Role Description
You provide business and financial support to country offices and programs, requiring day-to-day involvement in:
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Financial planning and analysis
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Operating plans
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Budgeting
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Reporting
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Forecasting
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Communicating the results of these business processes
You also ensure the systems and processes are in place to provide timely financial and rigorous reporting, building a financial function that:
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Fully meets current needs
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Is capable of scaling quickly as the organization continues to grow and evolve
You are responsible for:
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Budgeting and financial planning
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Resource allocation
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Supporting other foundation-wide projects
Scope of Work:
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Support the team primarily in three areas: investment reviews, partner due diligence, and portfolio management
Specific responsibilities include:
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Investment Analysis & Due Diligence:
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Investment analyses inclusive of organizational due diligence, grantee/contractor budget reviews, subsequent payment reviews, and ad hoc related work to investments made by the program teams supported
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Perform financial and risk analysis to support investment making
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Lead organizational assessments/due diligence of key grantees/partners; develop action plans to address findings and breakthroughs to measure progress towards organizational outcomes
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Assess the financial and organizational health of organizations through financial statements review and discussions with CFOs and other finance staff
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Analyze and develop business plans and perform financial sustainability analysis of organizations and specific projects
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Investment Structuring & Advisory:
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Structure effective investments and develop appropriate mitigating strategies to manage financial and organizational risks
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Make recommendations in negotiating investments and sizing payments
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Advise on strengthening the organizational capacity of critical partners
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Portfolio Management & Financial Reporting:
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Internal financial reporting and analysis in support of strategic resource allocation, internal budget management, pipeline management, forecasts, and budgeting
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Provide support to financial presentations to program team leadership using internal systems such as INVEST and Power BI
Qualifications
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A Bachelor's degree with 3+ years of demonstrated experience
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Strong analytical acumen, especially financial modeling and investment/deal structuring
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Proficient with Excel and other analytic tools
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Detailed knowledge of risk management and due diligence
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Robust analytical, quantitative, and modelling skills for a broad variety of business models and transaction types
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Detailed knowledge of how to communicate sophisticated financial concepts to partners with a diverse set of backgrounds
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Strong ability to read and analyze financial statements
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Strong project management skills and ability to work on multiple projects, or support multiple teams, simultaneously
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Strong relationship management skills
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Significant experience in financial analysis, budgeting, forecasting, business planning, and business case development
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Significant experience implementing and using financial processes and systems
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Experience experimenting with AI tools, particularly Claude, is a strong plus but not required
Requirements
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Will work primarily during their local business hours, with communication handled asynchronously
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Availability for early morning or late evening calls is expected one to two times per week to accommodate India time zone
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East Coastβbased candidates are preferred where possible to maximize overlap with India-based hours
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Must be able to legally work in the country where this position is located without visa sponsorship
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This assignment is anticipated to run for eleven months, estimated June 2026 - December 2026
Hiring Requirements
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As part of our standard hiring process for new employees, employment will be contingent upon successful completion of a background check
Notification
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All opportunities listed are temporary in scope, and your employer would be AgileOne
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These assignments are temporary and βat will.β There is no guarantee of ongoing employment with AgileOne or any promise, express or implied, of conversion to employment with the Foundation
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Placement within the compensation range will depend on a candidate's job-related skills, experience, and expertise, as evaluated during the interview process