internal reviews.

• Reporting:
  • Generate regular reports on payment processing, issue resolution, and key metrics such as transaction trends, unresolved discrepancies, and incentive disbursement statuses for department leadership.

4. Financial Software Expertise

• Zoho Financial Software Usage:
  • Manage donor payment processing using Zoho financial tools, including Books, Subscriptions, and other related applications.
  • Ensure seamless integration and functionality of Zoho platforms to optimize financial operations.
  • Troubleshoot and resolve issues with financial software while maintaining operational efficiency.

Education

• Bachelor’s degree in Finance, Statistics, Computer Science, or a related field.

Experience

• 1–2 years of experience in finance operations, payment processing, or a coordination role.
• Prior experience in the development sector is a plus.

Skills

• Strong organizational and data management skills.
• Proficiency in Microsoft Excel and financial software.
• Excellent communication skills, both written and verbal.
• Ability to work collaboratively with cross-functional teams.

Personal Traits

• Detail-oriented with strong problem-solving abilities.
• Proactive and capable of handling multiple tasks under deadlines.
• High level of integrity and commitment to organizational goals.