Overview
The Finance Analyst plays an important role in disbursement related activities during implementation of a project. The FN is expected to work in close collaboration with the Finance Officer(s) and Regional Team Leader to support task teams, operations staff and external Borrowers.
Key Responsibilities
- Disbursement transactions processing: Act as the country focal point for assigned countries in disbursement related aspects in collaboration with the country Finance Officer, at country level. Perform transaction processing including release of disbursements, as appropriate. Promptly liaise with clients to resolve any potential issues or exceptions noted in the processing of transactions.
- Client Advisory & Engagement: Serve as a solution provider for advice to internal clients (task teams, financial management specialists and procurement specialists, legal) on preparation and implementation issues in the assigned countries. Appropriately utilize the Askloans Helpdesk (Client Relationship Management tool) to engage with clients and provide analytical and performance data on that client engagement.
- Project Restructuring and preparation of certain Trust Funds: Manage project preparation, as assigned by the Finance Officers for low-risk Trust Funds and review restructuring packages.
- Portfolio management: Monitor inactive Project Designated Accounts, engage in portfolio management activities, system updates and liaise with clients to ensure that Designated Accounts balances are promptly documented or refunded for orderly loan closure, and handle other tasks that may be assigned by their supervisor
- Training and Capacity building: Evaluate the results of both the reviews of transactions and the portfolio management work to identify areas where borrowers have capacity constraints and provide capacity-building to clients. This includes training end-users on how to access and interpret the Bank online systems, tools and data available in the data lakehouse, and how to perform their own analysis of the disbursement data.
- System and related tasks: Support the design and development of system and enhancement tasks, upgrades to applications and new system. Perform testing related to enhancement tasks, upgrades to applications. Preparation of disbursement and analytical reports, including maintaining interactive dashboards, data visualizations and reports using Power BI and other tools.
- Data stewardship and visualization: Work with various data platforms and tools such as Power BI and Advanced Excel. Collaborate with cross-functional teams to identify data requirements, automate reporting processes, and perform user acceptance testing for ongoing loan system modernization projects. Serve as the bridge between business teams and the technical data engineering team to translate business needs into technical requirements and explain technical concepts to non-technical stakeholders.
Required Experience
- Minimum of five (5) years of relevant work experience.
- Experience with a financial institution or an accounting firm is a plus.
- Experience working with financial systems, AI, and/or blockchain technology is a plus.
- Big Four or equivalent public accounting experience would be advantageous.
Qualifications
- Professional accounting qualification (CA, CPA, ACCA or an equivalent professional accounting qualification) preferred.
- A bachelor’s degree in finance, Accounting or a relevant discipline.
- Master’s degree in a relevant discipline – such as business administration, finance, accounting) is a plus.
