Remote Finance Process Review – Donor Grant Management

Our partner is an established international development organisation seeking an experienced finance professional to undertake a short, independent process review relating to the financial management of a large donor-funded programme.

The assignment relates to a complex grant management issue involving the treatment and interpretation of foreign exchange gains and losses, donor policy requirements, partner payments, internal decision-making and communications. The situation has involved a number of finance, programme, donor and partner considerations, and the organisation is seeking an external professional who can help establish a clear, balanced and factual account of what happened.

The purpose is to support transparency, shared understanding and organisational learning, and to identify practical recommendations that could strengthen future grant management, documentation, financial decision-making and communication between teams.

Scope of support

The volunteer will be asked to:

• Review relevant grant documentation, donor correspondence, internal communications, financial records and policy guidance relating to the issue.
• Understand the organisation’s approach to calculating, recording and managing foreign exchange gains and losses within the grant.
• Review the sequence of internal and donor-facing communications, including key decision points and financial implications.
• Conduct remote conversations with approximately 4–5 key staff members involved in the process.
• Identify any areas where interpretation, documentation, process, communication or escalation could have been clearer.
• Prepare a concise written note or report setting out the chronology, observations, learning points and practical recommendations.
• Maintain a sensitive, balanced and non-judgemental approach throughout, recognising the complexity of the issue and the range of stakeholders involved.

Volunteer Profile

This assignment would suit a senior professional with experience in international NGO finance, donor grant management and financial controls. The ideal volunteer will bring:

• Strong experience of complex donor-funded programmes, including restricted funding, donor compliance, grant financial management and partner payment arrangements.
• Ability to interpret financial information, donor requirements and organisational policies clearly and objectively.
• Experience reviewing financial processes, internal controls or grant management issues.
• Strong written communication skills, with the ability to produce a concise, balanced and practical report.
• A calm, thoughtful and sensitive approach, particularly where issues have involved internal tension or differing interpretations.

Time commitment

The assignment can be delivered entirely remotely. The anticipated commitment is up to 30 hours in total, ideally over a period of approximately 4–6 weeks. A commitment of around 5 hours per week would be helpful, although there is some flexibility depending on the volunteer’s availability and the agreed approach. They are seeking for the bulk of the work to be compelted in July - August.