Senior Manager, Financial Planning & Analysis

About IDinsight
We're a global data and evidence advisory, working with governments, philanthropies, and
non-profits to improve lives at scale, using technology and AI where they can deliver the most
impact.
IDinsight is a global nonprofit that equips leaders with the data, evidence and technology to
improve lives at scale. We partner with governments, NGOs, multilaterals, and funders to support decisions at every stage of their impact journey – from bold pilots to nationwide scale-ups. Our teams bring rigorous evidence and practical insights so leaders can make informed decisions that truly change lives. With our partners, we are pioneering the next frontier of social impact, where data and technology accelerate progress for millions. We help leaders overcome the three main barriers to impact:
Figuring out what works
Learning and improving
Reaching and operating at scale
We work in multiple countries across Asia and Africa. Our work spans a wide range of sectors,
including agriculture, education, health, governance, sanitation, financial inclusion, and other
areas.
We have expertise in a variety of rigorous approaches and methodologies, which we tailor to each client depending on their needs and constraints. To achieve a positive social impact we:
Support our partners with the full ‘data and evidenceʼ value chain – from primary data
collection to data systems, monitoring, evaluation, and learning tools, and data science
Inform funding decisions – toward high-impact initiatives and away from less effective
programs or approaches
Create cutting-edge AI-for-good products that make the delivery of social interventions
and learning tools more cost-effective and scalable
Our diverse, growing team of roughly 250 outstanding colleagues operate in nearly two dozen
countries around the world. Learn more about our mission, values, and principles at
www.IDinsight.org.
Joining IDinsight at this moment
IDinsight is entering an exciting new phase of growth. As demand for rigorous evidence and
AI-enabled solutions accelerates across the sectors and geographies we work in, we are actively investing in our teams, deepening our regional footprint, and expanding the frontier of what data and technology can do for social impact. This is a moment of real momentum for IDinsight. We're looking for people who want to use data and evidence to improve lives at scale; who are energized by taking on problems without a playbook; and who want a hand in shaping what IDinsight becomes as we grow.
About The Financial Planning & Analysis Senior Manager Role
The FP&A Senior Manager will support IDinsight with project and regional budgeting, forecasting, value-added analysis, and insightful financial reporting. The role sits in the Global Finance team and reports to the Head of Financial Planning & Analysis, working closely with the CFO and finance colleagues across our regional offices.
Responsibilities
Reporting and analysis
Project level
Oversee the monthly budget vs. actual BVA reporting process and share project-level
analysis and key takeaways with each project team, including quarterly review calls (or
more frequent ones, as warranted)
Suggest and implement improvements to monthly project reporting tools and processes
Develop and maintain a global dashboard for evaluating all projects, share meaningful
insights with the regions, and follow up on agreed action plans
Give input into policies and guidelines for project reporting, charging, evaluation, and
ongoing forecasting
Work closely with teams to keep pipeline and contract opportunities up to date, ensuring
annual revenue projections are accurate
Prepare ad hoc reports for project teams and funders
Regional level
Provide BVA analysis and commentary to leads of revenue-generating units through
monthly dashboards
Help regional teams update the project pipeline with revenue projections
Work with regions to interpret the utilization tracker and identify key takeaways for regional
leads and project managers
Build project profitability analysis across the portfolio
Prepare and update cash forecasts for each regional office, feeding into global reporting
Help regions understand which opportunities are self-funded and analyze the related
utilization
Prepare presentations for leadership of revenue-generating units and create additional
value-added financial reporting and tracking
Prepare routine reporting on contribution revenue, restrictions, and receivables, working
with the accounting team to ensure accuracy
Update specific sections of the quarterly board package, including the project pipeline and
dashboard
Systems transition ERP/PSA
Lead FP&A reporting through IDinsight's ongoing finance systems transition, with a focus
on the project life cycle
Work with regional and global finance and accounting teams to ensure data is accurate,
complete, and fit for reporting
Work with systems analysts and implementation consultants to ensure reporting
requirements are built correctly into the new systems
Train project teams to extract reports from the new systems and draw meaningful analysis
from them
Document FP&A processes and SOPs, and prepare budgeting and revenue recognition
guidelines for the new systems
Manage system maintenance from a project life cycle perspective alongside the system
administrator, including setting up new projects and team members
Project and regional budgeting and forecasting
Guide FP&A Senior Associates as they support project teams with tools, analysis, and
guidance on project budget preparation, contract negotiations, and billing rate analysis
Review project budgets after first-level review by FP&A Senior Associates
Support revenue-generating units in annual budgeting and forecasting. This may include coordinating budget processes, supporting leadership in building their budgets, and coordinating project pipeline, staffing, and cash forecasts
Revenue and receivables
Build processes to ensure correct billing of, and accrual for, all client revenue
Review revenue recognition for client projects and ensure the amounts recorded reflect
progress toward project completion
Ensure collection of all outstanding accounts receivable (external and intercompany),
working alongside the AR team
Support the accounting team in preparing monthly, quarterly, and annual reporting, and
reconcile it to management reporting and dashboards
Support the monthly close and annual audit processes as needed
Other
Lead or support other finance workstreams as needed, which may include cash forecasting
and investment management, finance operations, compliance, and treasury
Coordinate with Legal and Operations on governance, compliance, and organizational
policy
Coordinate with other finance functions, global support functions, and regions on projects
and processes that span the organization
Act as backup for other finance functions
Qualifications
Required
5 years of work experience in finance, covering all or most of the following: financial
planning (including budgeting and forecasting), financial reporting and dashboards,
accounting in a multi-entity environment, internal controls, and treasury
Significant leadership experience in a finance function
Bachelor's degree in accounting, finance, or a related field
Skills and attributes:
Strong leadership skills
Thrives in fast-paced environments and is excited by opportunities to explore and implement new ideas
Proactive attitude with a bias to action
Excellent communication skills
Strong project management and change management skills
Ability to work effectively with cross-functional teams located across many
countries
Preferred
Professional accounting qualification CPA, ACA, ACCA Part II, or equivalent)
Experience in the social sector and in a project-based environment (both highly desirable)
Master's degree in a related field (helpful but not required)
Professional development
Skill and career development are core to IDinsight's values and long-term impact strategy, and
have been noted highlights of teammatesʼ experiences. IDinsighters receive significant mentorship from IDinsight leadership, support from talented peers, and are given considerable autonomy when ready. They maintain professional develop

Work arrangement
No