Finance Specialist (Planning and Reporting)

D. Key Duties and Responsibilities

A. Budget Preparation, Forecasting, and Planning

• Gather, organize, and consolidate budget inputs from programmatic teams and implementing partners.

• Input historical expenditure data and cost estimates into standard PMU budgeting templates to support drafting and revision of grant work plans.

• Monitor tracking sheets for budget adjustments and reallocations, ensuring all approved revisions are properly documented and logged in the system.

B. Financial Reporting and Variance Analysis

• Extract financial data from the accounting system to prepare initial drafts of periodic financial reports, expenditure statements, and donor-specific reporting packages.

• Update monthly and quarterly budget variance analysis (BVA) spreadsheets, accurately calculating variances between approved budgets and actual commitments.

• Gather explanations from programmatic teams regarding underutilization or overutilization of funds and draft preliminary notes for management review.

• Ensure all generated reports are systematically reconciled with the general ledger before submission.

C. Expenditure Monitoring and Risk Tracking

• Track expenditure trends against monthly budget caps, highlighting potential over-expenditures or funding bottlenecks early.

• Provide routine transaction-level reports to support operational financial analysis and informed decision-making.

• Identify potential savings and prepare supporting analysis for reprogramming proposals to ensure optimum budget utilization for review and finalization by the Finance Manager

D. Stakeholder Coordination and Communication

• Serve as an operational focal point for project teams regarding reporting timelines, query resolutions, and documentation requirements.

• Follow up systematically with sub-recipients and sub-recipients to ensure their financial reports and supporting schedules are submitted on time.

• Draft routine communications, clarifications, and data-sharing notes intended for principal recipients or cross-functional teams under supervisor guidance.

E. Report Verification and Documentation Control

• Conduct comprehensive reviews of SRs’ financial reports, identify key financial/control issues, and flag them for management review.

• to verify mathematical accuracy, data consistency, and completeness.

• Maintain an orderly, indexed, and secure physical and digital archive of submitted financial reports, signed variance analyses, and official donor feedback.

• Ensure final approved reports are cross-referenced with corresponding journal vouchers and bank ledger records for transparent audit trails.

F. Template Harmonization and System Support

• Provide operational feedback on the usability of automated Excel templates, financial tools, and accounting software modules.

• Assist in distributing updated SOPs, reporting guidelines, and uniform templates across the implementation network.

• Maintain a master log of active financial templates to ensure internal and external teams use identical, authorized versions.

G. Operational Financial Support and Capacity Development

• Conduct supportive supervision and capacity building of PMU field-level finance staff. Also, regular follow-up and support to the field-level finance staff in timely submission of SOEs and financial reports, provide guidance on reporting requirements, and help address reporting or capacity gaps.

• Perform operational finance, bookkeeping, data verification, and administrative compliance duties assigned by the supervisor.

• Support proposal writing and grant-related financial inputs as required.

H. Additional Responsibilities

• Undertake any other reasonable and relevant finance, budgeting, reporting, or compliance-related responsibilities assigned by the Finance Manager, commensurate with the skills and experience required for the position.

E. Qualifications and Experience

Education

• Master's degree in Accounting or Finance or other relevant field.

• Professional accounting qualifications such as CA, ICMA, or ACCA (partly qualified) are added advantages.

Experience

• Minimum of 8 years of relevant experience in budgeting, financial reporting, or financial analysis.

• Experience in Global Fund or donor-supported programmes is preferred.
  

F. Competencies

Technical Competencies

• Knowledge of budgeting, financial planning, and donor financial reporting.

• Strong analytical and financial reporting skills.

• Proficiency in Microsoft Excel, financial databases, and accounting software.

• Ability to support proposal writing.

• Strong documentation and report-writing skills.

Behavioral Competencies

• High integrity, accountability, and transparency.

• Strong teamwork, collaboration, and stakeholder management skills.

• Result-oriented and solution-focused approach.

• Ability to prioritize tasks and manage multiple responsibilities effectively.

• Gender sensitivity, respect for diversity, and high professionalism in the workplace.

G. Expected Deliverables

• Budget Preparation, Forecasting, and Planning: Consolidated budget inputs, updated budgeting templates, and cash-projection and fund-utilization plans.

• Financial Reporting and Variance Analysis: Periodic and donor financial reports, expenditure statements, and reconciled budget variance analyses.

• Expenditure Monitoring and Risk Tracking: Updated expenditure-tracking and risk/variance logs with flagged issues escalated.

• Stakeholder Coordination and Communication: Documented follow-up records with implementing partners, SRs, and principal recipients on reporting timelines.

• Report Verification and Documentation Control: Verified financial statements and a maintained, audit-ready financial-document archive.

• Template Harmonization and System Support: Updated, harmonized financial templates, SOPs, and a master template log.

• Operational Financial Support and Capacity Development: Capacity-development activities completed and operational finance/compliance tasks delivered.

H. Integrity, Safeguarding, Confidentiality and Compliance

• The incumbent shall uphold the highest standards of integrity, accountability, impartiality, professionalism, and ethical conduct, including the timely and transparent disclosure of any actual, potential, or perceived conflict of interest.

• The incumbent shall contribute to and promote a safe, respectful, inclusive, and non-discriminatory working and service environment, with zero tolerance for harassment, sexual exploitation and abuse, discrimination, retaliation, or any other safeguarding violation.

• The incumbent shall safeguard and maintain the confidentiality of all programme, financial, personnel, beneficiary, and other sensitive information, including medical and personal data, and shall respect the principles of informed consent, privacy, and data protection.

• The incumbent shall promptly report any suspected or identified misconduct, safeguarding concern, fraud, corruption, conflict of interest, financial irregularity, misuse of resources, or other violation through the prescribed reporting and escalation channels.

• The incumbent shall perform all duties in accordance with applicable Government of Bangladesh laws and policies, the Global Fund Grant Agreement, the Global Fund Code of Conduct for Recipients, and other relevant policies, procedures, and guidelines.

I. Remuneration and Benefits

• Monthly remuneration will be determined in accordance with the PMU HR guideline

• Group health insurance will be provided as per the PMU HR guideline

• Monthly mobile and internet bill will be provided as per the PMU HR guideline

All these positions are open for Bangladeshi Nationals only. All candidates, irrespective of gender, religious and ethnic backgrounds can apply for the vacancies. Female candidates are highly encourged to apply.

Only short-listed candidates shall be invited for written test/interview. All selected candidates will undergo rigorous reference and background checks.

Last Date of Application: 20 November 2026 (23:59 PM)