1. PROFILE
Personal Data:
Name : P. SIVA SHANKER
Father’s Name : S. Paramasivam
Address for Communication:
New No.113, Old No. 86, GANDHI ROAD,
VELACHERY, CHENNAI, TAMIL NADU - 600 042, INDIA.
Date of Birth : 15.11.1966
Religion : Christian
Marital Status : Married
No. of Children : Two
Spouse’s Name : Nirmala
Mobile # : 8015750085
Email : psnimmishanker@gmail.com
Educational Qualification:
MFM – Master of Financial Management, II Class, Annamalai University.
M.A. – Philosophy - 1st
class, RKM Vivekananda College, Chennai.
B.A. – Philosophy - 2nd
class, AM Jain College, Chennai.
Technical Qualification:
Completed USAID Grant Account Management Course & secured 92.5%
marks in the final Examination conducted by WV United States at Bangkok in
2006.
Done “Data Preparation & Computer Software” one year course at NCVT
Finished Tally ERP-9 – Financial Software & Specializing in Payroll and
Direct Taxes,
Successfully completed on-line trainings conducted by US Global Finance
Capacity Training for :
Managing Balance Sheet Liabilities & Net Assets, Managing Balance Sheet
Assets, Employee Advances & Expense Accruals
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2. Special achievements in academics or co-curricular activities, if any :
• Attended DOS Allocation methodology training at Singapore in 2005,
conducted by Asia Pacific Regional Office, Singapore.
• Successfully completed WV Asia Tsunami Response Team Skills
Assessment Work Shop
• Achieved Gold Grade in World Vision’s on-line course for Personal Security
• Successfully participated in the program on Self Reliance of CBO’s at KKID
Special skills obtained by training/hands-on- experience:
• Good amount of (15 years) working experience & knowledge in Sun System
4.2.6 & 6 ( Finance Software) able to generate / design new Reports,
• Good knowledge on GAAP, FCRA, FERA/FEMA, IT Act, TDS, Professional
Tax, Sales Tax ( TN-VAT ) Payroll and EPF.
• Specialist in handling FCRA accounts, annual Return FC-6 Preparation &
Filing, Sales Tax –VAT filing, Income Tax calculations & filing ITR online
Returns, TDS deductions, filing quarterly e-TDS through RPU, EPF on line
ECR & any number of staff Payroll.
• Well versed in our Accounting Systems & Procedures, able to assess the
Internal Controls, Cost Effectiveness, Analytical thinking, Reasoning capacity,
Negotiation & achieving the project target / goals.
• Willing to work with team spirit and able to work independently, design tests
to evaluate the systems and procedures,
• Able to prepare Financial Reports, Donor Reports, Budgets, Budget Proposals,
perform analytical review to determine the accuracy of reports.
• Software skills - well versed in MS Office Suite - Word, Excel & Power Point,
Sun System and Tally ERP9.
Known Languages : Tamil, English & Oriya (fair)
From November 2015 – till date ;
Working with SAATHII, a non-profitable organization as a Finance Manager,
handling SVAVRITTI finance Management, Asset Management, Cash & bank
Management, Partner Management, Asset Management ( SCM ).
• Reviewing the day to day financial transactions
• Statutory compliance ( TDS, IT, Service Tax, EPF etc )
• Preparing the Partner Funding and release of funds.
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3. • Partner MFR review and verify the supporting vouchers & invoices
• Preparing European Union Financial Interim and Final Reports
• Preparing UNICEF – FACE Form and detailed reports to UNICEF
• Submitting AJWS ( American Jewish World Service )
• Regular Support Monitoring Visits SMV and Regular Monitoring Visits RMV
to Implementing Partners offices
• Reviewing the Partner’s Accounts and guide the IP Accountants
• Preparing & Presenting the monthly / quarterly financial reports, MIS to MC
members and Donors
• Preparing Yearly Budgets and Budgetary Controls
• Expenditure Verification follow ups with External Auditors and obtaining
Utilization Certificate
• Payroll & Benefits
From January, 2015 to September 2015;
Working with Edi Builders Pvt. Ltd., Chennai as a Manager-Finance & Admin.
Looking after Admin & Finance - Bio Metric, Staff Leave, Advances, Staff Payroll,
Benefits, Terminal Benefits, Contractors payment, Labor Payments, TDS deductions,
EPF-online filing, Professional Tax, Income Tax, IT Filing, Labor Payments, TDS, e-
TDS filings-Returns, Form 16, Form16A, Form24 & Form26 online filing, VAT online
filing, Audit coordination, Assets maintenance, etc.,
Additional Responsibilities : As a Financial Consultant to Hebron Mission Trust,
Hebron Castle Church and Hebron Literature Centre, handling staff Payroll &
Benefits, Direct and Indirect Taxes, FCRA accounts maintenance, FCRA –FC-6 filings,
FC5 Renewals, Donor Reporting, MFS ( Monthly Financial Statements ), preparing
Grant Reports & BRS Etc.,
From April 09, 1996 to November 25, 2014 ;
Worked with World Vision India, International Humanitarian Organization for the
last 18 years at various location of India and handled different roles and
responsibilities as a Finance & Admin Specialist, Finance Officer, Finance & Admin.
Officer, Zonal Accountant & National Office – Finance Executive.
Key Responsibilities:
At National Office NRD as a Fund Analyst ( 1996 – 1997 ) :
• Direct Marketing
• Organizing 24 Hours Famine Programs
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4. • Direct Mails to Key Stack Holders, Donors and Sponsors
• New Child Link to New Sponsors – processing and assigning sponsor
numbers and handed over to Donor Relation Department
• Cash & Bank dealings
• Corporate Donors follow ups & preparing MIS
AT Internal Audit Department as a Audit Executive ( Six Month during 1997 ):
• Verification of National Office staff Medical & Conveyance Reimbursement
• Review the Internal Auditors – Preliminary Audit Reports
• Assist Internal Audits at Projects
• Preparing Yearly Audit plan
At Zonal Office, WV East Zone as a Zonal Accountant ( 1997 – 2000 ):
• Handled Zonal Office day to day financial transactions
• Sun Data Entries & Postings for both Local Fund & FCRA accounts
• ADPs accounts reconciliation with Zonal Office books of accounts
• Fund release to Projects – ADPs / CC & CD Projects
• Review & assist in preparing Project (ADPs ) Budget
• Preparing Zonal Office Budget
• Visits ADPs and review the ADP accounts, train the ADP Accountants
• Preparing staff Payroll
• Calculating, Deducting TDS & Income Tax
• Filing Income Tax, TDS quarterly & Annual Returns for both Vendors & Staff
• Preparing Fund Projection & Fund Request to National Office
• September Annual Account Closing for WVI
• March Account Closing for Statutory Purpose
• Asset Maintenance, preparing Fixed Assets Schedule
• Co-ordinate with Internal Audits & External Audits
• Part of a Purchase Committee and reviewed the PC Resolutions, Comparative
Statements & vendor Verification
At National Office, WV India as a Finance Executive ( 2000 – 2004 ) ;
• Day to Day Financial Transactions of National Office
• Sun data entries, Reviewed the transactions & Fair Postings
• Reconciling six Zonal Offices books of accounts with National Office
• PBAS Reconciliation
• Reviewed the Project ( ADPs ) books of accounts, Ageing, Accruals, Asset &
Liabilities
• Reconciling Bank & Cash, daily Petty Cash verification, monthly BRS review
• GL 450
• Prepared Funding Requests for WV PO, WV Germany, WV Taiwan & WV
Switzerland
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5. • Charging SAed
• Prepared monthly FFR,
• FFR posting in Lotus Notes
• Calculating Exchanging Rate
• Calculating Indirect charges
• CAM Allocation
• Fund Transfer to ADPs / Projects
• Support preparing Annual SMC, DPC & IPC Budgets
• Payroll & benefits
• FCRA / WV Year End Account Closing
• Assist Internal Audit, External Audit and Partnership Audit – and follow ups
FUR.
At India Tsunami Response Team (ITRT) Nagapattinam as a WV Finance &
Admin Officer ( 2004 - 2007 ):
• Handling day to day financial transactions,
• FCRA account closing, Year End account closing,
• Bank and Cash Reconciliations - BRS,
• daily reconciling cash on hand and Petty Cash expenses,
• approving bills and invoices,
• Review Employee Expense Reports,
• Maintaining FOREX advances & settlements,
• Monthly/Quarterly and Annual Financial Reports,
• Grant funding financial reports,
• Different Donor Reports,
• Passing Journals, monitoring Over Spent / Under spent, budgetary control.
• Pay Roll and benefits preparation,
• Income Tax Return filing, TDS filing, Form 16, 16A, 24 and 26Q preparation &
filing
• Internal, External, Statutory Audit and International Audit follow ups,
• Preparing Fund Projection & Fund Request, Cash Flow Statements.
• Purchase analysis; review the committee’s resolutions, Vendors, beneficiary
reviews.
• Handled Grant Funds - USAID, CIDA, Taiwan, Germany & DFID.
During the Tsunami Rehabilitation I have handled Impact Accounts, review the loan
applications & disbursed the payments to the Small Scale Business people, Through
MFI – MED assists vulnerable families / SHG Members / CBO’s for their small /
petty business purpose – Reviewed applications and verified their capacity and
prepared the feasibility reports to Management.
Special Achievement: Handled independently more than one billion worth of
financial transactions and related activities during the Tsunami Relief &
Rehabilitation Programs & Impact Project at Nagapattinam, Tamil Nadu, India as
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6. a Finance & Admin Officer, World Vision ITRT from Dec 2004 to Sep 2007.
Involved & handled the following activities:
• Constructed Temporary Shelters - 5500 nos
• Constructed Permanent Houses - 1348 Nos, by ETA & P&C Groups
• Constructed School Buildings - 06 Nos
• Constructed Toilet Blocks -15, Child Friendly Faces -11, Parks -2, Balvadis-6,
Community Hall-2, Fish Dry Platform-2, Fish Storage-8, Over Head Water
Tank-1, Dams-4, Pond Deepening -6, Compound walls -2, Road-1 Etc., has
done during the 3 years period ( 2004 – 2007 )
• Distributed,
Fiber Boats - 150 Nos
Catamarans - 110 Nos
Nets (diff types) - 200 Nos
(Water) Tanker Lorries – 02 Nos to Nagapattinam Municipality.
Under my supervision many more relief items were distributed, like Hygiene
Kits, Fans, Food Items, Grocery items, Cloths, School-College Fees, Training Fees,
Seeds, Trainings, Awareness programs, Medical Assistances and many more.
Trained DRR, member of NRRT and GRRT – handled Many National Disasters
like Super Cycle (1999), Orissa, Gujarath Earth Quake Relief & Rehabilitation
(2001) and Tsunami Relief & Rehabilitation Project (2004-2007) - Nagapattinam,
India.
At ADPs & MY CITY INITIATIVE – Chennai as a Finance Officer & Specialist
- Finance & Admin ( 2007 – 2014 )
• Day to Day Financial Transactions
• Approving Petty Cash & other Payments
• Review the Purchase Orders, Work Orders
• Review the Purchase Committee Resolutions, Comparative Statements and
Vendor verifications
• Consolidate MCIC Reports & preparing MIS for the Management
• Preparing & Posting the Core Reports, Variants Reports & Covering Memo in
Lotus Notes.
• Assist preparing Macro Proposals & Micro Proposals
• EDA beneficiaries verification
• Review the CDR & FDR
• Preparing Fixed Asset Schedule
• Consolidate Fund Request and Fund Projection for MCIC
• Preparing Special Funded Projects, ADP Projects and MCIC Budgets
• Review the EERs,
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7. • Monitor Finance, Logistic and Admin Assistants
• Frequent Field Visits, Program review and surprise visits to CDCs sub canters
• Reports to National Office, MFRs, Variance Reports and Ageing Reports
• Monthly Under-spent/Over-spent review and assist MCIC Director for
evaluation.
• ensure the expenses and activities accordance with the Field Finance Manual
• Internal control, staff care, organizing staff retreats and Staff Family retreats
• Train and develop the Project and Zonal staff, provided adequate support to
Finance & HR’s to making Financial Policies and HR/ADMN guidelines,
making Insurance, AMCs on timely manner, safety of office assets and
equipments, Review the Asset & Inventory registers, preparing and
accounting profit and loss account calculating Depreciation, Accrued the
expenses monthly and review all the accounts Payables and Receivables,
tracking Retentions, EMD, ISD etc, Book Keeping Training for SHGs/CBOs/
Federations. Train the Finance, Logistic and Admin team at Project level,
Zonal level and National level.
References:
Mr. Abie Alexander ( Ex Finance Director, World Vision India & presently with
International )
Worked in his Leadership at National Office, Finance Department
Mr. Jonathan Agarwal ( Ex East Zone Director & National Office Finance & Admin
Director, presently with WV Regional Finance Director, World Vision International –
East Asia Regional Office)
Worked under his leadership at East Zone and National Office
Mr. Christopher D Sam ( Ex Audit Manager, World Vision India, presently with WV
SAPRO as a Regional Finance Director)
Worked in his leadership at National Office Internal Audit Department
Mr. Ravi Kamalraj - 2547 3103 7156 ( Ex HR Manager, World Vision India, now with
WV International Capacity Building Director)
Ms.Vasanthi –91- 9444416333 – Manager-Finance, World Vision India
Mr. Victor Immanuel 91- 9600013856 ( Ex TD Director, World Vision India
Hobbies and special Interests: Reading Books, Playing – Volley Ball, Shuttle Cock &
Basket Ball.
(During my School & College days, represented Inter State Volley Ball Team, Inter
District, Inter University, School Nationals & Prestigious Open Tournaments at all
over India and achieved lot of prestigious Awards & Certificates).
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