Senior Project Finance Officer

Job Description


Position title: Senior Project Finance Officer

Unit: Finance

Reports to: Senior Project Finance Manager


Major Functions:

Responsible for overall financial management of WWF projects. To provide and develop project finance best practices across the WWF Beijing Representative offices, to increase project performance by providing accurate and timely project financial related information.

Responsible for preparing donors’ financial records, and ensuring compliance with WWF International and donors’ financial policies and procedures.


Major Duties and Responsibilities:

Financial Management:


Ensure that sound financial policies and procedures are maintained in project implementation in accordance with WWF International and donor requirements.

Establish, update and maintain all relevant financial management documentations. Work closing with the conservation team in terms of proposal development, project planning & budgeting, and full term forecasting. In addition, assist and co-ordinate annual budget development according to donors’ contract requirements.

Take the lead in developing and updating the project finance handbook and manual including processes, procedures and policies

To develop 3rd party contract management tool using Excel, promoting efficiency of data input, payment request, AP and TP worksheet.

To be Super users for Account Receivables/ Purchasing Module / Account Payable in Oracle EBS to ensure smooth operating of financial system.

Take the lead in project audits and internal audits for field offices.

Track the overall financial management of WWF field offices using appropriate financial analysis tools. Undertake visits to contracted projects to review administrative and financial status as and when requested by the Finance Manager.

Monitor & evaluate quarterly submission of financial reports from project and third parties to identify problems and solutions.

Respond to project related financial queries from programme office staff, consultants, project staffs and donors.


Financial Analysis & Reporting

Provide timely and sufficient project financial analysis to project leaders and related project staff, andpresent Project financial information at internal reviews, Business Operation Meetings and workshops.

To develop financial reporting templates using excel tools for analysis purpose and provide excel trainings to finance staff.

Establish, communicate and implement project finance and reporting model

To Cooperate with WWF network and set up project tracking system

To develop Project Financial Reports at different levels. (Project, Program, Biodiversity/Footprint)

Be responsible for quarterly financial analysis of project activities. Communicate with related project staff in a timely manner for better implementation process against the annual budget and work plan and monitor the use of project funds


Financial Training

1.  To mentor and provide trainings (include Oracle training) to other PFOs and field office finance to build up capacity of project finance team.

2.  Assess and identify project capacity gaps and provide necessary training to third parties and project staff. In addition, develop a capacity building plan and facilitate training and development workshops where required.

3.  Train project staff on WWF financial procedures and policies and the use of the Oracle system as necessary.


Contract Management and Compliance:

Manage donor and third party contracts, for those within and outside of China and the WWF Network, in line with WWF network standards.

Review secured funding agreements from various donors. Keep Project Supervisors inform of contract related matters.

Maintain risks assessment for donor contract and local partners outgoing contracts.

Prepare requests for project payments based on approved budgets (contract payments, invoices).

Collect and review third parties’ financial reports.Review third parties’ expenditures to ensure that spending is in line with approved contractual budgets. In addition, co-ordinate timely completion of all programmatic reporting requirements.

Call funds from donors as and when required.Liaise with donors as and when necessary.



Serve as a backup within the project finance unit when necessary.

Perform other tasks as and when assigned by the line manager.


Working Relationships:

Internal: Works closely with Senior manager, Project finance unit, Programme Officer and various donors.  Some contacts with WWF Network, specifically WWF International Asia Pacific and Finance departments.

External: Liaison with auditor for year-end audit and project audit. Consultants and third parties.


Contact information:

Candidates should send a cover letter, CV in English and Chinese to

Please indicate the applying position in title, salary expectation in Email and send them in attachment.