Accion International

Senior Budget Specialist, Finance

Posted Date 1 month ago(7/5/2022 10:10 AM)
Job ID
Accion Washington, DC


About Accion:

Accion is a global nonprofit committed to creating a financially inclusive world, with a pioneering legacy in microfinance and fintech impact investing. We catalyze financial service providers to deliver high-quality, affordable solutions at scale for the three billion people who are left out of — or poorly served by — the financial sector. For nearly 60 years, Accion has helped tens of millions of people through our work with more than 160 partners in 55 countries. More at


About Finance:

The Finance Department supports Accion’s cutting edge work in economic development, impact investing, and global financial inclusion by providing key information to the Board of Directors, Board Committees, Department and Program Managers and staff.  The professionals on the Finance team have  significant work experience managing Accion’s financial activities and providing quality support, reports, and information throughout the company.       

  • We do work that matters. Everything we do begins with an understanding of the real world, the change we want to see, and our theory of change. As a result, our work is not academic and abstract—it drives the real-world decision-making of donors, investors, policymakers, financial service providers, and others in the financial inclusion ecosystem. We are laser- focused on ensuring that all of our work does ultimately advance inclusive financial systems for low-income people around the world. In this position, you will be part of this effort, creating the financial reports and analyzing trends and activities to continue to improve and advance our work.
  • We get ambitious things done in a supportive environment. As a member of our team, you will have an ambitious agenda, but you’ll get plenty of support from your managers and peers—in addition to regular learning events, an individual professional development benefit, peer brainstorming and review opportunities, as well as the chance to collaborate with leaders in our field.
  • We appreciate each other as people. In this position you will work with a diverse team and company spread across the globe leveraging their different experiences and backgrounds to ensure excellent work and world class support. We celebrate creativity and learn from our mistakes. In this position you will have a seat at the table, providing financial information and analysis to the Board, the Executive Team, and all of Accion.      
  • We are part of a powerful international network. Since 1961, Accion has helped revolutionize  financial services for low-income people, including creating the world’s first regulated, for-profit bank for the poor (BancoSol), being a leading seed-stage investor for fintech for inclusion, and creating the world’s first global fintech fund for the underserved. In the United States, the Accion Opportunity Fund is the leading non-profit lender for underserved small businesses.

Position Summary 

The Budget and Planning Specialist works closely with the department heads, project managers and  management to develop annual and multi-year company and project budgets as well as maintaining key budget systems and tools for Accion’s budget process. The Budget Specialist oversees the financial reporting for key grants and contracts and regular reporting to budget owners and departments across the organization. S/he works closely with Operations Department Heads, Project Managers, Resource Development, Human Resources, Controller, Finance staff and CFO to ensure overall operations are within budget, to provide reporting and to develop appropriate tools. Closely coordinates activities with 2-3 members of finance team.


Position Responsibilities 

Budget & Analysis 

  • Provides guidance and support for the development of departmental and project annual budgets including revenues, carry-forward analysis and expenses. Works closely to provide feedback and analysis to budget owners and Accion management.
  • Schedules monthly budget reporting meetings with budget owners, preparing relevant reports, leading discussions providing analysis and proposing revisions on budgets to date.
  • Reviews, analyzes, and reports budgets performance making recommendations to maximize the use of funds and implement changes and revisions for budgets.
  • Key contributor to the annual budget process including the preparation of the budget guidelines and timeline.
  • Develops and institutes the Accion annual billing rates to be used on Accion contracts and grants.
  • Analyzes and provides rates for the the annual fringe and overhead pools.
  • Works with external auditors on grant and contracts revenue recognition per GAAP.
  • Coordinates billing and invoicing with accounting, project managers and Accion TA recipients.

Grants & Contracts 

  • Oversees the financial administration, documentation managers and donors to provide accurate and appropriate reports to donors and other funders.
  • Manages preparation and review of new proposal budgets for major grants and contracts by working closely with project managers, department heads and resource development. Ensures appropriate assumptions used and provided guidance and feedback on project budgets to be submitted.
  • Manages the planning process and financial reporting for multi-year grants including renewals or extensions for major grants and recommends potential adjustments or extensions.
  • Prepares and completes revenue recognition for major grants and areas of Accion for accounting and budget vs. actual reporting.
  • Oversees project review meetings with project and department managers. Provides recommendations for revenue recognition and funding carry-over to budget owners. 

Systems Management 

  • Oversee the management of Adaptive budget software and the project administration in Deltek.
  • Working with IT develop system interfaces and information uploads to Deltek and excel formats. Manage system upgrades and updates and coordinate with finance and departments for integration of budget systems information.
  • Develop Adaptive reports and other budget tools in coordination with management, project and department leads to provide timely and appropriate information.
  • Other special projects and activities as requested by Senior Management.


Position Qualifications

  • Bachelor's Degree with emphasis on Finance, Public Finance, Public Administration, or related field. Advanced degree preferred.
  • Minimum of 6+ years of experience in Finance with extensive focus in budgeting and financial projection management, project management and grant and accounting reporting.
  • Strong multi-company budget planning and analysis.
  • Project management skills and desired.
  • Technical budget expertise and strong knowledge of Adaptive budget system and Deltek accounting system.
  • Advance level in Excel and other MS Office applications.
  • Ability to manage and coordinate with budget staff as well project leads and department managers
  • Experience working with nonprofit budgeting and accounting.
  • Sound problem solving ability.
  • Achieves goals with minimal ongoing supervision.
  • Ability to exercise good judgment in making planning decisions and maintaining confidentiality.
  • Ability to communicate effectively, orally and in writing, with all levels of the organization.
  • Spanish language skills a plus.
  • Ability to effectively manage the workload working independently including planning, organizing, prioritizing, and paying close attention to details.
  • Demonstrated ability to work effectively in a diverse workforce.
  • Interested in our mission and working globally. Willingness to embody our values of excellence, respect and passion for social change.
  • Interested in our mission and working globally.
  • Willingness to embody our values of excellence, respect and passion for social change.
    • Excellence: Accion staff should always put forth their best effort in all activities, strive for high quality of collective and individual performance; and demonstrate honesty and integrity at all times while in the workplace and while working on behalf of the organization.
    • Respect: Accion staff should value one another’s roles and responsibilities as much as their own, be encouraging, and value the diverse and unique perspectives of colleagues. They should honor obligations and commitments to each other and to external partners.
    • Passion for Social Change: Accion staff should be committed to making a difference in the lives of those less fortunate, value the greater good of the organization over personal gain, and promote a productive workplace by acknowledging the accomplishments of others. 


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