Financial Planning and Analysis

• Lead portfolio planning and execution, ensuring delivery against financial targets, performance objectives, and key milestones
• Oversee the full partner account lifecycle, ensuring adoption of global frameworks, tools, and best practices across:
• - Partnership design
• - Solution development
• - Field monitoring and reporting
• Monitor and drive portfolio health, identifying risks and opportunities across markets
• Build and maintain strong relationships with senior decision-makers across partner institutions
• Drive sustainable growth across new and existing accounts in the region
• Identify and develop partnerships with:
• - Banks and microfinance institutions (MFIs)
• - MSME / SME-focused financial institutions
• - Organizations expanding access to finance, including water and sanitation solutions
• Expand regional footprint by identifying new market opportunities and partnership models
• Deliver timely, accurate reporting on portfolio performance, including:
• - Financial performance and growth metrics
• - Impact delivery progress
• - Funding utilization and forecasts
• Provide insights to senior stakeholders to inform strategy and decision-making
• Lead, coach, and develop a high-performing team across multiple markets
• Align team priorities to strategic goals and ensure accountability for results
• Foster collaboration across cross-functional teams to drive cohesive execution

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Portfolio Lead – Financial Institutions Services