Accion

Financial Planning and Analysis

• Lead the development and implementation of research and impact activities at the Center for Financial Inclusion (CFI), ensuring alignment with organizational priorities and project objectives
• Set and govern CFI’s research strategy across priority themes, including financial inclusion, climate resilience, MSMEs, and inclusive insurance
• Advise senior leadership on strategic priorities related to research, partnerships, and institutional positioning
• Identify emerging areas of inquiry and develop new research directions aligned with organizational priorities
• Define and frame high-value research questions that inform policy, market behavior, and industry practice
• Design research methodologies, analytical frameworks, and work plans across multiple initiatives
• Oversee a portfolio of research projects, ensuring alignment with strategy and consistency in quality and approach
• Conduct and supervise qualitative and quantitative research, including fieldwork, key informant interviews, and data analysis
• Monitor project progress, manage risks, and ensure timely delivery within scope and budget
• Review and finalize research outputs, including reports, articles, and flagship knowledge products
• Lead and institutionalize CFI’s approach to impact measurement, learning, and reporting across the research portfolio
• Collaborate with Accion’s Impact Measurement and Management (IMM) team and senior leadership to align impact frameworks with institutional priorities
• Integrate learning loops into research design and implementation to inform strategy
• Oversee synthesis of research findings into institutional narratives for donors, partners, and board-level reporting
• Build and maintain relationships with funders, research institutions, policymakers, and implementing partners
• Contribute to influence strategies and communications efforts to amplify research findings
• Identify and pursue funding opportunities aligned with CFI’s research agenda
• Lead or contribute to the development of concept notes, proposals, and donor engagement strategies
• Provide input into organizational planning, reporting, and long-term strategy
• Contribute to donor reporting and institutional communications
• Manage consultants, vendors, and research partners across projects
• Manage, mentor and support junior staff, fostering strong analytical capabilities and professional growth
• Oversee project teams and stakeholder groups to ensure high-quality delivery and impact
• Contribute to cross-organizational initiatives and knowledge sharing across Accion
• Domestic and international travel to represent CFI as a senior thought leader at global convenings, policy forums, and industry discussions up to 20% annually

Senior Director, Research and Strategy