Finance and Grants Management

PROFESSIONAL SUMMARY

I am a Finance and Grants Specialist with 12 years’ experience in Financial Management and Grant Accounting. I have sound experience in Donor Funding Regulations, and Reporting Requirements. I have proven experience in coordinating Transactional Processing; Partner Management; Compliance Support; Capacity Building and People Management. I am experienced in supporting Regional and Country Programs in budget formulation, monitoring and ensuring policies and processes comply with Award Conditions, Rules and Regulations. I collaboratively work with program teams to develop systems and tools that ensure that impactful utilization of both restricted and unrestricted resources deployed to achieve stated Regional and Country Programme Strategic Outcomes. I have proven experience in the management of the Emergency, Protection and Development Oriented Grants having managed funding from UNICEF; ECHO; WFP; ACTION AID; SIDA; OFDA; UNHCR, USAID etc.

KEY SKILLS

Financial Management

Financial Reporting and Grant Management

Financial Systems Control and Design

People Management

Budget Prognosis and Management

Audit

Logistics and Procurement

Capacity building

ACADEMIC QUALIFICATIONS

Association of Chartered Certified Accountants (ACCA) Candidate

Master of Commerce Professional Accounting and Corporate Governance, GZU-Expected Completion Feb 2021

Institute of Chartered Secretary Administrators (ICSAZ) Final Level Completion Feb 2021

Master of Science in Banking and Financial Services, NUST-Zimbabwe, Attained 2012

Bachelor’s Business Studies in Finance and Banking UZ- Zimbabwe, Attained 2007

COMPUTER LITERACY AND PROFICIENCIES

People Soft Accounting

Helios ERP Procurement

Sage Pastel Evolution

Belina Payroll

Microsoft Excel

CONTINOUS PROFESSIONAL DEVELOPMENT

Institute of Chartered Secretaries and Administrators (ICSAZ)-The Future of International Financial Reporting for Non-Profit Organizations: 19 January 2021

Institute of Chartered Secretaries and Administrators (ICSAZ) "2020 Annual Conference" Theme-Transforming Governance and Accounting for the new normal 26- 28 November 2020

Institute of Chartered Secretaries and Administrators (ICSAZ) Virtual Winter School-Theme Driving Business Success in the Digital Age-A Call to Action 20-21 August 2020

CAREER DEVELOPMENT & DETAILED EXPERIENCE

OXFAM INTERNATIONAL

Donor Accountant August 2020 to Current

Support the development of budgeting and budget planning processes, including development of internal budgeting guidelines, templates and tools for annual budgeting, grant proposal development and budget modifications.

I have direct oversight of the following Programmes managing a Portfolio of 7 million worth of funding from UNICEF; UNDP; SIDA; WFP; OFDA/USAID; AUSTRALIAN AID, ECHO and other OXFAM Affiliates

Maintain Country Master budget, regularly analyze country cost coverage for gaps and provide sustainability analysis and recommendations to the Budgeting and Financial Analysis lead, Head of Operations and Senior Leadership Team.

Support the monitoring of grants’ performance for all donors. Work with budget holders to ensure that key processes and systems are in place to manage grant risk assessments, donor financial compliance and reporting process. Ensure grant budgets align with Opal budgets and Crimson Allocations.

Lead the grant close out process through undertaking Contract Reconciliations, including the coordination with different stakeholders (Finance, Funding, Programs, Grants) on various deliverables in line with donor rules and regulations.

Lead and coordinate grant related audits; manage transaction exchange between the finance, HQ and the audit teams, manage audit requests and expectations; review audit reports and coordinate management response

Coordinate processes and communications with all program/department budget holders to monitor and revise budgets throughout the year and life of projects. Work with programs and grants units to streamline internal processes to deliver more efficient, more effective, and more useful reports and analysis.

Support the Logistics Team Leader in Procurement Processes in the Helios Supply Chain ERP Management System through Validation of Supply Plans; Requisitions; Comparative Bids; Purchase Orders and Purchase Invoices.

Support the Logistics Team Leader to reconcile commitments and accruals in Helios Supply Chain ERP to the General Ledger in the People Soft Accounting Module.

Oversee regular update/analysis of the BVAs and pipelines. Ensure monthly review of transactions for compliance and eligibility under grants.

Lead monthly grant review meetings with representation from all relevant departments to review progress towards programmatic and financial targets (including BVA review), facilitate collective problem-solving to avoid delays in program implementation, and allow for early identification of modification requests;

Coordinate the preparation of modification requests for donors, including proposal revision, budget realignment, and other changes, in compliance with donor guidelines;

Coordinate pre-award due diligence processes for all new partnerships, including through vetting, coordinating the pre-award assessment with other departments, analysis of risks associated with the award and the identification and implementation of appropriate measures to manage the risks, working with other departments as appropriate;

Coordinate the organizational capacity assessments of all new partners using Oxfam standard tools as per the partnership management framework;

Coordinate the organizational capacity assessments of all new partners using Oxfam standard tools as per the partnership management framework;

Work closely with the Finance and Programmes teams to ensure full cost recovery is built into all proposal budgets

OXFAM INTERNATIONAL

Funding and Systems Coordinator-Interim Role Nov 2020-Current

I coordinate and lead on Donor Contract Management (DCM) of restricted funds in Crimson, including support to grant management, reporting, revisions and close out. Monitored and tracked restricted grants for compliance with donor guidelines, and capacity building of country teams and partners.

I support Programme teams (including logistics, HR and finance) to effectively plan, secure and manage donor contracts using appropriate methodology, including formal training, technical guidance, coaching and accompaniment to ensure the timely submission of quality narrative and financial reports.

I provide specific advice and support to country team in all aspects of the financial management of specific restricted and unrestricted funds, including donor budgeting, compliance with donor requirements, managing income, financial reporting and the necessary financial reconciliation on Oxfam Systems.

OXFAM INTERNATIONAL

Country Finance Officer Feb 2019 – July 2020

Supported the development of budgeting and budget planning processes, including development of internal budgeting guidelines, templates and tools for annual budgeting, grant proposal development and budget modifications.

Ensured that financial transactions were accurate, accompanied by appropriate, relevant supporting documents and were approved by the Programme Manager or Budget Holder before recording in the books.

Ensured that bank, cash payments and receipts were processed in a timely manner within the agreed timeframe and in accordance with Oxfam GB’s applicable accounting policies, procedures and standards.

Ensured that financial records, both paper and electronic formats (in the box), were up to date, filed in an orderly manner, kept securely, and easily retrievable.

Prepared the month-end reports including balance sheet reconciliations and made sure they are duly signed and authorized and submitted on time to the EA Node.

Uploaded weekly/monthly cashbook and journals into the PeopleSoft in a timely manner and as per agreed deadlines, for review and further processing.

Assisted the Programme Accountant to prepare month end documents and reports, produce journals (EOC + Depreciation, contra accounts and other miscoding adjustments on contracts, projects, etc..) as and when required and captured on People soft.

Supported the Logistics Team Leader in Procurement Processes in the Helios Supply Chain ERP Management System through Validation of Supply Plans; Requisitions; Comparative Bids; Purchase Orders and Purchase Invoices.

CHRISTIAN CARE

Project Audit Lead Sept 2018 to Dec 2018

I rejoined the organization briefly for 3 months to assist in the Johanitter/BMZ Funded Programme Audit. Primarily my duties were to ensure that all project related documents for the three years were in file. I also prepared the Project Financial Report for the 3 years and ensured that support on Audit Related matters was given to the Auditors and Johanitter Head Office.

ZIMBABWE COUNCIL OF CHURCHES

Programme Accountant Sept 2017 to Aug 2018

Responsible for grant management for grants, providing oversight and technical support throughout the grants system, including grants compliance support, in close collaboration with Programs, Operations and Finance Teams.

I had direct oversight of the following Programmes managing a Portfolio of just under 1 million worth of funding from United Church of Canada; AUSTRALIAN AID, National Council of Churches in Australia

Conducting regular field trips to operational and project sites to monitor compliance with financial procedures, review budget progress and assisting in identifying the financial implications of changes in proposed activities and revising budget lines as required.

Proactively identify grant compliance risks throughout the portfolio and advise programs, operations, finance and senior management on necessary actions.

I was responsible for Reconciliations: Cashbook, Payroll, Stock, Balance sheet, Staff (Aging Analysis); Advances & Fuel, Inter-office transactions; Budget uploads into SAGE Pastel Evolution ERP

Reviewed Journal Postings on SAGE Pastel Evolution ERP before uploading on the database

I was responsible of Stock Management; Budget Variance Reports; and Invoicing and Payroll Management Functions on a Real Time Basis in SAGE Pastel ERP Evolution Package

Supporting the development of project activity and procurement plans to ensure project outcomes are realized and implementation deadlines are carefully adhered to.

Coordinating Internal and External Audits in the Country. Respond and follow up & implement audit recommendations

Coordinating the Annual Budgeting, Forecasting and Proposal Writing Processes, ensuring that they are consistent with the agreed guidelines and procedures

CHRISTIAN CARE

Regional Finance & Administration Officer Sept 2013 to Aug 2017

I was a member of the Senior Management Team and member of Christian Care Finance and Grants Unit. As such, I was responsible for all aspects of financial management of the Country Programs, working collaboratively to ensure compliance with Christian Care internal policies and procedures as well as donor regulations.

I had direct oversight of the following Programmes managing a Portfolio of 7million managing funding from UNICEF; UNCHR; Canadian Food Grain Bank; Bread for the World; BMZ/Johanitter; UNICEF and Australian Aid/National Council of Churches in Australia during the period spanning 4 years.

I ensured the timely preparation and communication of monthly financial reports for the Country Director, Area Coordinators, Project Managers, providing meaningful financial information to enable them to manage project and core budgets effectively. This included identifying significant variances against budget and their causes and recommending options for corrective actions.

Ensured an appropriate financial policy was in place to guide the organization’s financial decision making. Administered Grant Management Function; Prepared Management Accounts; Quarterly Donor and Board Reports. Overseeing, the Administrative and Human Resource Function ensuring enhanced proactive and business focused services

I initiated and ensured the transition to full use of the Sage Pastel Evolution ERP Package which then enabled the Integration of Stock Management; Budget Variance Reports; and Invoicing and Payroll Management Functions on a Real Time Basis

I was responsible for Monthly Reconciliations: Cashbook, Payroll, Stock, Balance sheet, Staff (Aging Analysis); Advances & Fuel, Inter-office transactions and subsequent Budget uploads into Sage Pastel Evolution ERP Package

FACT

Finance Coordinator Aug 2007 to Aug 2013

Exhibited a passion for Value for Money through cost effectiveness and value addition initiatives resulting in savings on core costs. Set up an Income Generating Framework that saw the organization embarking on various projects that ensured sustainability and continued existence.

Contributed in the formulation of Organizational Policies and Strategic Plan Frameworks.

Showed strong Project Management and Organizational Skills by setting up Four Regional Offices and put in place a Financial Reporting Framework that ensured timely reporting and implementation.

Facilitated the migration from Manual Accounting to Computerized Accounting using SAGE Pastel ERP Partner. Was responsible for System Setup and Design. I ideally setup the Chart of Accounts and subsequent SOPs about the System Interface, Usage and Approvals.

I was responsible for Cashbook; Stock Management; Payroll Management and Invoicing on SAGE Pastel ERP Partner

Showed Operational efficiency by establishing an operational system within the Finance Department that was adopted as a Best Practice and was cascaded to other Funding Partners in a Consortium of 5 Funding Partners.

ON THE JOB TRININGS

Financial Management for Non-Governmental Organizations SAT 2009

Finance and Administration for Non-Profit Organizations UNICEF 2010

Financial Management Action Aid 2011

Financial Management and Resource Mobilization UNCHR 2013

Financial Management OFDA/OXFAM 2015

Compliance and Ethics Training TOT USAID 2019

Safeguarding and PSEA OXFAM 2019

Fraud and Corruption-Anti Bribery OXFAM 2019

Managing People in Oxfam OXFAM 2020

REFERENCES

1.Mr. Portipher Guta

Executive Director; Family Aids Caring Trust ;275 Tait Ave; RUSAPE;

Email: adlhif@r.postjobfree.com; Mobile: +263-***-***-***

2.Mr Regis Makoni

National Director; Christian Care;42 Chatsworth Road; Vainona; HARARE

Email: adlhif@r.postjobfree.com; Mobile: +263-***-***-***

3.Mrs Caroline Jeche

Finance and Admin Manager; Zimbabwe Council of Churches; 27 St Patrick’s Road; Hatfield; HARARE;

Email: adlhif@r.postjobfree.com; Mobile: +263-***-***-***

4. Matilda Nhema

Head of Operations; Oxfam International; 13 Brigadier Atif; Manzil Park HARARE

Email:adlhif@r.postjobfree.com ; Mobile +263-***-***-***

Contact this candidate