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. The FN’s responsibilities include performing a variety of tasks, including working on diverse range of disbursement related issues and providing solutions and working on system design.
As a
Finance Analyst, you will report to the Regional Team Lead
What you will do:
- 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.
- 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 Dremio, 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.
Selection Criteria
What you will bring:
Education:
- 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.
- Certification in systems audit (e.g. CISA)
considered a plus
Experience:
- Minimum of three 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
Language:
- The ideal candidate should have advanced fluency
in both English and Portuguese with the ability to clearly communicate in
both written and spoken forms and to conduct meetings in the referenced
languages. Proficiency level will be tested during the recruitment
process.
Knowledge and Skills:
- Relevant knowledge of Generally Accepted
Accounting Principles (GAAP), internal controls and financial
management.
- Knowledge and application of the World Bank’s
Operational Policies and Procedures and how they relate to disbursements
and loan portfolio management.
- Ability to exercise professional judgment and
appropriately interpret and apply operational policies, as they relate to
disbursements and loan portfolio management.
- Willingness to travel and participate in
short-term assignments.
- Strong quantitative skills with superior
attention to detail and numerical accuracy.
- Ability to manage complex tasks, deal with
rapidly shifting priorities, provide professional support to senior staff
and deliver against ambitious deadlines.
- Demonstrates good understanding of risks and
internal control procedures pertaining to various activities in own
functional areas.
- Strong client focus including good
interpersonal, diplomatic and team building skills required for building
and maintaining collaborative relationships.
Abilities:
- Strong communication skills, including the
ability to explain and express views/opinions clearly and confidently.
- Ability to deal sensitively in a multi-cultural
environment and build effective working relations with clients and
colleagues.
- Ability and willingness to work with and
leverage AI, blockchain, and other innovative technologies.
- Willingness to work in different time zones –
Given that the division is co-located in multiple cities in different time
zones and borrowers are in different countries, candidates must be willing
to work in different time zones especially the US EST time zone on an
‘as-needed’ basis.
How to Apply
