Back office Training and E-Learning Specialist
FINCA-AZERBAIJAN
Total years of experience :20 years, 8 Months
• Responsible for the administration, coordination, monitoring and evaluation, execution of the training program for FINCA Azerbaijan information systems users and development and implementation of e-learning tools.
• Developing and updating the curriculum and training materials, and directly and through the subject matter experts deliver in-class and online trainings to users on the agreed schedule.
• Serve as the point person, as needed, for organizing and conducting beta tests for upgrades to software solutions, especially in-house systems.
• Ensure comprehensive, in-depth knowledge of Information Systems tools, including the core Management Information System, Human Resources Information System, Payroll and Timesheet System, and others, as assigned, to ensure ability to pass on knowledge efficiently and effectively to users.
• Define training needs and recommend/advise Training Manager regarding internal and external trainings (deliver such training as required).Prepare and renew training materials supporting training process towards staff that needs to be trained.
• Support for building up work environment based on high ethical standards and moral values that stimulates mutual respect, understanding, trust and cooperation among all staff members.
• Provide initial trainings to new employees concerning their position (within supporting departments’ framework).
• Determine successful aspects of training programs. Document courses and apply the accrued experience.
• Ensure communication of updated knowledge about procedures and documents for the purpose of giving information in trainings.
• Prepare/design trainings for supporting departments and provide them based on needs.
• Organize and conduct training for Information Systems users, as including on-site consultations provided to branch locations, as required.
• Provide ongoing coaching and mentoring to users, and organize refresher courses as required.
• Create, update, and maintain users guides and manuals for all information systems.
• Assist to Training Manager in evaluation of training materials, facilitate with preparation of new materials and tests for training.
• Conduct ongoing field audits of the organization loan portfolio (including surprise audits), including visits to clients to verify that the Financial Services Department maintains full compliance with policies and procedures.
• Conduct field interviews with clients and inspection of client businesses to verify the accuracy of information contained in loan files, and to confirm that all clients are real clients.
• Audit all delinquent accounts within one week of missed payments.
• Conduct audit tests on client credit ratings maintained in the MIS.
• Conduct audit tests comparing loans approved by the Financial Services Department (as per loan files) with loans disbursed by the Finance Department.
• Carry out special investigations as requested by the Country Director (maintaining full confidentiality).
• Conduct audit tests on portfolio and operational expense transaction documentation to ensure compliance with internal controls, with GAAP, and with statutory accounting requirements.
• Conduct audits of financial statements (including GAAP financial statements and statutory financial statements) and tax declarations to ensure compliance with GAAP and with statutory requirements (including relevant issues related to profit tax calculation, depreciation calculation, tax withholding requirements, loan loss provisioning, and others).
• Conduct weekly cash and bank account reconciliations to verify those conducted by the Finance Department.
• Conduct surprise cash counts of vaults and imp rest cash boxes.
• Audit transport expenses of employees and mileage logs for local-hire vehicles to ensure accuracy and compliance with policies and procedures.
• Conduct audit tests to ensure compliance among all departments with the Administration Manual, Personnel Manual, and Security Manual.
• Conduct audits of fixed asset inventories and office supplies inventories.
• Conduct audit tests to ensure compliance with statutory requirements for personnel management.
• Submit weekly reports on all audit activities.
• Assist as required in preparation of consolidated audit reports for management.
• Immediately respond to investigate fraud cases, and any case involving the unauthorized use of funds or any other situation that threatens the institution. Prepare flash reports as required by policy.
• Assist external auditors, as required, in conducting audit tests and preparing annual audited financial statements.
• Participate in annual internal audits, in collaboration with the Audit Manager.
• Execute other tasks assigned by line management.
• Works with Branch and Finance Managers to create regular financial reports
• Tracks loan disbursement, repayments, late fees and interest payments
• Responsible for general book keeping and financial management
• Prepares a series of weekly and monthly reconciliation to control the accuracy of the internal records and cash records.
• Prepares a monthly budget analysis comparing all expenses to budget and investigating unusual discrepancies.
• Prepares or directs the preparation of all financial reports of company expenditures and revenues,
• Reports or directs the financial reporting of company expenditures and revenues and monitors against budget.
• Coordinate the preparation of monthly internal financial statements and other management reports, including preparation of analysis, interest earnings, loan portfolio schedules, and other materials on the branch levels.
• Develops and trains cashiers and credit staff
• Ensures the accuracy of accounting data received from the branches.
• Provide general administrative support to management and staff
• Evaluates the work of subordinates.
Promotes the CBLS products in the targeted communities
Identify potential clients in the loan groups
Work with groups according to the police & procedures
Collaborates with SC’s Community Development Committees to facilitate borrower group formation
Develops and trains groups in self selecting members based on their character and economic viability if their business
Assists groups in the loan application process
Assesses each group’s ability to meet their re-payment obligations based on both the character of the group members of the economic viability of each members business. The primary responsibility for this is with the group but the Loan Officer also needs to make this assessment and not approve very high-risk groups.
Meet regularly with his/her groups and facilities their continued solidarity
Follows up immediately on late payments
Responsible for the quality of his /her portfolio
Is professional and respectful in his/her relations with clients, other Save the Children
Staff and other persons they work with at all times
Fully responsible for groups timely repayment
Follow up and be responsible for late groups
Manage and work with handed over groups
Faculty - Economics Specialty - Accountant and Audit