Background information about the job or company (e.g., role context, company overview)

Right to Care Zambia is seeking a Financial Planning & Analysis (FP&A) Specialist.

Responsibilities or duties

KEY PERFORMANCE AREAS

Financial Planning and Analysis

• Preparing data-driven projections and sensitivity analyses that are aligning with RTCZ’s mission and strategic objectives, providing evidence-based recommendations for sustainable growth.
• Preparing financial analysis packs, dashboards, and variance reports for Management, translating complex data into clear insights.
• Providing proactive analysis on cost drivers, unit economics (e.g., cost per patient reached), and operational efficiency across programme interventions.
• Leading change management efforts to ensure the successful adoption of new processes or systems.

Budget Preparation and Oversight

• Developing budgets aligned with donor requirements and RTCZ strategic priorities, including multi-year budgets that are linked to strategic and funding pipeline projections.
• Ensuring budget alignment between programme targets, workplans, and financial resources, and facilitating budget review meetings to promote ownership and accountability.
• Developing activity-based and grant-specific budgets, grant budgets, budget narratives, RTCZ HQ support costs, and project budgets in collaboration with relevant departments.
• Reviewing, consolidating, and validating budgets to ensure accuracy, completeness, and alignment with funding ceilings, and validating budget uploads into the ERP and other financial systems.
• Tracking expenditure against budgets and proposing reallocation of resources to optimize use while maintaining service delivery and mission impact.
• Developing rolling forecasts and scenario-based financial models aligned to funding pipelines and programme scale-up plans.
• Overseeing the implementation of the RTCZ Budget Management Policy and drafting Standard Operating Procedures (SOPs) to strengthen budget control and discipline across all departments.

Cost Management and Process Optimizations

• Calculate and track key financial metrics (e.g., liquidity, cost recovery rate) and conduct related risk assessments.
• Collaborate with programmes, finance, and operations teams to map financial and budget execution workflows, identify bottlenecks, and propose system and process enhancements to reduce waste and improve resource utilization.
• Track variances on a monthly/quarterly basis, flag overruns early, and provide actionable recommendations to Management on corrective actions and cost containment measures.
• Develop cost benchmarks across departments, geographic locations, and program interventions to support data-driven decision-making and continuous efficiency improvements.
• Work with Shared Services and IT to improve budgeting, procurement, and expense tracking modules within the ERP, ensuring automated controls and real-time visibility into cost performance.

Special Analytical Projects and Decision Support

• Leading deep-dive strategic analyses, e.g., modeling the financial impact of process transitions and identifying cost reduction opportunities that protect donor deliverables.
• Conducting post-implementation reviews of major investments or initiatives, comparing actual outcomes (financial and operational) to the original business case and identifying lessons learned.
• Developing and maintaining a library of reusable analytical models for common decision-support questions, significantly reducing response time for ad-hoc requests.
• Performing benchmarking analysis to identify performance gaps, best practices, and improvement opportunities.

Business Process Reviews and Automations

• Standardizing and automating the annual budgeting and reforecasting workflow.
• Identifying and implementing automation opportunities (e.g., Power Query, ERP enhancements) that are reducing manual effort, eliminating errors, or shortening processing cycles.
• Monitoring the effectiveness of automated processes through defined metrics (e.g., processing time, error rates, user compliance) and driving continuous improvement initiatives.
• Reviewing end-to-end business processes (e.g., procure-to-pay, record-to-report) to identify inefficiencies, duplication, and control gaps.

Qualifications or requirements (e.g., education, skills)

Minimum Required Qualifications and Experience:

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• Minimum of 5–8 years’ experience in financial planning, business analysis, or related roles.
• Proven experience in process automation, leveraging AI models to streamline operations and reduce manual intervention.
• Strong project management and process improvement skills.
• Experience with ERP systems (e.g., Sage, SAP, Oracle, or similar).

Desirable Qualifications and Experience:

• MBA, MSc Finance, or any postgraduate course in a related field.
• A professional qualification such as CA(Zambia), ACCA, CIMA, or CPA is highly desirable.
• Experience in NGO/donor-funded environments is an added advantage.
• Knowledge of Power BI or Tableau is a plus.
• Knowledge of donor regulations (e.g., USG, EU, SIDA, etc.).

TECHNICAL AND BEHAVIOURAL COMPETENCIES

• Strong financial modelling and analytical skills.
• Advanced Excel skills; proficiency in data visualization tools (e.g., Power BI).
• Strategic thinking with the ability to link financial insights to business outcomes.
• Excellent communication and presentation skills.
• High level of integrity and attention to detail.
• Ability to work cross-functionally and influence decision-making.

Experience needed

Minimum of 5–8 years’ experience in financial planning, business analysis, or related roles.

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

Contract position based in Lusaka, Zambia.

• Preparing data-driven projections and sensitivity analyses that are aligning with RTCZ’s mission and strategic objectives, providing evidence-based recommendations for sustainable growth.
• Preparing financial analysis packs, dashboards, and variance reports for Management, translating complex data into clear insights.
• Providing proactive analysis on cost drivers, unit economics (e.g., cost per patient reached), and operational efficiency across programme interventions.
• Leading change management efforts to ensure the successful adoption of new processes or systems.
• Developing budgets aligned with donor requirements and RTCZ strategic priorities, including multi-year budgets that are linked to strategic and funding pipeline projections.
• Ensuring budget alignment between programme targets, workplans, and financial resources, and facilitating budget review meetings to promote ownership and accountability.
• Developing activity-based and grant-specific budgets, grant budgets, budget narratives, RTCZ HQ support costs, and project budgets in collaboration with relevant departments.
• Reviewing, consolidating, and validating budgets to ensure accuracy, completeness, and alignment with funding ceilings, and validating budget uploads into the ERP and other financial systems.
• Tracking expenditure against budgets and proposing reallocation of resources to optimize use while maintaining service delivery and mission impact.
• Developing rolling forecasts and scenario-based financial models aligned to funding pipelines and programme scale-up plans.
• Overseeing the implementation of the RTCZ Budget Management Policy and drafting Standard Operating Procedures (SOPs) to strengthen budget control and discipline across all departments.
• Calculate and track key financial metrics (e.g., liquidity, cost recovery rate) and conduct related risk assessments.
• Collaborate with programmes, finance, and operations teams to map financial and budget execution workflows, identify bottlenecks, and propose system and process enhancements to reduce waste and improve resource utilization.
• Track variances on a monthly/quarterly basis, flag overruns early, and provide actionable recommendations to Management on corrective actions and cost containment measures.
• Develop cost benchmarks across departments, geographic locations, and program interventions to support data-driven decision-making and continuous efficiency improvements.
• Work with Shared Services and IT to improve budgeting, procurement, and expense tracking modules within the ERP, ensuring automated controls and real-time visibility into cost performance.
• Leading deep-dive strategic analyses, e.g., modeling the financial impact of process transitions and identifying cost reduction opportunities that protect donor deliverables.
• Conducting post-implementation reviews of major investments or initiatives, comparing actual outcomes (financial and operational) to the original business case and identifying lessons learned.
• Developing and maintaining a library of reusable analytical models for common decision-support questions, significantly reducing response time for ad-hoc requests.
• Performing benchmarking analysis to identify performance gaps, best practices, and improvement opportunities.
• Standardizing and automating the annual budgeting and reforecasting workflow.
• Identifying and implementing automation opportunities (e.g., Power Query, ERP enhancements) that are reducing manual effort, eliminating errors, or shortening processing cycles.
• Monitoring the effectiveness of automated processes through defined metrics (e.g., processing time, error rates, user compliance) and driving continuous improvement initiatives.
• Reviewing end-to-end business processes (e.g., procure-to-pay, record-to-report) to identify inefficiencies, duplication, and control gaps.

• Strong financial modelling and analytical skills.
• Advanced Excel skills; proficiency in data visualization tools (e.g., Power BI).
• Strategic thinking with the ability to link financial insights to business outcomes.
• Excellent communication and presentation skills.
• High level of integrity and attention to detail.
• Ability to work cross-functionally and influence decision-making.
• Proven experience in process automation, leveraging AI models to streamline operations and reduce manual intervention.
• Strong project management and process improvement skills.
• Experience with ERP systems (e.g., Sage, SAP, Oracle, or similar).
• Knowledge of Power BI or Tableau is a plus.
• Knowledge of donor regulations (e.g., USG, EU, SIDA, etc.).

• Bachelor’s degree in Finance, Accounting, Economics, Business Administration, or related field.
• MBA, MSc Finance, or any postgraduate course in a related field.
• A professional qualification such as CA(Zambia), ACCA, CIMA, or CPA is highly desirable.
• Experience in NGO/donor-funded environments is an added advantage.