Experience

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  Financial and Grants Management Support Systems -FGMSS

  • Lusaka

  • Individual Consultant

    • Oct 2022 - Present
    • Lusaka

    Current Services Offered:Having worked in the NGO environment since August 2003 and also having worked with Local as well as International NGOs, I have come to realize that some Local NGOs struggle with meeting common, International Standards around proper Internal Controls as well as Financial Management Systems. They also lack strong Organizational Capacity, Internal Controls, and Risk-based approaches necessary to manage large Investments.Hence the need to carry out Consultancy Services aimed at supporting and bridging this “GAP” identifying, treating, and mitigating risks, providing effective and customized capacity strengthening support for programmatic and operational excellence, and improving local organizations (NGOs) Networking, Communication and Advocacy Capacity for organizational sustainability and engagements on local development agendas.

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  JSI DISCOVER HEALTH

  • Lusaka

  • Grants Manager

    • Nov 2019 - Sep 2022
    • Lusaka

    • Maintained a grants management system for disbursement of project sub-grants;• Facilitated the process for grant applications, evaluation and selection of grant sub partners.• Facilitated development of sub-granting agreements based on recommendations from the• Worked with the Project Accountability Team (PAT) to oversee grants disbursement to sub partners.• Reviewed and analyzed progress reports and recommend appropriate interventions to build Capacity for Sub Partners.• Reviewed all reimbursement requests for cost allowability and ensuring that the sub-partner is compliant with donor requirements.• Provided leadership in establishing and strengthening sub-partners internal governance, in compliance with signed sub-agreements and scope of work.• Provided leadership in maintaining and strengthening liaison among Sub-Partners and the JSI Office• Established and managed the technical review committees in accordance with JSI communities they serve;• Managed hub teams and capacity building to strengthen their engagement with sub Partners.• Coordinated pre-award audits and partnership agreement closeout processes.• Liaised with finance to develop a financial forecast to maintain a sustainable flow of resources for timely subgrating.• Participated in internal planning and review processes and provide updates on grant management.• Participated in international learning platforms on grants & partnership management;• Produced periodic quality narrative reports on grant implementation progress;

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  CARE

  • Lusaka Zambia

  • Finance and Grants Manager SUN Funds Project

    • Nov 2016 - Sep 2018
    • Lusaka Zambia

    • Provided technical assistance to the National Food and Nutrition Commission (NFNC), Line Ministries and Governmental implementing partners in audit, finance and procurement, as agreed within institutional strengthening plans (10-15%); translated the SUN (Scaling Up Nutrition) Fund plans into objectives and priorities and obtains the resources necessary to deliver the plan• I lead the development and agreeing of grant procedures for SUN Fund, including templates and guidelines, with involvement of key internal and external stakeholders, adapting existing CARE Zambia sub-grant manual; Developed, agreements to oversee policies to manage risk, of program as a whole and of individual Implementing Partners (IPs).• Engaged in assessment of proposals for SUN Fund, including compliance with guidelines and inclusion of adequate budgets for financial risk management; oversees financial management and reporting, and monitoring of financial performance, of Implementing Partners funded by SUN Fund• Managed and supervised 4-5 Sub-Grant Coordinators and a Finance Support Coordinator and perform the full range of human resource management activities (i.e., task assignment, coaching, training, performance management and discipline, etc.).• Developed terms of reference (ToR) and sourcing annual audits of Implementing Partners and ensuring annual audits of 30% of Implementing Partners, with systems in place to manage risk in remaining 70%; preparing financial and risk components of quarterly and annual reports, to Cooperating Partner and donor.• Developed and set up and implementing systems to monitor and ensure timely delivery against agreed milestones in the payment plan; prepared monthly, quarterly and annual financial and risk reports; gives advice on finance policies and initiates action to address key issues with internal and external stakeholders related to area of responsibility on the SUN Fund;

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  INDIVIDUAL CONSULTING

  • Lusaka

  • Independent Consultant

    • May 2016 - Oct 2016
    • Lusaka

    I carried out Consultancy Works in Financial and Grants Management Systems.Assisted Organizations particularly NGOs build their Financial Management Systems as well as their Sub-grantees.Carrying out Capacity Building to Sub-grantees to a level where they exhibit adequate Internal Control Systems enough to inspire Donor Confidence and thereby able to attract Donor Funding.I offer to assist Organizations (Local NGOs) (through outsourcing options) to carry out Capacity Building of their Subgrantees.

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  Save the Children International

  • United Kingdom
  • Non-profit Organizations
  • 700 & Above Employee

  • Finance Manager

    • Jun 2015 - Apr 2016

    Compliance• Designed Tools to ensure that the SCI financial guidelines are adhered to.• Designed SOPs which promoted strong environment for that internal controls existence which subsequently reduced financial risk• Managed SCI’s computerized accounting system.• Worked and mentored Program staff to build a strong compliance of financial management systems environment for all SCI projects• Supported the continued process of developing robust financial systems and made sue that policies and procedures were appropriate, transparent and efficient.Support• Provided financial management information, training and advice to the Sub office for SCI• Monitored Projects and reported progress to the Finance Director on Sub office income and expenditure• Managed bank accounts and cash flow and managed financial transfer requirements in line with scheme of delegation.• Took the lead in SCI financial planning• Managed and supervised Finance team members within a clear performance management framework, and to facilitate their individual development plans in order to optimize team performance.• Provided timely and accurate financial reports to project staff.Internal Coordination• Worked closely with the Finance Officers to ensure that all aspects of finance regulations are adhered to.• Worked with Deputy Project Manager to keep up to date the overall financial status of Sub office.

  • Award Manager

    • Jan 2013 - May 2015

    • Engaged in Proposal Development.• Managed an on-line Grants Management System.• Guided and supported program team during budget preparation for proposals• Provided technical expertise in negotiating funding agreements with donors• Participated and took the lead in the pre-award assessment for partners• Guided partners/Subgrantees on budget preparation• Prepared contracts/sub agreements with partners/Subgrantees• Followed up/Reviewed financial reports for partners/Subgrantees• Supervised partners/Subgrantees to ensure that their Technical and Financial reports accurate and timely reported• Facilitated timely audit of partners/Subgrantees• Checked partner/Subgrantees expenses for reasonableness and allowability• Reconciled partner/Subgrantees expenses against Save the Children accounting system (Agresso)• Coordinated project close out for partners and ensured that any unused funds are refunded to SCI on time• Timely prepared of scheduled donor reports• Followed up expense’s reimbursements to donors• Checked to ensure that all sub agreements and related documents are properly filed on the SCI program data base• Provided training to partners on financial management of grants• Carried out Internal Audits on Partners/Subgrantees financial statements• Conducted periodic supportive visits to Save the Children Partners/Subgrantees• Prepared and Coordinated Annual Budget for Save the Children International Zambia• Worked with Partners/Subgrantees on budgetary preparation• Monitored actual expenditure against budget estimates to establish the correct burn rate• Advised Senior management on financial matters• Formulated Administrative & Financial Procedure Manuals• Carried out works and developed tools to ensure compliance of Partner agreements to laid down procedures• Prepared of Cash flow statements• Coordinated External Statutory Audits for Partners and made follow-ups on management letter points raised by the auditors.

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  Save the Children Sweden

  • Lusaka Zambia

  • Finance Officer- Audit

    • Jan 2011 - Dec 2012
    • Lusaka Zambia

    • Performed Internal audit functions on various departments within Save the Children Sweden to ensure that the Internal Controls remain strong and effective.• Assisted in the creation of Save the Children Sweden planning documentation, such as project budgets, scoping assessments, and audit programs according to department standards.• Performed audit procedures, carried out interviews, identified and defined issues, developed criteria, reviewed and analyzed evidence, and documented processes. Evaluated current auditing procedures and proposed changes as needed.• Prepared and assisted in the preparation of drafts of, audits or review reports which included the development of clear, constructive, and actionable recommendations to address risks identified within Save the Children Sweden office.• Communicated results of Internal audits management.• Collaborated with external auditors in preparation for External Audit.

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  Redd Barna - Save the Children Norway

  • Livingstone Zambia

  • Programme Accountant

    • Aug 2003 - Dec 2010
    • Livingstone Zambia

    • Prepared Income and Expenditure statements, variance analysis and Statements of Financial Position.• Prepared and maintained Fixed Asset Register ensuring that asset values reconcile with the general ledger.• Carried out Checks on bank reconciliation statements to ensure that long standing Items are reconciled promptly.• Processed Staff Payroll.• Reconciled Debtors and Creditors ledgers to the general ledger• Coordinated Internal and External Audits and providing management responses.• Reviewed financial records and transactions for completeness, accuracy and authorization and ensure that they are in line with payment procedures i.e. sound internal controls.• Provided Oversight on Preparation and issuing of cheques.• Carried out Spot checks on Petty Cash.• Worked on Small Grants by assisting the Sub-Grantees in Project Proposal Writing, Monthly Financial Reports, Project monitoring & assist in Project closure.Cash management:• Supervised the Issuing of receipts for cash received.• Monitored and Tracked all staff business advances (Imprest).• Captured and processed transactions into the accounting system -Agresso Accounting Package.• Supervised the Preparation the Cash Book.• Prepared statutory payments.Reporting & Monitoring:• Monitored and evaluated project activities as they relate to Partner expenditure.• Prepared Annual Management Financial reports.• Conducted capacity building workshops to strengthen capacity for partners /Subgrantees• Supervised the filing of File Accounting documents..

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  Ministry of Health of Zambia

  • Livingstone General Hospital

  • Accounts Assistant

    • Jun 1988 - Aug 1993
    • Livingstone General Hospital

    • Accounted for user fees.• Reconciled payables and receivables accounts• Prepared cash books on a monthly basis.• Supervised the administering of petty cash, carry out spot checks on physical petty cash against book balances and carry out daily petty and office cash reconciliations.• Prepare journal vouchers.• Maintained and reconcile ledger accounts on a monthly basis e.g. Salaries account, NAPSA and ZRA