- In compliance of the IRS requirement, develop a calendar and arrange timely filing of IRS Form 990 on or before the 15 May following the year-end.
- In compliance of the JAINA by-laws Section 7 (m), develop a calendar for timely completion of the annual audit within one year of tax filing.
- Develop finance policies for JAINA, YJA, YJP and bi-annual convention.
- Develop authorization matrix for disbursements of funds.
- Review existing QuickBooks Chart of Accounts and develop proposed modification.
- Design and professionally customize QuickBooks system generated reports to enable generation/creation of finance report by committee activities, JAINA projects etc.
- Invest surplus funds with twin objectives of optimizing return and preserving capital.
- Organize historical finance records in a systemic method and secure its access.
- Establish best in class compliance environment.
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Name
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Email
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Phone
|
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Treasurer (Chair), Biren Shah – CA, Jignesh Jain – IL, Parthiv Shah - MN , Chair
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FC-committee@jaina.org
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386-871-5455
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|
Atul Shah
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FirstVP@jaina.org
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630-501-4373
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Biren Shah
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biren.shah@jaina.org
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408-206-9049
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Parthiv Shah
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parthiv.shah@jainaoffice.org
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347-685-5258
|
|
Jignesh Jain
|
jignesh.jain@jainaoffice.org
|
847-477-5246
|
|
Deepa Narang, EC liasion
|
Canada-RVP@jaina.org
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437-984-8484
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