Monitoring, Evaluation, Research & Learning (MERL) for the USAID/South Africa Bilateral Health Office
The Monitoring, Evaluation, Research and Learning (MERL) activity supports United States Agency for International Development (USAID)/South Africa’s Health Office by working collaboratively with the members of the office to achieve their overall goals by creatively finding innovative solutions, supplement their existing staff capacity and complement, and as appropriate enhance capacity in performance management; evaluation and research; and systematic collaboration, continuous learning and adaptive management.
As one of the principal agencies responsible for the implementation of the President’s Emergency Plan for AIDS Relief (PEPFAR), USAID shares the Government of South Africa’s and PEPFAR’s strategic focus that utilizes quality epidemiologic results and budget data to ensure accountability, learn from experience, gain efficiencies, and maximize impact on the TB and HIV epidemics. This approach hinges on continually collecting and analyzing high quality data and using these data to strategically focus resources, improve implementing partner management, and replicate best practices and efficient interventions.
By bolstering MERL capacity, this activity seeks to support USAID’s Bilateral Health Office to meet MERL objectives for its HIV and TB programs and ultimately to achieve results across its specific health areas. In leading the MERL activity, the Panagora Group seeks to flexibly and rapidly respond to USAID’s needs as they arise by working with a wide array of South African consultants and institutions that are creative problem solvers specializing in many aspects of monitoring, evaluation, research and learning.
Principal Duties and Responsibilities
- Develops, manages and implements all field office financial policies in compliance with all applicable Panagora polices, client policies, and local laws
- Leads finance and accounting ensuring excellent performance in compliance with all applicable regulations, including:
o Develop system to account for financial transactions by establishing a chart of accounts, and defining bookkeeping policies and procedures
o Maintains subsidiary accounts by verifying, allocating, and posting transactions.
o Balances subsidiary accounts by reconciling entries
o Maintain general ledger
o Balance general ledger by reconciling entries
o Maintain records and file documents
o Prepare financial reports by collecting, analyzing, and summarizing account information
o Comply with United States government and local legal requirements by studying requirements, filing reports, and advising management
- Ensures accurate time accounting of staff, processes payroll, and administers local benefits plans, including tracking staff vacation and sick leave balances
- Assists in the financial negotiations with local subcontractors and local consultants
- Ensures that all invoices (including by not limited to local subcontractors and local consultants) are paid in a timely manner and that invoices agree with supporting documentation, including price quotes, purchase requests, purchase orders, timesheets, and contractual documents are per Panagora’s and USAID procedures for procurement
- Oversees cash flow, including fund transfers from the home office, local currency exchanges, and petty cash
- Liaises with the home office to conduct the final review of vouchers and vendor invoices to ensure the maintenance of thorough financial documentation on all field transactions
- Maintains current standing with all mandated tax liabilities and organization registrations
- Reviews and prepares as necessary country activity travel advances, processes travel claims, and works with country program staff to resolve accounting related issues
- Supports overseas country operations, human resource management, procurement and purchasing, facilities and office services, in-country travel, workshops and logistics
- Facilitates financial planning on a monthly, quarterly, and annual basis by collecting estimates from technical staff and translating the information into budgets
- Works with Administration & Logistics Coordinator to answer home office operations requests
- Performs other duties as assigned
- Bachelor’s degree in finance, accounting, or business and/or C.A./CPA or equivalent
- Minimum five years of progressive experience in financial management and/or accounting
- Knowledge of U.S. Government financial and procurement rules and regulations a plus
- Competent with Quickbooks and Microsoft Excel
- Ability to work with technical staff and home office to forecast expenditures
- Ability to produce high quality outputs, including monthly financials, financial reports, and analysis for various audiences, including those with limited finance experience
- Attention to detail with accuracy and reliability as key drivers of success
- Strong analytical thinking with sound business acumen
- Proficiency with MS Office Suite.
Duration of the MERL Activity: August 2018 to May 31, 2021, with possibility of a 2-year extension
Location: This will be a full-time position, based in Pretoria, South Africa.