Job Description: Finance and Grants Manager
Energy Secure Philippines (ESP) Project
Job Summary:
Under the leadership of Director of Operations and Finance, the Finance and Grants Manager steers ESP financial management and administration of the grants under contract portfolio. On the Financial Management function he/she will be responsible for RTI accounting and financial management for the Project and leading a Finance unit. He/she will also ensure that RTI and Philippine's accounting and financial reporting standards are applied and that the funding resources are being used efficiently and in compliance with the established policies and procedures. On the Grants Management and Administration function it is his/her responsibility to co-lead grants making process in tandem with Cross-Cutting/CLA Director, including competition and selection, and then administer grants under contract and monitor them, as well as build capacity of subgrantees on organizational policies and compliance. Finance and Grants Manager oversees Grants and Procurement Analyst, Grants and Accounting Analyst, and Accountant.
Essential Duties: Main purpose of job (List primary duties that occupy a majority of incumbent time in order of importance)
Accounting and Finance
Supervise project accounting procedures: filing of documents, allocation of expenses, vouchers registration, balance checking, etc.;
Develop monthly consolidated financial calendar and ensure compliance with its deadlines
Communicate accounts on a monthly basis to the RTI Home Office in accordance with QuickBooks procedures and deadlines;
Manage the presentation, circulation, filing and archiving of accounting and financial documents as directed by Regional Finance and Director of Operations and Finance.
Ensure timely issuance of grant advances, quality financial review of monthly grants reports.
Build capacity of local partners in the area of finance and financial reporting
Participate in vendor selection during the competitive biddings
Ensure compliance with RTI standards and procurement guidelines in all payments to vendors
Prepare and update on a monthly basis annualization of taxes withheld from staff compensation, in preparation for the completion for the annual reporting to BIR.
Prepare and submit upward RTI annual foreign tax report ( VAT report)
Ensure compliance of project financial operations with the required annual external audit in the Philippines
Ensure strict internal controls, regularly implement measures to prevent fraud and misuse of funds
Perform other duties related to accounting and financial management.
Treasury
Open/close bank accounts in coordination with the Regional Controller and RTI Treasury;
Oversee the management of bank accounts: follow transfers, check balances, check authorized expenses and online transactions;
Supervise the management of safes and cash: available amount, balance checks, security instructions;
Assess and analyze monthly cash-flow needs for project and communicate cash requests to the Director of Operations and Finance for further approval and sending to RTI Treasury;
Manage money transfers, cash-supply and amounts in circulation, whilst defining payment procedures (bank transfer, cheque, cash etc.).
Budget Management
Set up and formalize procedures for the commitment of expenditure;
Develop and maintain a system necessary for financial monitoring, regular reporting of expenditures to objective leads, and for budget follow-up with program units ;
Analyze gaps between planned budgets and actual expenses;
Anticipate project financial risks and consult with the Director of Operations and Finance, Chief of Party, and Regional Controller;
Support annual project budgeting, in coordination with program objective leads and under the stewardship of Director of Operations and Finance
Update project budget forecast on a regular basis; share information with the project leadership;
Grants Administration
Develop and implement the grants management program with the input and oversight of the Chief of Party, Operations and Finance Director, and the RTI ARO Grants and Procurement team;
Oversee grants management process with partner organizations, including grant proposal tracking, and review and approval process;
Issue Request For Applications (RFAs) in consultation with the Technical Team and Chief of Party, and with support from Grants and Procurement Analyst;
Facilitate the setting up and convene meetings of the Grants Evaluation Committee;
Review financial proposals from local organizations, including negotiating grants budgets;
Coordinate conduct of pre-award assessments; assign risk levels to grant implementers;
Ensure that the grants package is complete and accurate and uploaded in GMS (Grants Management System);
Provide guidance to grantees on rules and regulations applicable to grants instruments, as well as financial reporting;
Provide training, as required, to build operational capacity of implementing partners & grantees;
Coordinate execution of award documents (pre-award authorizations, awards, modifications, etc.);
Ensure that the grants team maintains files, including records on monitoring and evaluation and other quality control activities (financial, programmatic, proof of performance);
Review grantee performance and ensure compliance with award terms and conditions;
Work with program staff to ensure regular monitoring of grantees by ReachHealth, developing and coordinating monitoring plans and efforts;
Periodically travel to grant implementation sites and grantees' offices for monitoring and evaluation of grant activities, training of grantees, compliance checks;
Review and process grantees invoices in coordination with Technical Teams for performance; measurement and with Finance unit for financial compliance assessment;
Ensure timely financial disbursements and compliance with grants financial management policies, monitor all grant expenses and provide regular updates on grant status;
Manage property purchased under grant funds - with the Grants Analysts maintaining equipment records, conducting physical inventory of equipment and manage handover of equipment to grantees at the end of the grants, with USAID's approval
Coordinate Close-out for completed grants in a timely manner;
Perform other related duties as may be assigned.
Minimum Required Education and Experience
Master's degree and 9 years of experience or Bachelor's Degree and 12 years of experience
Bachelor in Accountancy is required, Certified Public Accountant is preferred
Skills and Abilities
Skills and abilities required to perform the essential job duties of this job are listed as follows. An addendum that clarifies additional skills and abilities for incumbents in this job may be used in addition to this description.
Demonstrated excellence in financial and analytical skills
Experience in International NGO and development projects
Familiarity with USAID financial regulations, grants under contract regulations, and other donor and governmental requirements;
Demonstrated strength in general business administration and leading financial management in an organization;
Strong oral/written communication skills and ability to communicate effectively at multiple levels in the organization;
Strong organizational and interpersonal skills and ability to work in a team-oriented setting;
Demonstrated success in managing and leading a team, and collaborating with interdepartmental teams;
Working knowledge in MS Office applications
Familiarity with automated accounting systems; QuickBooks are preferred
Physical and Mental Demands
Physical and mental demands of this role include those that an employee must meet to successfully perform the essential functions of this job, as outlined previously. Examples include remaining in a stationary position for long periods; operating a computer and other office machinery; thinking, learning, and concentrating effectively and frequently communicating with other people, within RTI and outside of RTI; frequently moving about inside and traveling between offices and laboratories; frequently conducting laboratory site inspections (if applicable); ability to handle the stress associated with meeting frequent, multiple, and tight deadlines; ability to work in excess of 40 hours per week as workload and deadlines may require; and ability to have regular, reliable, and predictable attendance.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
RTI International
Energy Secure Philippines (ESP) Project
Job Summary:
Under the leadership of Director of Operations and Finance, the Finance and Grants Manager steers ESP financial management and administration of the grants under contract portfolio. On the Financial Management function he/she will be responsible for RTI accounting and financial management for the Project and leading a Finance unit. He/she will also ensure that RTI and Philippine's accounting and financial reporting standards are applied and that the funding resources are being used efficiently and in compliance with the established policies and procedures. On the Grants Management and Administration function it is his/her responsibility to co-lead grants making process in tandem with Cross-Cutting/CLA Director, including competition and selection, and then administer grants under contract and monitor them, as well as build capacity of subgrantees on organizational policies and compliance. Finance and Grants Manager oversees Grants and Procurement Analyst, Grants and Accounting Analyst, and Accountant.
Essential Duties: Main purpose of job (List primary duties that occupy a majority of incumbent time in order of importance)
Accounting and Finance
Supervise project accounting procedures: filing of documents, allocation of expenses, vouchers registration, balance checking, etc.;
Develop monthly consolidated financial calendar and ensure compliance with its deadlines
Communicate accounts on a monthly basis to the RTI Home Office in accordance with QuickBooks procedures and deadlines;
Manage the presentation, circulation, filing and archiving of accounting and financial documents as directed by Regional Finance and Director of Operations and Finance.
Ensure timely issuance of grant advances, quality financial review of monthly grants reports.
Build capacity of local partners in the area of finance and financial reporting
Participate in vendor selection during the competitive biddings
Ensure compliance with RTI standards and procurement guidelines in all payments to vendors
Prepare and update on a monthly basis annualization of taxes withheld from staff compensation, in preparation for the completion for the annual reporting to BIR.
Prepare and submit upward RTI annual foreign tax report ( VAT report)
Ensure compliance of project financial operations with the required annual external audit in the Philippines
Ensure strict internal controls, regularly implement measures to prevent fraud and misuse of funds
Perform other duties related to accounting and financial management.
Treasury
Open/close bank accounts in coordination with the Regional Controller and RTI Treasury;
Oversee the management of bank accounts: follow transfers, check balances, check authorized expenses and online transactions;
Supervise the management of safes and cash: available amount, balance checks, security instructions;
Assess and analyze monthly cash-flow needs for project and communicate cash requests to the Director of Operations and Finance for further approval and sending to RTI Treasury;
Manage money transfers, cash-supply and amounts in circulation, whilst defining payment procedures (bank transfer, cheque, cash etc.).
Budget Management
Set up and formalize procedures for the commitment of expenditure;
Develop and maintain a system necessary for financial monitoring, regular reporting of expenditures to objective leads, and for budget follow-up with program units ;
Analyze gaps between planned budgets and actual expenses;
Anticipate project financial risks and consult with the Director of Operations and Finance, Chief of Party, and Regional Controller;
Support annual project budgeting, in coordination with program objective leads and under the stewardship of Director of Operations and Finance
Update project budget forecast on a regular basis; share information with the project leadership;
Grants Administration
Develop and implement the grants management program with the input and oversight of the Chief of Party, Operations and Finance Director, and the RTI ARO Grants and Procurement team;
Oversee grants management process with partner organizations, including grant proposal tracking, and review and approval process;
Issue Request For Applications (RFAs) in consultation with the Technical Team and Chief of Party, and with support from Grants and Procurement Analyst;
Facilitate the setting up and convene meetings of the Grants Evaluation Committee;
Review financial proposals from local organizations, including negotiating grants budgets;
Coordinate conduct of pre-award assessments; assign risk levels to grant implementers;
Ensure that the grants package is complete and accurate and uploaded in GMS (Grants Management System);
Provide guidance to grantees on rules and regulations applicable to grants instruments, as well as financial reporting;
Provide training, as required, to build operational capacity of implementing partners & grantees;
Coordinate execution of award documents (pre-award authorizations, awards, modifications, etc.);
Ensure that the grants team maintains files, including records on monitoring and evaluation and other quality control activities (financial, programmatic, proof of performance);
Review grantee performance and ensure compliance with award terms and conditions;
Work with program staff to ensure regular monitoring of grantees by ReachHealth, developing and coordinating monitoring plans and efforts;
Periodically travel to grant implementation sites and grantees' offices for monitoring and evaluation of grant activities, training of grantees, compliance checks;
Review and process grantees invoices in coordination with Technical Teams for performance; measurement and with Finance unit for financial compliance assessment;
Ensure timely financial disbursements and compliance with grants financial management policies, monitor all grant expenses and provide regular updates on grant status;
Manage property purchased under grant funds - with the Grants Analysts maintaining equipment records, conducting physical inventory of equipment and manage handover of equipment to grantees at the end of the grants, with USAID's approval
Coordinate Close-out for completed grants in a timely manner;
Perform other related duties as may be assigned.
Minimum Required Education and Experience
Master's degree and 9 years of experience or Bachelor's Degree and 12 years of experience
Bachelor in Accountancy is required, Certified Public Accountant is preferred
Skills and Abilities
Skills and abilities required to perform the essential job duties of this job are listed as follows. An addendum that clarifies additional skills and abilities for incumbents in this job may be used in addition to this description.
Demonstrated excellence in financial and analytical skills
Experience in International NGO and development projects
Familiarity with USAID financial regulations, grants under contract regulations, and other donor and governmental requirements;
Demonstrated strength in general business administration and leading financial management in an organization;
Strong oral/written communication skills and ability to communicate effectively at multiple levels in the organization;
Strong organizational and interpersonal skills and ability to work in a team-oriented setting;
Demonstrated success in managing and leading a team, and collaborating with interdepartmental teams;
Working knowledge in MS Office applications
Familiarity with automated accounting systems; QuickBooks are preferred
Physical and Mental Demands
Physical and mental demands of this role include those that an employee must meet to successfully perform the essential functions of this job, as outlined previously. Examples include remaining in a stationary position for long periods; operating a computer and other office machinery; thinking, learning, and concentrating effectively and frequently communicating with other people, within RTI and outside of RTI; frequently moving about inside and traveling between offices and laboratories; frequently conducting laboratory site inspections (if applicable); ability to handle the stress associated with meeting frequent, multiple, and tight deadlines; ability to work in excess of 40 hours per week as workload and deadlines may require; and ability to have regular, reliable, and predictable attendance.
Disclaimer
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.
RTI International
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Manila City, Metro Manila
Permanent
Full-time
Permanent
Full-time
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