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Finance and Support Services Director

Position: Finance & Support Services Director

Location: World Vision Zambia National Office

Position Reports to: WVZ National Director and functionally to the Southern Africa

Regional Finance Director

Work Context/Background

World Vision has been operating in Zambia since 1981. WV Zambia Limited is now registered both financially and legally as a local organization. World Vision Zambia Limited (WVZL) and has a local Board of Directors that includes standard Board Committees, includes both Finance and Audit & Risk Committees. WVZL’s major program priorities include: health and nutrition, education, improved livelihoods, WASH and protection. The organization’s strategy targets child well-being in nine of Zambia’s 10 Provinces.

The organization provides support to approximately 120,000 registered children through child sponsorship within over multi-sectoral 30 Area Programmes (AP). Currently, the programming portfolio consists of projects funded through child sponsorship, public and private financed grants and Gifts-in-Kind (GIK). The overall financial budget varies year-to-year, however it varies between $35-$40 million annual cash budget.

Purpose of Position

The position provides overall leadership, oversight and management support for all aspects of financial management, supply chain (procurement), ICT (Information Technology) and Administration in the National Office. The Finance and Support Services Director is a strategic partner and is a member of the National Office’s Senior Management/Leadership Team of the National Office. The overarching focus of this position is to ensure the office’s financial and support functions provide transparency, accountability, world class stewardship, coordinated planning and budgeting to the rest of the organization. This includes providing accurate financial data, strong and strategic analysis and advice, as well as developing and implementing a financial strategy that best serves the Office’s strategic and program objectives. The position must lead his/her staff in providing world class internal controls, risk management, and asset safeguarding according to World Vision approved policies and procedures as well as globally accepted standards.

In addition to leading the Finance functions of the National Office, this position shall also provide leadership to the Supply Chain team ensuring that the procurement of organizational resources is executed effectively, efficiently and economically which results in significant cost savings and meets the organizational needs related to timeliness and product/service quality and compliance.

This position also provide overall leadership to the ICT team and to ensure that the office has reliable, sufficient connectivity and the organization’s information systems and resources are adequately protected. This person will ensure the team is facilitating the smooth operation of technical solutions that meet the needs of the organization. The incumbent will also provide overall leadership to the Administration function ensuring that the National Office is effectively supported and staff have a clean, secure and hospitable place to work as well as the fleet is operating to the highest safety and efficiency standards.

Major Responsibilities

Leadership, Capacity Development and Strategic Partnering

  • Provide strong and positive leadership to the Finance and Support Services Department; ensuring competent and motivated staff are hired, developed and retained and that the Department is providing efficient delivery of services.

  • Coordinate professional and personal development of Finance and Support Service staff through adequate orientation, on-the-job coaching, identification of learning, training needs and opportunities (e.g. in accounting, SunSystems, grant management, risk management, leadership, etc.); and succession planning.

  • Model Christ-centered servant leadership and support spiritual development of his/her team.

  • Actively participate in the National Office’s Senior Leadership Team meetings.

  • Attend and actively participate in strategic regional and global meetings.

  • Facilitate National Director, Operations, Board and other non-finance staff in understanding and interpretation of financial statements.

  • Ensure partnership finance policies and procedures are understood by Senior Management, Operations/Technical staff, Communities, Local Partners and Board, as appropriate.

  • Develop strong networks internally (other NOs, SOs and partnership entities) and externally (other NGOs, banking entities, communities, etc.) through effective communication, relationships and twin citizenship.

  • Promote shared resource networks within the region, and the partnership.

  • Adhere to WVI key policy documents – mission, core values, and Covenant of Partnership.


  • Ensure adequate cost efficiency and effectiveness measures are in place and are being followed:

  • Providing cost analysis, promoting benchmarks and making recommendations for determining effective resource utilization at all levels.

  • Contributing to the development of appropriate policies and procedures for procurement of goods and services, in collaboration with the Supply Chain team. This should result in significant cost and time savings for the entire office.

Financial Planning and Budgeting

  • In collaboration with other National Office Directors, advise the National Director on strategic resource acquisition and allocation in line with Partnership recommendations and.

  • Coordinate the planning and budgeting process and provide technical support, to ensure global and regional guidelines are met.

  • Review alignment of budgets between the National Office, projects, grants and Support Offices.

  • Control the National Office budget, cash flow and project funding in collaboration with the Integrated Programs Director.

  • Contribute to the development, disseminate and implementation of the National Office’s strategic direction and priorities.

Fiscal accounting, compliance, monitoring and reporting

  • Design and manage systems, policies and procedures that provide appropriate levels of security and control of WV assets, resources and operations.

  • Coordinate the submission of timely, accurate and complete relevant reporting to the Partnership and to internal users.

  • Define and implement efficient and effective internal control systems.

  • Adhere to Partnership policies, procedures and guidelines as stipulated in the WVI Financial Manual and other documents, including, but not limited to: grant compliance, planning & budgeting, year-end closing, carry-forward, accounting and reporting.

  • Coordinate the timely and accurate submission of all financial reports to the highest standard(s).

  • Review the reconciliation of MyPBAS to FFR monthly and action all outstanding items.

  • Provide regular analysis of AP/Grant financial reports and timely feedback to AP/Grant Managers for decision-making.

  • Ensure National Office Finance and Support Service staff visit projects to monitor accountability issues, follow up on implementation of audit findings, and provide support as needed.

Financial Risk Management and Controls

  • Manage appropriate financial systems and controls; ensuring they are in place and operational to avoid significant finance audit findings, both at the NO and project levels.

  • Coordinate management responses to Finance an Support Service related audits; ensuring response are sent on time to the Audit Department; and that Finance and Support Service related audit recommendations, at all levels, are implemented on time.

  • Coordinate adequate preparation for GC and external audits.

  • Manage financial risk.

  • Implement anti-corruption and fraud strategies.

Supply Chain Management

  • Coordinate and ensure an optimal interface between Supply Chain and business units for efficient customer service delivery.

  • Strategic sourcing is rolled out to save the organization money and time.

  • Ensure all Supply Chain systems are operating and are up-to-date and are adding the value to the organization.

Information Communication Technology (ICT)

  • Give support to ensure ICT services are optimized and are meeting consumer (employee) needs

  • Develop, strengthen and deploy information privacy policies and aligning to partnership standards

  • Monitor information privacy and security issues that affect the organization.

  • Ensure office preparation of and adherence to computer usage procedures and policies.

  • Lead and support office disaster preparedness and policies through the update of new technologies, trends and threats.

Administration and Security

  • Develop, review or improve administrative processes and policies

  • Lead and provide support in WVZ strategies, plans, coordination and implementation of administrative and security systems and procedures

  • Provide support to ensure WV staff and assets are safe, well maintained and secured

  • Recommend and communicate security processes to mitigate threats and vulnerabilities

  • Develop and support security awareness programs for all staff, Board, partners and international visitors

  • Provide support in fleet is management in a safe way with adequate lead times for procurement, maintenance and disposal.

  • Provide support for maintenance of vehicles and motorbikes in accordance with international standards.

Educational, Professional Qualification, Experience

  • Bachelor’s degree in Accounting, Finance or Business Administration, or a related field

  • MBA in Finance, MSC in Finance/Accounting preferred

  • ACCA, CIMA, CPA, ZICA or equivalent preferred

  • Minimum 7-10 years in Senior Finance leadership experience is required, including experience in the management of a wide number of grants from different donors.

  • International NGO experience critical

    Must be a member of a professional body (Local/International)

Competencies, attributes and abilities

  • Solid knowledge of accounting principles, financial systems, budget/cash flow monitoring and internal accounting controls.

  • Ability to solve complex problems and to exercise independent judgment.

  • Must be able to lead and manage a team.

  • Good working knowledge of computerized accounting systems, preferable Sun Systems & ProVision

  • Must be computer literate in Microsoft Office programs

  • Knowledge of government grant regulations and financial reporting requirements.

  • Knowledge of local accounting system preferred.

  • Proficiency in written and spoken English

  • Good oral/written and interpersonal skills.

  • Able to work on a cross-cultural environment with a multi-national staff

  • Ability to travel within country, regional and internationally (up to 25%)

Director, Digital Donor Experience

*Preferred locations: London, Seattle, Toronto or Melbourne. Position location to be within a jurisdiction (country or US State) where WVI is registered to operate.


As an organisation we need to make a significant transition from being an extremely effective direct marketing organisation to being one led by a focus on donor engagement and transformation that creates vibrant and passionate communities of supporters globally who are strong advocates of World Vision and our mission. The Donor Experience Director will focus on this transition and specifically how we can create amazing experiences digitally that will transform our donor’s engagement with us and make them passionate advocates for our cause.


Global influence at a senior level:

  • Work with Support Office Marketing Leaders and other Marketing & Resource Development leaders to develop compelling donor engagement strategies digitally.

Global platforms and architecture:

  • Ensure that our global digital investments and platforms are giving strong investment returns.

Capability Development:

  • Work with smaller offices to improve basic digital capabilities and donor analytics to improve fundraising.


  • Significant experience in leading change in a complex environment.

  • Strong digital background and experience of implementing winning consumer-facing digital solutions.

  • 10-15 years in marketing, fundraising or related role, including 5-7 years at a senior management level with demonstrable success in achieving growth.

  • Ideally minimum 5 years of experience leading a marketing function within one of the largest World Vision Support offices and / or Minimum 7 years of experience leading a marketing function within a global organisation.

  • Bachelor’s degree or equivalent in strategy or marketing.

  • The post-holder must have an active Christian faith.

  • An understanding of international development and an empathy for people living amid poverty or oppression.

  • The post-holder must have an active Christian faith.

  • Strong marketing and strategy skills with working knowledge of change management principles.

  • Exceptional interpersonal skills and able to win the confidence of a broad range of different stakeholders including leaders from a variety of cultural and professional backgrounds.

  • Demonstrated ability to guide, edit and assure clear, brief and compelling written and visual communications. Ability to synthesize complex concepts for a wide variety of audiences.

  • Experience of working in a global and multi-cultural environment.

  • Supportive and influential engagement with senior partners internally and externally, including leadership groups and peer directors.

  • Experience in a marketing agency setting, providing project management support and leadership to complex projects.

  • Effective in written and verbal communication in English.

Preferred Skills, Knowledge and Experience:

  • Marketing strategy

  • Digital strategy

  • Understanding of marketing strategies, with the ability to develop strategic and tactical communications plans and outline the resources required to implement them.

  • Demonstrable experience of managing teams, and managing freelance and agency staff.

  • Experience of setting, implementing, monitoring and measuring marketing plans and ensuring delivery against agreed targets.

  • An understanding of international development and an empathy for people living amid poverty or oppression.

Work Environment/Travel:

  • The position requires ability and willingness to travel domestically and internationally up to 25% of the time.

Regional Finance Director, VisionFund International

*Preferred location: Ecuador. Other locations to be determined by home country of successful candidae within the Latin America & Caribbean Region where VF/WVI is registered to operate.


The Regional Finance Director is to lead and manage the execution of VisionFund’s /VF) strategy in the region. The role will be responsible for all regional Micro Finance Institution (MFI) finance issues and will work primarily with the MFI’s CFO’s, who have a reporting line into this position. They are accountable to ensure proper controls, policies, procedures, and reporting standards are in place. Measures and targets will be established and agreed for each MFI and quarterly reviews held to establish progress and decide upon adjustments and redirection of resources. All efforts will be made to provide regional solutions to improve MFI finance processes and reporting quality.


  • Overview of all CFOs of the 7 MFIs in the Region with a dotted line of report.

  • Engage with internal and external Auditors over key Audit findings, and work with management and hold them accountable for closing these identified gaps.

  • Accountable to improve the quality of the Financial and Accounting processes in the MFIs.

  • Accountable for the input to, development of, and implementation of the VFI Finance Manual in the MFIs, and responsible to approve and agree any exceptions where appropriate.

  • Responsible to oversee the monitoring and the giving of early warning of liquidity and funding needs within the MFIs in the Region.

  • Direct the MFI’s planning process and ensure the development of the MFI’s strategies and plans are aligned to VFI, have financial integrity, and are achievable.

  • Accountable to ensure the MFIs are receiving training on Finance and Accounting, primarily through periodic Regional webex calls but also through face to face conferences and training events when the opportunities arise.

  • Mentor, coach and motivate the Regional Financial Specialists, developing them and ensuring their well being and effectiveness in their roles.

  • Formulate VisionFund's strategy and development as an active Member of the Senior Management Team.

  • Perform on-site financial and strategic reviews and due diligences on MFIs. Other aad hoc strategic projects as required.

  • Ensure all work and influence is in alignment with VisionFund's vision and mission, and that World Vision's values are embedded in everything done.


  • Degree in finance or accounting, MBA.

  • CPA or equivalent accounting background is a must

  • Given the need to control financial risk within the MFI's, it is imperative that this individual has a deep financial analysis and accounting understanding, preferably with some audit background.

  • Thorough knowledge and extensive experience (min. 7 years) in microfinance and/or banking.

  • Understanding of balance sheet risk management including interest rate risk, liquidity risk and foreign exchange risk as well as bank funding processes and contracting.

  • Effective in written and verbal communication in English and in Spanish for the Latin America & Caribben (LAC) Region.

Preferred Skills, Knowledge and Experience:

  • Solid understanding of financial reporting and performance measurements and planning/forecasting.

  • Consulting skills to be able to analyze, recommend solutions, mentor and direct people.

  • Good project management and organizational skills.

  • Balanced and respectful approach to groups' differing responsibilities. Sensitive to complexity of WV direction, MFI board independence and shareholder requirements.

  • Good communication and influence skills in both oral and written forms.

  • Effective coach, able to train people in VisionFund policies and procedures formally and informally.

  • Must be experienced in managing effective support 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.

  • Able to balance Christian values with commercial practices.

Work Environment/Travel:

  • The position requires ability and willingness to travel domestically and internationally up to 50% of the time.

Regional GAM Resource Development Director


To lead the region and support the National Offices efforts to drive growth for grant funding coming from large foundations, corporations, bilateral and multilateral donors in Latin Americe & Caribbean (LAC) region in alignment with regional and NOs strategy.

To support the National Offices in increasing and diversifying bilateral, multilateral, major foundations, private public partnerships, GIK non-food items, corporates and grants income, by providing over strategic direction in line with Regional and National Offices strategies.

To build relationships, capacity and collaboration to effectively grow the portfolio, ensure effective pipeline and win rate to meet programming needs. Strong focus on vulnerable children’s wellbeing and fundraising actions through funds from corporates, governments, foundations, multilateral institutions.

To support productive engagement and retention of governments, multilateral and private sector donors through successful grants implementation and strong donor relations with the aim of maximizing and diversifying the funding base.


Strategy and Leadership:

  • Provide leadership and management to the Regional Resource Development Function in supporting NOs grants acquisition and management.

  • Research international trends and translate them in national offices.

  • In conjunction with Regional Office of Strategy Management and the Regional Leader (RL), and NDs, provide strategic direction for grants acquisition (both public and private) in the region in alignment with NO needs, strategic initiatives and contribution to CWB targets.

  • In accordance with Global GAM processes and the NO Business Planning Cycle, assist the RL and NDs in setting annual grant income projections to be used in the NDs Performance Agreements.

  • Lead capacity development planning with RO, NO, SO. Lead efficient issue resolution across NO/SO as needed.

  • Develop business relationships with international cooperation agencies, banks, and other entities external to World Vision that allow the diversification of the fund portfolio.

Grants Acquisition:

  • Coordinate, develop and monitor a quality pipeline that allows at least:

  • Aligning the Promise with the Donor and Programming in the Ministry.

  • Facilitate fluid and accurate communication between the national teams, the support offices and the global center involved in the process of raising grants funds associated with the role.

  • Lead engagement with Learning Centers and SOs to build shared ownership and engagement in Resource acquisition.

  • In collaboration with the global center and SO technical and ministry specialists, support the prepositioning of unsolicited proposals and the development of a pipeline of innovative products.

  • In line with Global GAM facilitate and ensure the use of a key grants database for performance monitoring and portfolio management in SAP region in place. This database includes past grant performance (All grants - US, EU, DFID, JICA, Global Fund etc.).

  • Provide background information to facilitate readiness for concept/proposal development.

  • Lead engagement with Learning Centers and SOs to build shared ownership and engagement in Resource acquisition.

  • Support local Resource Development and branding, in conjunction with Communications.

Pre-positioning & Donor Engagement:

  • Identify key relationships to strengthen national and regional positioning and elevate WV’s profile with peer agencies, government, foundations, multilateral, private sector and donors.

  • Work with and through National Offices and in collaboration with SOs IPG colleagues, to cultivate and maintain strong donor relationships at regional and country level, developing engagement strategies for each donor or a group of donors.

  • Monitor the donor competitive landscape, and circulate funding forecasts to NOs to enable them to organize prepositioning meetings with donors.

  • Provide support and guidance to NOs in development of capacity statements to be utilized during prepositioning meetings with donors.

  • Maintain an up-to-date record of the requirements of current potential regional donors and be proactive in the lookout for opportunities for regional donors etc.

  • Research, analyze, develop, and track relationships with new and current donors at regional level and share information with NOs.

  • In conjunction with Regional Communications department, develop key marketing material and external audience mapping to assist RO/NOs to preposition WV.

  • Participate in strategic regional donor meetings with foundations, bilateral and multilateral institutions etc.

Grants Management & Compliance:

  • Develop the capacity and skills of national GAM teams.

  • Strengthen initiatives that are multi-country.

  • Provide training and training in the systems used by the organization, so that the results entered in them are correct, accurate, included on time and show the national capacity to manage GAM.

  • Work with the NRD to strengthen their transition plans, identifying the opportunities and possibilities of each context on GAM.

  • Ensure significant Grant audit / implementation issue are brought to the attention of NDs, RL/ SDO. Coordinate with SOs, NOs.

  • In conjunction with finance ensure compliance in key grant areas (e.g. eligibility, CAL, match, grant decision making powers, etc). Flag critical policy or systems issues needing resolution by GC.

Collaboration and Learning:

  • Support capacity building of GAM units at RO/NO level, including technical staff and LCs to build their GAM capacity. Prioritize NOs to support.

  • Engage in NO GAM staff hiring & on-boarding processes.

  • Identify capacity gaps at NOs in grants acquisition and management and other factors leading to poor win rates and grants implementation and work with SOs and the RGM to address them.

  • Lead capacity development planning with RO, NOs & SOs (i.e. identification of capacity gaps at NOs in GAM, capacity building initiatives for National Directors in Grants acquisition, grants management training in various government and multilateral donors’ regulations, training in common areas leading to poor grant implementation, as well as partnering and innovative programme design).

  • Build capacity to for NOs to engage in innovative funding streams, e.g. work with global capacities to enhance Local Marketing and fundraising, International contracting and tendering, grants leveraging trough foundations, match (cash or in kind).

Regional Representation at various fora:

  • To ensure appropriate representation of the region at strategic fora that could lead to resource acquisition and enhanced programming collaboration.

  • Represent the region in the grants community fora (internal and external to WV).

  • Participate in WV internal grant communities - GAM Hubs and Global Grants Compliance Unit.


  • Bachelor’s degree in Social/Management Science or equivalent area.

  • Extensive understanding of major donor standards, priorities, norms and regulations in order to ensure compliance.

  • Results orientated leader who can handle a heavy work load as well as manage and satisfy multiple and at times conflicting organizational, donor and other stakeholder demands.

  • Management skills in the areas of strategy & planning, financial management, risk management, people development and management, and focusing on results delivery.

  • Communication and Influence skills with key internal and external stakeholders.

  • Public relations and be a strong team player.

  • Excellent verbal and written communications skills.

  • Fluency in English and Spanish.

  • Computer literate (MS Office, Lotus Notes).

  • Proven expertise in the successful design, elaboration, presentation and management of grants from major bilateral and multilateral donors (USAID, CIDA, AUSAID, DFID, EU, UN e.g UNDP and others).

  • 5 years of experience with regards to the designing, planning, implementation, supervising and reporting on integrated development, relief and/or advocacy projects.

  • 5 years of experience as a manager, with significant grant acquisition and management responsibilities.

Preferred Skills, Knowledge and Experience:

  • Master Degree in Social/Management Science or equivalent area.