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Manager, Finance Operations 


Treasury and Cash Forecasting (15-20%)

  • Oversee and administer the banking relationships of the organization in multiple countries, and ensure that transactions are handled in the most cost-effective manner possible
  • Ensure appropriate management of cash balances across the organization’s legal entities in various countries
  • Ensure appropriate controls over cash transactions exist, are functioning as intended, and are monitored
  • Work together with financial planning team on monthly cash forecasting, and proactively identify future actions to manage cash effectively

Procurement, Billing, and Finance Vendor management (15-25%)

  • Oversee the procurement process
  • Ensure appropriate policy and process vendor management, vendor selection and bidding processes
  • Support client facing teams with request for proposal and bidding processes
  • Ensure selections are appropriately documented
  • Complete due diligence on vendors
  • Oversee external financial vendors
  • Lead RFP process for financial vendors, including renewal processes for auditors
  • Negotiate contracts and renewals, where applicable
  • Manage 3rd party software relationships, and ensure appropriate billing for users
  • Implement appropriate vendor management processes
  • Ensure due diligence, controls, and adherence to policies, for processes and transactions related to vendors, including data security, OFAC compliance, AML, and other policies
  • Billing and Accounts Receivable
  • Oversee billing to clients
  • Ensure appropriate follow-up on amounts owed by clients,
  • Monitor work in process balances
  • Provide appropriate reporting to management on status of client balances

Financial Controls & Governance (15-25%)

  • Oversee preparation of IRS Form 990, working with external accounting firm
  • Prepare internal financial due diligence requirements for (potential) funders and clients
  • Oversee internal finance policies
    • Update Finance policies and procedures
    • Ensure appropriate documentation of processes
  • Ensure finance compliance with data security policies and procedures
  • Support accounting team with tracking, monitoring, and executing compliance to local policies and procedures
  • Identify, manage, and monitor enterprise risks that are related to finance
  • Coordinate with legal on compliance and governance matters

Finance Project Management and Leadership Financial Support (25-40%)

  • Coordinate across all finance functions and with other Global support functions and regions, on projects and processes than span across the organization.
  • Working with Senior Accounting Manager, Coordinate the annual audits for both consolidated and local audits
  • Provide Ad-hoc analysis, Reporting, and Presentations to support leadership on financial strategy and execution
  • Communicate effectively with teams across the organization to ensure process are rolled out effectively initially and continue to function effectively


  • 8+ years of work experience in finance, with varied experience that covers all or most of the following: Financial planning, financial reporting, Accounting, Internal Controls, and Treasury
  • Demonstrated success at building effective processes
  • Demonstrated ability to prepare effective presentations and other communications
  • Experience in a project-based client service environment highly desirable
  • Bachelor’s degree in Accounting, Finance, or other relevant area required. Master’s degree in related area is helpful but not required.
  • Professional accounting qualification – CPA/ACA/ACCA part II or equivalent strongly preferred. Experience with US GAAP is very useful.
  • Skills and attributes:
    • Highly organized and able to work independently
    • Thrives in fast paced environments and is excited by opportunities to explore and implement new ideas as our organization grows and changes
    • Proactive attitude with a bias to action
    • Analytical approach, and experience modeling financial scenarios
    • Excellent communication skills, including demonstrated ability to communicate financial information clearly
    • Strong project management and change management skills
    • Ability to work effectively across cross-functional teams located across many countries

Project Budget Specialist


Responsibilities will include, but not be limited to:

Project Budgeting & Forecasting 

  • Prepare final project budgets for all IDinsight projects in the IDinsight template based on inputs from and in collaboration with client development team members
  • Own the project budget template and process and make improvements on an ongoing basis
  • Develop and populate a database to record typical costs in locations where we have run projects and for which we have submitted budgets, to facilitate accurate and efficient budget preparation
  • Liaise with the FP&A Lead who will review each project budget
  • Convert approved budgets to client templates as and when needed
  • Prepare quarterly budget estimates to complete for each project based on inputs from and in collaboration with client development team members
  • Provide global and specific training to project teams on the high level elements of budget preparation

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Reporting & Analysis 

Project level:

  • Contribute to the monthly process of updating the budget monitors (i.e. budget vs. actual reports)
  • Prepare project-level financial reports for the internal management use of IDinsight project teams and contractual obligations for external clients Prepare monthly staff utilization reports


  • Assist in the preparation of standardized monthly reports for donors in order to keep them updated on IDinsight’s financials 
  • Prepare analysis and commentary on monthly functional dashboards
  • Assist in the preparation of ad hoc global reports for grant proposals
  • Contribute to the preparation of quarterly Finance Committee Documents


  • Support other global financial and related tasks as and when required


  • Bachelor’s degree in Accounting, Commerce, Financial Management, Economics, Public Administration, or other relevant areas required. Master’s degree in one of the above fields is helpful, but not required.
  • Professional qualification – CPA/ACA/ACCA part I or equivalent preferred.
  • 5+ years of work experience in budgeting and/or financial planning and analysis for a mid-size (or larger) organization.
  •   Skills and attributes:
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o   Possesses honesty, integrity, strong work ethic, and team skills.

o   Strong problem solving and communication abilities; is organized and efficient.

o   Excited by and open to new ideas and new ways of doing things.

o   Proven ability to meet deadlines in a high-paced work environment.

o  Strong Project Management skills and ability to coordinate work of cross-functional teams.

o   Proactive and works with minimal supervision.

o Proficient with Microsoft Word, Excel, and QuickBooks (or other accounting software).

o   Willingness to take on all kinds of tasks and areas of responsibility, including at short notice.


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