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Financial Project Specialist
2 months ago
ABOUT WOCCU:
The World Council of Credit Unions (WOCCU) serves as the leading global trade association and development entity for credit unions and financial cooperatives worldwide. Our mission is to advocate for, develop, and educate in order to enhance the growth of credit unions and cooperative finance globally, firmly believing in the necessity of accessible, reliable, and sustainable financial services for all individuals. Our financial inclusion initiatives extend to rural and remote communities through a vast network of over 82,000 institutions, collectively serving more than 400 million members across 100 nations.
POSITION SUMMARY:
WOCCU is in search of a bilingual Financial Project Specialist fluent in Spanish, tasked with overseeing the financial aspects of designated donor-funded initiatives. The role will also involve assisting in project coordination, engaging in special projects, and contributing to financial reporting efforts.
KEY RESPONSIBILITIES:
- Project Financial Management (75%):
- Evaluating project submissions, confirming calculations, and documenting expenditures;
- Investigating relevant laws and donor regulations;
- Generating invoices, financial statements, and inventory records;
- Conducting field audits and reconciliations;
- Collaborating with project accountants and donors;
- Formulating and updating budgets;
- Preparing project financial forecasts.
- General Financial Duties (5%):
- Creating journal entries, offering budgetary support, and aiding in audits;
- Corporate Financial Responsibilities (20%):
- Reconciling donor reports, preparing for audits, and upholding accounting standards.
SKILLS AND COMPETENCIES:
- Technical Proficiency: Evaluates strengths and weaknesses, seeks training opportunities, and shares knowledge;
- Customer Engagement: Manages client interactions, responds swiftly, and solicits feedback;
- Collaborative Spirit: Balances individual and team responsibilities, provides constructive feedback, and supports collective objectives;
- Organizational Alignment: Adheres to policies, completes assigned tasks, and promotes organizational goals;
- Flexibility: Adjusts to changes, manages competing demands, and navigates unexpected situations;
- Reliability: Follows directives, accepts accountability, and meets deadlines;
- Proactive Approach: Engages in self-improvement, seeks out responsibilities, and capitalizes on opportunities.
EDUCATIONAL AND PROFESSIONAL REQUIREMENTS:
- Academic Background: Bachelor's degree in accounting or a related field with a minimum of three years of experience in the nonprofit sector;
- Interpersonal Abilities: Communicates effectively and diplomatically;
- Language Proficiency: Fluent in both English and Spanish, with strong oral and written communication skills;
- Mathematical Competence: Advanced accounting skills with practical application;
- Analytical Thinking: Capable of problem-solving and addressing diverse situations;
- Technical Skills: High-level proficiency in Excel, word processing, and accounting software.
TRAVEL REQUIREMENTS: Occasional travel may be necessary.
EMPLOYEE BENEFITS: WOCCU provides a comprehensive benefits package, including health, dental, vision, disability, life insurance, paid time off, 401K, flexible spending accounts, and tuition reimbursement.