See the terms of reference here: https://plan-international.org/uploads/sites/56/2026/09/TDR_Consultoria_Analista_Financiero_Venezuela_PLAN_ROA_.pdf
1. Introduction and Context:
PLAN International, Inc. – Regional Hub for the Americas is seeking an individual consultant to provide
specialized financial support to projects implemented in Venezuela, within the framework of
PLAN International’s humanitarian response and regional operations in the country.
The consultancy is envisioned as a temporary, six (6) month professional services contract, with
responsibilities focused on deliverables, reporting, budget monitoring, financial compliance, and
documented support for donor audits and reviews.
The consultant will be based in Venezuela and must have experience in project finance,
budgeting, financial reporting, ERP systems, reconciliations, partner management, donor compliance, and working with
international non-governmental organizations or in humanitarian contexts.
2. Justification for the Contract:
Project implementation in Venezuela requires close and timely financial support to maintain
operational continuity, budget control, quality reporting, and audit-ready traceability in an emergency context and while working
with local partners.
• Support the financial monitoring of projects, budgets, and execution by budget line.
• Ensure proper coding and timely recording of expenses, income, advances, settlements, and supporting documentation.
• Prepare internal and donor financial reports, including variance analysis and early warnings.
• Provide financial follow-up to implementing partners, settlements, reconciliations, and supporting documentation.
• Contribute to the financial closure of projects and the preparation of audits, reviews, and spot checks.
Supporting document for consulting services contract – PLAN International, Americas Region
3. General Objective
To support the financial management of projects implemented in Venezuela through budget monitoring,
financial reporting, reconciliations, document control, partner support, and compliance with
PLAN International policies and donor requirements.
4. Scope of work and main responsibilities
Area Main responsibilities
Budget and planning
Prepare and update budgets, record approved versions,
control modifications, forecasts, and quarterly updates in
the required currencies.
Financial recording in the ERP
Configure budgets, record donation income, support
Monthly funding requests and verification of expense coding in the
ERP.
Financial Reporting
: Prepare monthly budget execution reports and reports in
donor formats, documenting variances and alerts for
over/under execution.
Cost Recovery: Ensure cost recovery for the assigned project portfolio.
Reconciliations: Reconcile financial reports with the ERP, bank accounts,
approved budgets, revenue, and cumulative execution.
Local Partners
: Review partner settlements and financial reports, verify
supporting documentation, budget consistency, and settlement registration in the ERP.
Monitor the disbursement plan to partners.
Internal Control and Audit: Focal point for audits, reviews, or spot checks.
Financial Closing:
Ensure expense registration before closing, reconciliation of
revenue/execution, complete filing, and support during the closing process in
the ERP.
Coordination and Communication: Participate in follow-up meetings with programs, grants, partners,
finance, and operations, systematizing agreements and financial tasks.
Service Desk Management: Handles assigned service requests (tickets) and ensures compliance
with Service Level Agreements (SLAs).
5. Required Profile
: • Advanced university studies or degree in Public Accounting, Auditing, Business Administration, Finance,
Economics, or a related field.
• Minimum of three (3) years of experience in the design, planning, financial tracking, and budget monitoring of
social development or humanitarian response projects.
• Experience in budget preparation, financial reporting, variance analysis, reconciliations, and
financial closing of projects.
• Experience working with local partners, reviewing settlements, supporting documentation, and fulfilling donor requirements
(desirable).
• Knowledge of or experience with ERP systems and excellent proficiency in Microsoft Office, especially advanced Excel.
• Analytical skills, organization, clear written and verbal communication, ability to work under pressure, and results-oriented.
• Experience with INGOs, international cooperation, donor-funded projects, and/or the Venezuelan context will be
highly valued.
• Intermediate English is desirable for interaction with National Offices, donors, and institutional documentation.
6. Key Competencies
• Financial rigor, attention to detail, and numerical analysis skills.
• Compliance, confidentiality, and audit-ready documentation.
Supporting Document for Consulting Services – PLAN International, Americas Region
• Ability to identify financial risks and propose timely corrective actions.
• Collaborative work with programs, grants, partners, finance, supply chain, and regional teams.
• Professional and clear communication to explain variances, alerts, and recommendations.
• Commitment to safeguarding, gender equality, inclusion, and Plan International’s values.
7. Fees and Payment Terms
The indicative value of the consulting services will be USD 1,500 to USD 1,600 per month, subject to evaluation of the
selected candidate’s profile, budget availability, and internal approval by PLAN International.
• The amount will include professional fees, administrative costs, and applicable taxes for the consultant
, unless the contract stipulates otherwise.
• Payments will be made monthly upon delivery and approval of the activity/deliverable report and
corresponding invoice or receipt.
• Travel, accommodation, per diem, communication, or other operating expenses will not be included in the
fees, unless previously approved in writing by PLAN International.
• PLAN International may request adjustments or withhold payment if the products do not meet the expected standard
or if the supporting documentation is insufficient.
8. Supervision and Coordination
The consultancy will be technically supervised by the Planning and Financial Analysis Management (CPAF) and other
focal points designated by ROA.
• The consultant will participate in financial and operational follow-up meetings as required.
• Any financial finding or risk of ineligible expenditure must be promptly reported to the technical supervisor.
• The consultant may not legally or financially bind PLAN International without
express authorization.
9. Administrative Conditions
• The consultancy will have a duration of five (5) calendar months from the date established in the contract.
• The provision of services will be carried out primarily from Venezuela, with remote coordination with ROA and
travel as needed and with prior approval.
• The contractual relationship will be that of independent consultant; it does not constitute an employment relationship and does not generate benefits
, social security, vacation, or severance pay.
• The consultant must comply with the administrative, tax, banking, and due diligence requirements
established by PLAN International before signing the contract.
• The consultant must maintain reasonable availability to address the financial priorities of the
humanitarian response and report any conflicts of interest or operational limitations.
• The consultant is expected to provide services within a standard 8-hour workday, Monday through Friday.
10. Ethics, Safeguarding, and Compliance
The consultant must act in accordance with PLAN International’s values, policies, and standards, including
safeguarding children and youth, gender equality and inclusion, prevention of fraud, bribery, and corruption,
data protection, confidentiality, conflict of interest, and the code of conduct for non-staff members.
• Comply with and promote the Global Safeguarding Policy and report any concerns through established channels.
• Protect financial information, personal data, payroll information, partner, beneficiary, supplier, and
institutional documentation.
• Apply expenditure eligibility criteria, ensure sufficient documentation, and comply with donor conditions.
• Comply with applicable anti-fraud, anti-bribery, anti-terrorism, sanctions, and due diligence standards.
Supporting Document for Consulting Contracts – PLAN International, Americas Region
12. Application Submission and Evaluation
Interested candidates should submit an updated resume, a monthly fee proposal, confirmation of availability,
relevant references, and evidence of similar experience in project finance, INGOs, international cooperation,
local partners, and humanitarian response.
Evaluation Criteria Indicative Weight
Passing of technical test 30%
Satisfactory interview 70%
How to apply
Interested parties should send their CV to the email address Rafael.Arias@plan-international.org. The email subject line should follow the following structure: Consulting Proposal_Financial Analyst_XXX
(your name)