Financial Management | Accounting | Fiscal Governance

Procurement and Public Financial Management (PPFM) Officer (9 Mar 2025 – 30 Sep 2026)

Local Infrastructure Support Programme (LISP) being executed by the Ministry of Federal Affairs and General Administration (MoFAGA) and recruited by DT Global International Development UK Ltd.

Key Result Areas:

• Procurement: Support and guide LGs for procurement of works, goods, services, and other services. Facilitate the procurement unit and concerned staff to generate the procurement documents, vendors and contractors selection, and administer the contract and assurance of LGs as per procurement laws of the Nepal Government. Supporting LGs in preparing procurement action plans (PAPs), Quality Assurance Plans (QAP), and procurement monitoring sheets.

• PFM and investment: Supporting LGs in Procurement and Public Financial Management (PPFM) activities and infrastructure investments. Assisting LGs with procurement planning, budgeting, procurement, reporting, and audit resolutions. Providing Technical Assistance (TA) Support to LGs on PFM, project delivery, and infrastructure asset inventory updates.

• Financial discipline and risk mitigation: Assisting LGs in implementing the Fiduciary Risk Management/Improvement Plan (FRMIP). Recommending and supporting for mitigating fiduciary risks.

• Capacity building: Facilitating PPFM and contract management capacity building to LGs. Assisting in reviewing Financial Management (Monitoring) Reports (FMRs), verifying expenditures, and reporting to the Manager.

• Coordination: Coordinating evidence-based, inclusive infrastructure planning and asset management. Establish coordination mechanisms among LISP-implemented LGs. 

• Strategic support and reporting: Providing the policy and law formulation support, strategic innovation support, planning, budgeting and implementation support adhering to the law and guidelines of Nepal and local governments. Preparing progress tracking tool in SharePoint and updating daily based on the information from local governments. Preparing Quarterly Financial Management Report (FMR) with opportunity, challenges and mitigation strategy and submitting to the central office. 

Public Financial Management (PFM) Expert (28 Sep 2020 – 15 Jul 2024)

Provincial and Local Governance Support Programme (PLGSP) being executed by the Ministry of Federal Affairs and General Administration (MoFAGA) and the United Nations Development Programme (UNDP)

Key Result Areas:

1) Public financial management

• Contributed to managing of core public administration functions in compliance with federal and provincial Public Financial Management (PFM) policies and reform, including support for budgeting, expenditure record tracking, PEFA and analysis for the SNGs

• Encouraged and supported the development of an annual financial plan that aligns with the periodic plan in SNGs

• Analyzed actual financial results compared to the budget and created variance reports

• Assisted in the drafting of 5 acts, 1 regulation, and 1 policy for Madhesh province and 44 revenue improvement action plans and 2 periodic plans for the local governments

• Guided the preparation of procurement documents, e-GP bid publication, bid opening and evaluation, and contract management in SNGs

• Examined the physical progress and financial documents of LGs for disbursement of another installment

2) Public procurement

• Facilitated the procurement unit of 7 ministries in procuring works, consulting services, goods, and other services based on procurement rules of GoN; completed 39 procurements; assisted in preparing rate analysis reports, cost estimates, bid publication, and contract agreement documents 32 times

• Mentored PLGs for contract management and tracking the work progress and supporting contractors/suppliers

• Supported for developing ToR, product specification, cost estimate, bid evaluation and contract management

3) Coordination, monitoring and reporting

• Collaborated with programme leaders and staff to provide training on finance and accounting procedures and technical assistance and guidance in budgeting and procurement activities in SNGs

• Monitored and provided suggestions to update LISA, FRA and progress of projects in LGs regarding innovative partnership fund projects

• Submitted report monthly, quarterly and yearly basis to central unit

• Supported the Provincial Research and Training Center (PRTC) in strengthening the PFM capacity of the SNGs

• Provided advice and direction on strategic and policy issues to strengthen Gender Equality and Social Inclusion (GESI) initiatives in the programme plan and implementation  

4) Research, data management and analysis

• Supported Madhesh Province PTCO and ministry of finance for managing financial data

• Collected and analysed data for study of ICT status, budgeting and local governance 

• Coordinated, visited and supported to local governments for the funded projects, LISA, FRA and formulation of plans 

• Identified areas requiring support in the PFM sector in Madhesh province to include in the Annual Strategic Implementation Plan (ASIP)

5) Partnership and collaboration

• Participated in the development, implementation, and follow-up of fiduciary risk assessment of the province and all local governments (LGs) of Madhesh province, with 90% of LGs completing the assessment

• Produced the report such as progress report of Madhesh Province 3 times

• Organized different workshop, trainings and meetings in partnership with SNGs 

6) Knowledge management and capacity development

• Supported the PLGSP team of Madhesh Province for filing, storing and using the document generated

• Organized various trainings and shared the knowledge regarding the planning, budgeting and governance

• Designed and organized 6 public procurement training and 3 Medium-Term Expenditure Framework (MTEF) training and 24 LISA and FRA orientation programmes in Madhesh province and its LGs

• Supported in collecting the best practices of LGs for the best practice sharing workshop

Financial Management Expert (4 Apr 2017 – 27 Sep 2020) 

Oriental Consultants Global/Central Level Project Implementation Unit (CLPIU), Kathmandu, Nepal

Key Result Areas:

1) Public and private financial management and procurement

• Supervised cash management and prepared monthly, quarterly and long-term cash flow forecast

• Kept comprehensive and timely financial records and updated top management on the financial standing

• Provided support to CLPIU and JICA to analyze financial risks

• Examined the financial activities of the project and supported to CLPIU for updating transactions and financial statements

• Supported in e-bidding, bid evaluation, contract management and verifying the bills, VAT and taxes

2) Coordination, monitoring and reporting

• Coordinated and recommended solutions for financial issues, mistakes, and inconsistencies that arose among clients, contractors, and donors

• Monitored the financial aspects of 274 construction projects using earned value assessments (EVA) and verified contractor’s invoices every month for payment

• Communicated, coordinated and monitored to ensure that contractors had the sufficient cash flow to support uninterrupted construction work and quality deliverables

• Prepared the monthly, quarterly, yearly and completion report for all stakeholders

• Compared financial progress with physical progress and reported to donors and CLPIU

• Examined the procurement documents related to public procurement such as variance, variation, evaluation, insurance, bank guarantees and taxation

3) Research, data management and analysis

• Developed, maintained, and utilized the financial database system for ESRP using advance MS excel

• Examined and evaluated financial records, tracked projections, monitored accounts, and compiled an overview of expenditures of 76 contract packages (274 school buildings)

• Prepared periodic budget forecast analysing the related data

• Advised bookkeepers, coordinators, principals, project managers, and administrators on daily financial matters analysing the data

• Took a leadership role in identifying deviations and errors, making corrections, and allocating expenses and indirect costs

4) Partnership and collaboration

• Prepared various financial reports, including monthly financial plans, cash budget reports, budget versus expenditure statements, and reports on sources and uses of funds, cash flows, inventory, and fixed assets, as well as monthly and quarterly progress reports in collaboration with contractors, CLPIU and consultants

• Took a lead to expedite payments to suppliers, contractors, and consultants, prepare and submit invoices for donor disbursement

• Supported to the contractors for managing, forecasting maintaining cashflows

• Checked the accuracy of bills and financial statements and supported to correct the errors

• Supported CLPIU to check VAT and Tax of the bills submitted by the contractors

5) Knowledge management and capacity development

• Discussed to the contractors for financial risks and issues

• Trained the staff of each package to develop/revise work schedule using MS Project/Excel, track the progress and plan the resources

• Analyzed, advised, and recommended actions to meet milestones and targets

• Shared financial progress and physical progress (prepared by engineers) and advised to expedite the work from the financial point of view in the monthly meeting with contractors and engineers 

Project Finance Controller (1 Apr 2014 – 31 Mar 2017) 

Kathmandu Metropolitan City, Kathmandu, Nepal 

Key Result Areas:

• Created an annual budget and compared actual expenses

• Supported in the procurement function

• Supervised the month-end closing process, generated financial statements, and managed reconciliations

• Oversaw, monitored and directed various financial tasks such as accounting, payroll, financial reporting, accounts payable and receivable, asset coordination, account management, and budgets

• Presented operational reports to senior management and executive teams, provided advice on significant financial implications, and facilitated internal and external audits

• Collaborated with finance and accounting departments to provide comprehensive financial information for management, stakeholders, and executives to aid decision-making

• Worked with programme leaders and staff to provide education and training on finance and accounting procedures

• Played an active role in developing internal control guidelines, a statutory accounting mechanism, and a project finance planning, implementation, monitoring, and reporting system

• Provided strategic guidance and leadership to the financial management of the project, finalized the quarterly financial report, and revised the budget as needed to make it more contextual

• Coordinated with metropolitan authorities and the donor for any changes or revisions necessary for the project's success

• Reviewed proposals submitted by external groups and recommended the release of funds as appropriate

• Coached the admin and finance team of the project to build their capacity for maintaining flawless financial transactions and documents

• Handled the finalization of operational and developmental budgets, cash flow reports, updated budget forecasts, policies and procedures for the project, and all financial reports

Project Administration and Finance Manager (1 Jan 2010 – 31 Mar 2013) 

Institute of Governance and Development, Kathmandu, Nepal

Key Result Areas:

1) Accounting Management

• Established a systematic process for accounting and verifying budgets and expenditures; reviewed transactions and made necessary rectifications and adjustments

• Maintained accurate financial records for a partner organization, including procurement, cost analysis, financial analysis, fund reconciliation, posting, and inventory control

• Led the integration of budgets and expenditures for implementing partners and prepared final reports for donors and stakeholders

• Prepared variance reports, analyzed actual financial results against the budget, and shared findings with concerned stakeholders

• Created budget forecasts for short-term and long-term financial objectives and reported to partner organizations and management

• Completed month-end and year-end closings, ensuring records were audit-ready and accounting transactions were recorded on time

• Ensured accuracy and compliance in payroll, vendor payments, tax systems, and other accounting disbursements

• Prepared internal and regulatory financial reports, balance sheets, and income statements

• Managed relationships with the Social Welfare Council, tax authorities, relevant government bodies, bankers, and auditors

• Participated in designing and developing projects, leading the admin and finance team in financial operations

• Conducted performance appraisals for subordinates through verbal, written, and ongoing review programmes

• Assessed the current or future financial status of partners by developing or analyzing financial information

• Coordinated and facilitated financial and non-financial audits

• Prepared quarterly and annual financial narrative reports

2) Partner Finance Management

• Enhanced the financial management capabilities of five implementing partner organizations

• Established project accounting system for the project and organized training sessions and refresher courses on financial management for partners’ staff, tailored to partner capacity assessments, on-the-job coaching, and performance reviews to promote a robust financial management system

• Evaluated partner internal control systems, procedures, and relevant policies to ensure compliance and effectiveness

• Created financial reporting templates, forms, and spreadsheets for monitoring and recording purposes

• Examined partners' expenditure statements and relayed findings to partners and management for resolution

• Assisted in identifying potential risks within partner organizations

• Reviewed fund disbursement requests to ensure funds were disbursed correctly

• Assisted external/internal/donor members during audits of partner organizations

• Conducted financial monitoring visits to partner organizations, prepared visit reports, shared findings and discrepancies, and followed up on implementation of recommendations

• Verified partner reports, compiled them, and submitted to donors

• Collaborated with donors and partners to provide financial information for monthly monitoring of budget utilization aligned with programme plans of partner organizations

• Supported preparation and reviewed quarterly and yearly budgets of partner organizations to ensure compliance with project rules and regulations

• Prepared budget reforecast statements for partner organizations

• Documented partnership Memoranda of Understanding (MoU), project plans, and legal documents of partner organizations

• Supported in carrying out partnership capacity assessment or yearly partnership review for partner organization

• Facilitated and guided partner organizations in conducting a healthy and transparent procurement process in accordance with policies, rules, and regulations

3) Project specific support

• Successfully finished the project and devised an exit strategy

• Advised the project team on administrative and financial issues

• Drafted memos and budget amendment documents for the project

• Arranged and led meetings to address financial management issues

• Assisted the project team by orienting partners on financial management

Finance and Accounting Head (1 Jan 2008 – 30 Jan 2009)

World Vision Advocacy Forum (WVAF) Nepal, Kathmandu, Nepal

Key Result Areas:

1)  Administration

• Managed the general upkeep and safety of the building and its premises, office equipment inventory and stock

• Maintained accurate records and files

• Kept attendance registers and leave records for all office staff

• Supervised subordinate, organized and conducted internal meetings, recorded meeting minutes, and drafted letters and memos for organizations and regular clients

• Maintained positive relationships with line agencies and governmental organizations

• Compiled periodic reports for submission to donors

• Assisted for the performance evaluating of the staff

• Took the initiative in procuring supplies and other materials

• Negotiated with agents, landlords, suppliers, and vendors

2) Financial Management

• Developed the financial system to meet audit and requirements of the donors' financial rules and regulations

• Maintained and periodically updated office accounts on the computer

• Prepared salary statements and vouchers for all central office staff and kept personal accounts of all staff in proper order

• Verified all bills and documents before making payments

• Verified vouchers and journal entries for each transaction and signed vouchers and put in perfect order

• Prepared monthly budget projections for requisition by the central office and district offices

• Prepared and verified vouchers and monthly statements of expenditures and receipts, including trial balances as required in field offices and periodic financial reports for submission to donors

• Kept updated on income tax and other government tax regulations and any changes

• Checked entries in the ledger/computer accounting package

• Verified the cash balance at the end of each month and signed the statement

• Received bank statements, reconciled them with the bank ledger, and prepared reconciliations

• Checked approvals and field returns for journal entries

• Requested the necessary funds from donors in local currency in consultation with the authority

• Reconciled periodic accounts with periodic transfers

3) Budget Planning

• Coordinated with all relevant parties and staff members to prepare and compile the yearly budget

• Played a key role in budget preparation and compilation, maintaining both hard and soft copies of the documents

• Supported organizational strategic planning efforts

• 4) Recording and Reporting

• Prepared and submitted financial statements and monthly expense reports to the management for review and to the head of the organization for final approval

• Maintained up-to-date records of retirement funds and other benefit packages provided to staff

5) Monitoring

• Conducted regular and surprise field visits for monitoring and provided continuous financial feedback

• Followed up on outstanding floats and advances, preparing monthly financial statements of transactions to monitor variances

• Raised queries regarding unclear and incomplete account information and documents

• Regularly produced financial and budget-monitoring information to assist the programme and supervisors in tracking budget and expenditures

6) Coordination

• Coordinated logistics supplies, general administrative, and security issues with the central and field offices, partners, and donors

• Gathered information from projects and other sources to support the distribution of information within the projects

• Liaised with all relevant individuals

• Attended meetings and other necessary gatherings 

Administration & Finance Coordinator (1 Aug 2006 to 31 Jul 2007)

ChildFund Japan, Nepal Office, Kathmandu, Nepal

Key Result Areas:

• Coordinated and put into operation financial, administrative, or other general information to facilitate operational control, decision-making, or reporting

• Established effective budgetary and financial controls by monitoring expenditures and investigating significant budget variances

• Reviewed long-term plans and annual budgets, including general guidelines, and coordinated with the head office to suggest necessary revisions

• Provided on-the-job and off-the-job training to staff and partners funded by ChildFund Japan

• Audited the financial documents of partner organizations to comply with ChildFund Japan's financial control system

• Made recommendations for internal control measures to improve project accounting systems

• Assisted the auditor in identifying floats and deviations

• Maintained all documents in compliance with legal requirements, including accounting, taxation, government returns, and personnel

• Checked the accuracy of project financial reports and examined the validity of proposed budgets before coordinating with the head office for further actions

• Prepared and submitted monthly and annual financial statements and financial reports on findings and recommendations resulting from regular field office audits in funded projects

Account Officer (16 Aug 2001 to 31 Jul 2006)

Gorkha Savings and Finance Cooperative Ltd., Kathmandu, Nepal

• Protected and managed accounting records, monitored attendance and leave records. Updated financial records such as all books of accounts and salary sheets. Handled vouching, posting, debt collection, cash disbursements, and the preparation of financial statements.

Accountant (14 Apr 1997 to 13 May 2001)

Shatabdi Boarding School, Kathmandu, Nepal

• Handled vouching, posting, payment, debt collection, cash disbursements, bookkeeping, and financial statements preparation.