Project Director, Innovations in SME Lending

World Council of Credit Unions
Washington, DC
Jan 20, 2022
Jan 23, 2022
Full Time
Job DescriptionThe Project Director (aka Chief of Party) will lead WOCCU's Cooperative Development Program - Technology and Innovation for Financial Inclusion (TIFI) activity funded by USAID. The project seeks to increase small and medium enterprise (SME) lending by partnering with cooperative financial institutions (credit unions), developing and deploying WOCCU's SME lending methodology and digitizing delivery systems.WHO WE ARERepresenting more than 291 million members of 86,000 credit unions in 118 countries, the World Council of Credit Unions (WOCCU) is the global trade association and development implementer for credit unions and other financial cooperatives. Our international development programs assist credit unions and their associations to promote economic development, providing access to financial services with a focus on digital innovation.ABOUT THE ROLEThe Project Director will provide leadership, technical direction, and management oversight for all project activities to achieve objectives, while ensuring compliance with donor and WOCCU policies and procedures. Promote positive relationships with field offices, partners, and USAID. Support new technical product development via TIFI. Drive and guide technical staff to develop, test, document best practice tools, products and methodologies in small and medium enterprise finance and digital financial services.ABOUT THE PROJECTTIFI is a multi-country initiative in Kenya, Guatemala and Burkina Faso and runs through August 2023, This position is expected to renew and continue beyond 2023.WHAT YOU WILL DOa. LeadershipSupervise CDP TIFI staff, partners, consultants, and other actors to ensure a common vision and timely and successful progress toward activity targets and objectives.Liaise with WOCCU's headquarters and other projects globally to improve the SME methodology and share learnings.b. Technical DirectionStrengthen the knowledge, capabilities and governance of credit unions (aka financial cooperatives) to deliver SME loans by first building capacity at the national association (NA), then supporting the national credit union associations as they scale the method to their members credit unions.Implement, direct, monitor and report on technical issues, methodologies and lessons such as in mobile technology, agricultural finance and small and medium enterprise finance.Continue to develop the existing WOCCU SME Toolkit methodology.Ingrain digital innovation, with the goal of achieving a globally shareable set of SME lending tools with a holistic digitally-driven feedback loop in place.Oversee monitoring and evaluation, including procuring technical inputs.c. Stakeholder RelationsLiaise with the regional/national credit-union member organizations representing and providing technical support to multi-million-member networks of credit unions (financial cooperatives) who are WOCCU members and affiliates.Synchronize with USAID field missions and with USAID's Cooperative Development team in DC.d. Knowledge Sharing & CommunicationsParticipate in global presentations and forums to share TIFI learnings and further adapt the Toolkit.Document tools and methodologies for replicability in other WOCCU projects and by practitioners serving the under-banked worldwide.Extend project methodology delivery outreach to other countries, credit union systems and missions.e. Award ManagementManage WOCCU's USAID-funded CDP TIFI cooperative agreement and budget to meet international objectives outlined in the agreement award(s).Oversee financial expenditures and financial reporting of CDP TIFI to ensure fiscal soundness and avoid project disallowances; liaise with USAID and other donors.Provide overall management and oversight of partner sub-awardee, employee, and other administrative and financial systems that support sound management of donor resources, including ensuring security of staff, consultants, and physical and information items related to the activity.Negotiate and oversee management of subawards and oversee preparation of consultancy contracts.Supervise quarterly, semi-annual, and other reports per internal and USAID requirements.This list of duties and responsibilities is not intended to be all-inclusive and can be expanded to include other duties or responsibilities that management deems necessary.Experience and SkillsWHAT WE REQUIREa. Education and Experience:Requires a BA/BS Degree in business, finance, accounting or economics or related field or equivalent training; MA strongly preferred.Minimum of eight (8) years of experience with complex, adaptive and challenging field operations in developing countries.Experience with functions and operations of financial cooperatives/credit unions and credit union systems.Minimum five (5) years of relevant experience with demonstrated supervisory experience; experience managing activities remotely or managing multiple field offices highly desirable.Knowledge of USAID-funded project regulations and reporting requirements helpful.Demonstrated experience with activity design, development, and implementation. Financial management experience, including budgeting, financial management (tracking, reporting and accounting), and procurement.b. SkillsLanguage: Fluent in English, with fluency and French and/or Spanish desired but not required. Effective multi-lingual communication and public relations demonstrating strong oral, written, translation and presentation skills.Writing: Strong research, writing, editing skills.Mathematical: Budgeting and financial monitoring and planning. Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area. Ability to apply concepts of basic algebra and geometry.Reasoning: Technical analysis and abilities. Work plan development and follow through capability. Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals. Ability to write routine reports and correspondence. Ability to speak effectively before groups of customers or employees of organization.Computer: Working knowledge of the web with proven skills in Microsoft Suite products (Word and Excel 2000; Access, Power Point, Outlook, etc.).c. Work EnvironmentThe work environment characteristics described here are representative of those an employee encounters while performing the essential functions of the job.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of the job, the employee may occasionally be exposed to outdoor weather conditions extreme heat and/or cold and working in unusual places.The noise level in the work environment is usually moderate.SUPERVISORY RESPONSIBILITIES: Program Officer, Country Coordinators, other staff.TRAVEL: Up to 90 days per year including international travel.OTHER: Legal right to work in the US on a regular, full-time basis without the need of sponsorship for a visaThe World Council of Credit Unions provides equal employment opportunities to all applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.