VisionFund Financial Planning and Analysis Manager

World Vision, California, United States

Skill Required:, Finance and Accounts
Preferred Experience: 
7 to 10 Year
Closing Date for Applications: 
14th May, 2019

Job Description


VisionFund is seeking a Financial Planning and Analysis Manager to assist the Controller in development and execution of financial planning, reporting and forecasting for the Microfinance Institutions globally. This position takes direction from the Controller and works closely with the CFO, and senior management to design and implement the annual forecasts in line with the organizational strategy. This will require continued development of the budgeting process, monthly reporting and forecasting models, including funding forecasting and ongoing cash and liquidity management reporting. This position also manages the MFI lending and investment forecasting process. Experienced in banking accounting and procedures (min. 7 years), this person will also communicate and train the financial staff in the MFI’s and work with them to ensure timely submissions and accurate numbers.


MFI Budget and Forecast:

  • Design forecast model templates to be used by all MFIs.
  • Own and implement global process for review and consolidation of forecasts.
  • Seek continual improvement and refinement of process.
  • Train MFIs and regional staff on use of the models.
  • Distribute monthly rolling reforecasts.
  • Work with VFI finance staff to ensure proper budget to actual reporting.

VFI Budget and Forecast:

  • Design and implement global financial model and 10+ departmental budgets.
  • Work with SET to develop accurate assumptions aligned with strategy.
  • Work with Finance and Funding staff to develop portfolio and income drivers and cash flow assumptions.
  • Prepare quarterly reforecasts and provide commentary on changes.
  • Work with VFI finance staff to ensure proper budget to actual reporting.

Financial Analysis:

  • Provide support in the analysis and implementation of projects for the network.
  • Create financial models to support management decision making processes.
  • Engage with all levels of staff to gather necessary information for required analysis.


  • Finance, Accounting or Business degree.
  • Thorough knowledge and extensive experience in financial accounting control and operational risk assessment, management/performance reporting, and budgeting principles and practices.
  • Advanced Excel Knowledge.
  • Demonstrated ability to implement and use business intelligence tools for large datasets.
  • Ability to create complex financial models.
  • Good communication and influence skills in both oral and written forms.
  • Effective ability to train people in VisionFund policies and procedures formally and informally.
  • Must be experienced in use of accounting computer software systems.
  • Must be able to simultaneously manage multiple priorities and projects.
  • Must be cross-culturally sensitive as will work with associates from every area of the world.
  • Flexibility on hours to contact people within wide time zone differences is required.
  • 7 years related work experience preferably in banking environment.
  • Effective in written and verbal communication in English.
  • Spanish fluency desirable.

Preferred Skills, Knowledge and Experience:

  • MBA and/or CPA and/or CFA preferred.
  • Multi-national, multi-currency work experience strongly preferred.

Work Environment/Travel:

The position requires ability and willingness to travel domestically and internationally up to 15% of the time.


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