Photographer; Financial Administrative Officer; Consultant; Local Advisor

Request for Proposal for Local Market Research Firm in Guatemala

Request for Proposal for Local Market Research Firm in Guatemala

Issued Tuesday, August 9, 2022
Proposal due Tuesday, August 30, 2022

 

The present Request for Proposal (RFP) is open to all Guatemala-based firms that can and are able to provide the requested services described further below and have the legal capacity to deliver these services the country.

1        Background

CCX Inclusive Business (CCX IB) is currently working on a project to assess market conditions and identify gaps and opportunities in financial services use among low-income and marginalized populations, especially women, as well as to advance digital financial inclusion in Guatemala.

2        Objectives & Responsibilities

The research firm will be responsible for recruitment, logistics, and research activities for market research with target segments in Guatemala.

Main activities:

  • Draft questionnaire/interview guides with moderator instructions for focus groups and individual interviews
  • Source and recruit research participants for focus groups, individual interviews, phone / online survey, and/or other formats as needed
  • Secure research venues as needed and appropriate in the current health climate
  • Facilitate qualitative research sessions according to CCX IB methodology
  • Provide regular updates and reporting on research activities to CCX IB
  • Generate interview transcripts within 24 hours of every session, and provide video footage if required for the assignment
  • Ensure translation services for indigenous (Mayan) language conversations where necessary
  • Support or lead analysis of the research, including identifying relevant insights and making recommendations based on the findings
  • Develop a presentation on key findings

The team has broadly estimated the need for between 18 and 22 focus groups followed up by individual interviews with certain participants based on broad criteria critical to achieving the objectives of this project. The team anticipates individual interviews will consist of testing a service or solution.

Outputs:

  • Key findings presentation that includes:
    • Report on all activities conducted
    • Profiles of target segments including income level, income sources (labor and non-labor), other socio-economic information
    • Information on current needs, preferences, and behaviours related to financial and non-financial services by target segment, including both household and business
    • Overview of most relevant gaps in servicing target segments and potential entry points for financial service providers
    • Description of tested service or solution, including ideation process, prototype features and target segment perspectives, as well as marketing tactics

3        Project Team

The research firm will work with the CCX IB team, including a local team member, as well as with the Project Manager in New York city and Research Lead based in the Dominican Republic. The research firm will report to the Project Manager and Research Lead and work closely with local team member.

4        Duration of Consultancy

The expected start of this project will be September 2022. Activities are expected to run through October 2022.

5        Location of Work

The selected consultant will have an office in Ciudad de Guatemala and accessibility to the selected regions of the country where the investigation will take place (exact regions to be determined). All research will take place in locations convenient for the target participants.

6        Minimum Qualifications

  • Based locally, with offices in Ciudad de Guatemala
  • Proven track record in research design, field-based qualitative research, and analysis of findings among vulnerable populations
  • Experience conducting research in financial services
  • Fluency in English, Spanish, and local languages (Mayan)
  • Strong English-language writing skills are a plus

7        To Apply

Applications must be received no later than August 30 at 11:59pmEST. Please Send electronically to veronica.karpoich@consumercentrix.ch and laura.trueba@consumercentrix.ch with “RFP Request for Proposal for Market Research Firm in Guatemala” as the subject line.

Please submit a short proposal detailing the firm’s experience in conducting qualitative research with vulnerable populations and/or for the financial services sector. Please include a proposed budget with a cost estimate per focus group and individual interview for urban, secondary urban, and rural locations.

9       Overview of the Evaluation Process

Submissions will be evaluated based on:

  • Compliance with minimum qualifications and other requirements set forth in this RFP
  • Qualifications and experience of both company & proposed personnel
  • Price quote

This RFP does not guarantee or commit CCX IB to proceeding with the above-described job. Due to the overwhelming responses, not all candidates will be contacted. If you have any questions, please send them to Laura Trueba at laura.trueba@consumercentrix.ch.

 

About CCX IB

CCX Inclusive Business (CCX IB) is a strategy consulting firm, based in Geneva, Switzerland, that works with financial service providers and policymakers on translating consumer insights into market strategies and policies to reach the un/underserved.

Our mission is to develop scalable solutions that are based on deep insights into the lives, needs and constraints of un/underserved people in emerging markets to improve their livelihoods and create opportunities for economic growth. To accomplish this mission, we focus on Entrepreneurship and SME Development, Inclusive Finance (including gender-intelligent finance), and Policy Dialogue and Regulation. We are a young and growing company with international partners and staff working in fast-paced and often changing environments.

We have delivered over 60 projects reaching more than 8 million previously unbanked clients in both the largest emerging markets and the poorest landlocked countries.


Photographer; Financial Administrative Officer; Consultant; Local Advisor

Financial and Administrative Officer

Financial and Administrative Officer

 

Location:                          Germany

Type of involvement:    Full time

 

THE COMPANY

CCX Inclusive Business (CCX IB) is a strategy consulting firm, based in Geneva, Switzerland, that works with financial service providers and policymakers on translating consumer insights into market strategies and policies to reach the un/underserved.

Our mission is to develop scalable solutions that are based on deep insights into the lives, needs and constraints of un/underserved people in emerging markets to improve their livelihoods and create opportunities for economic growth. To accomplish this mission, we focus on Entrepreneurship and SME Development, Inclusive Finance (including gender-intelligent finance), and Policy Dialogue and Regulation. We are a young and growing company with international partners and staff working in fast-paced and often changing environments.

We have delivered over 60 projects reaching more than 8 million previously unbanked clients in both the largest emerging markets and the poorest landlocked countries.

 

THE POSITION

CCX IB is seeking a Financial and Administrative Officer to provide a variety of administrative and financial business support duties. The successful candidate will be energetic, and detail orientated, who enjoys making a difference and being part of a team that takes pride in their work

 

Financial Administrative Officer (FAO)

QUALIFICATION REQUIREMENTS

  • Minimum BS/BA in Finance, Business Administration or a related field
  • Four+ years of relevant experience in financial management and program administration.
  • Good interpersonal skills, team player, highly adaptable and able to work under stress.
  • Sensitivity to the concerns of the developing world and able to work with providers from different cultural backgrounds.
  • Good oral and written communication skills, with an excellent command of English.
  • Highly computer literate, highly skilled in the use of MS Office (especially Excel)
  • Experienced to build and explore new processes and systems

 

DUTIES

 Overview of Position: The Financial Administrative Officer (FAO) provides financial/administrative management oversight of ConsumerCentriX activities, to include budgeting, forecasting, and preparing the necessary documentation for accounting and implementation of all services required to financially and administratively support CCX IB operations as procurements and some staff-related duties. The FAO will also provide complementary administrative support.

Line of Authority: The FAO reports directly to the Managing Partner and coordinate the work with all partners. The FAO works closely with the CCX IB accountant and other stakeholders in a collaborative manner and will promote a collegial and participatory approach to project management and implementation.

 

Roles and Responsibilities: The Financial Administrative Officer will perform the following tasks:

I. Financial Management Duties

  • Input Payments & Transfers
  • Monitor expenditures to ensure compliance with all relevant regulatory policies
  • Revise & Approve Expense Reports in line with regulations
  • Supervise cash flow tracking and prepare cash flow forecasts
  • Assist in the preparation and monitoring of project/ program budgets
  • Track resource & project profitability i.e w timesheets

 II. Administrative Duties

 a) Human Resources

  • Recruitment: Ensure that recruitment for internal and external staff is conducted in a transparent manner and follows CCX IB policies and procedures
  • Ensure that contracts for all temporaray consultants are prepared in a timely manner, and are fully compliant with labor laws; maintain contract files;
  • Track and oversee time and attendance reporting; 2) vacation and leave management, and 3) personnel recordkeeping; 

 b) Procurement

  • In collaboration with project leads and project budget leads prepare RFPs, RFQs, specifications, delivery schedules, etc., for services to be procured internationally; submit for review and approval
  • Approve contracts for consultants
  • Reviews agreements with donors/funders – summarise key points in document

III. Other Duties

  • Supervise and ensure relevant insurance coverage
  • Participate / Lead and assist in the preparation of new technical proposals, as necessary

IV. Management Reporting

The FAO is responsible for production / supervision of the following reports:

  • Lead - Monthly Financial Report and forecast (P&L, CF; Balance)
  • Supervise - Quarterly Administrative and Logistics Report (MSA / SOW update etc)
  • Weekly Progress Report
  • Lead - Quarterly financial report (in collaboration with the accountant)
  • Create - Resource Utilisation and Resource Forecast

 CONDITIONS

Qualified applicants should submit a current resume detailing relevant training and experience, together with the names and contact information of at least three professional references to jobs@consumercentrix.ch

The Subject line should read CCX Financial Administrative Officer


Photographer; Financial Administrative Officer; Consultant; Local Advisor

Photographer/Videographer (Part-time) - Uganda

Photographer/Videographer – Uganda (part-time)

Scope of work

CCX is seeking a creative Photographer/Videographer to support with content development for Covid-19 Business Info Hub and SBU CCX partnership

 

Background

ConsumerCentriX places a high value on the quality of photography used to support its corporate brand. As a company focused on consumer centricity, we prioritize shots with people in them wherever possible to put an effective “human face” on our work. Additionally, we prefer capturing subjects in landscapes and actions that provide insights about their everyday lives.

To provide much-needed information and solutions for Ugandan entrepreneurs struggling with the pandemic’s economic impacts, Stanbic Bank has partnered with ConsumerCentriX on the Covid-19 Business Info Hub.

This website will provide entrepreneurs advice on financial management to overcome economic slowdown and insights into new developments across industries.  Employing over 2.5 million people, small and medium enterprises (SMEs) are the critical driver of growth for Uganda’s economy. However, as the COVID 19 pandemic unfolds, the SME sector faces reduced business activity and financial security due to disruptions to the supply chain, travel restrictions, and changing work environments.

The Covid-19 Business Info Hub will become a centralized platform for Stanbic to communicate responsive efforts with the SME segment and enterprise clients in Uganda. However, the site’s vision is to become a trusted resource for all entrepreneurs in Uganda, looking for industry insights and relevant virtual training sessions.

 

Scope of Work

The Photographer will provide CCX the following main activities:

  • At least a hundred raw photos of each client. Each photoshoot should include a diverse range of perspectives and capture different actions
  • Shoot a range of b-roll shots of clients in action so a video editor can easily piece together a sequence of wide, medium, and close ups. Videos must be shot in at least 1080p.

 

Deliverables

The photographer will be required to submit to CCX:

  • All raw photo files and video files

 

Requirements

In order to be considered for the selection process, candidates are required to:

  • Submit the list of equipment that will be used. Only photographers will full-frame professional cameras will be considered.
  • Submit a photography portfolio
  • Submit hourly rate

 

Availability Requirement:

  • Eligible candidates should be based in Kampala, Uganda
  • Photographs must be sent at least 5 days after each shoot.

 

Please your submit proposal and/or question to ana.singh@consumercentrix.ch


Photographer; Financial Administrative Officer; Consultant; Local Advisor

Content Consultant (Part-time) - Uganda

Content Consultant (Part-time)- Uganda

 To provide support to the  Covid-19 Business Info Hub 

 

Background

ConsumerCentriX is seeking an energetic Content Consultant to join the team for an initial period of six months to support with the content development.

ConsumerCentriX is a consulting firm based in Switzerland that focuses on translating human-centered market research and industry expertise into strategic insight that is actionable. We work with financial regulators and service providers in emerging markets to support the un- and underserved.

To provide much-needed information and solutions for Ugandan entrepreneurs struggling with the pandemic's economic impacts, Stanbic Bank has partnered with ConsumerCentriX on the Covid-19 Business Info Hub.  This website will provide entrepreneurs advice on financial management to overcome economic slowdown and insights into new developments across industries.

The Covid-19 Business Info Hub will become a centralized platform for Stanbic to communicate responsive efforts with the SME segment and enterprise clients in Uganda. However, the site's vision is to become a trusted resource for all entrepreneurs in Uganda, looking for industry insights and relevant virtual training sessions.

Scope of Work

The consultant will provide CCX the following main activities:

  • Support with the Covid-19 Business Info Hub content: source content from newspapers, conferences, events, and other SME related public fora for the site. Help with topical research as requested by CCX
  • Conduct interviews (and effectively transcribe) with SME owners and Business Incubator graduates to produce content for the Hub
  • Translation of content from English to Luganda
  • Voice over animations in English and Luganda
  • Coordinating the African Management Institute (AMI) Survive to Thrive program training (Call clients and confirm attendance, coordinate kickoff meetings and training). Currently, the program has 23 Stanbic Bank clients.
  • Support the training program for Enterprise Banking with the Learning and Development Department at Stanbic Bank as requested by the project director

Deliverables

The consultant will submit routine reports to the project director (as required by CCX SOW policy) and keep all relevant CCX staff abreast with continuing work assignments   

Requirements

Qualified candidates will have the following:

  • Fluency in Luganda and English (for translation)
  • Good redaction skills in Luganda and English (support with content development)
  • Analytical and research skills
  • Multitasking and communication skills
  • Living in Kampala

 

Availability Requirement

Successful candidates will be hired initially as part-time (11 days per month)

Please email your application to ana.singh@consumercentrix.ch


Photographer; Financial Administrative Officer; Consultant; Local Advisor

Local Resident Advisor (Rwanda)

Local Resident Advisor (Rwanda)

 

Position Description for Local Resident Advisor (Rwanda)

Mid-level, full-time consulting position with potential for full-time employment upon successful completion

Background

ConsumerCentriX is seeking an energetic Local Resident Advisor to join the team for a period of six months with the potential for full-time employment with a local partner in Rwanda upon successful completion.

ConsumerCentriX is a consulting firm based in Switzerland that focuses on translating human-centered market research and industry expertise into strategic insight that is actionable. We work with financial regulators and service providers in emerging markets to support the un- and underserved.

ConsumerCentriX is partnering with a leading bank in Rwanda to enhance the bank’s capacity to deliver a more holistic set of financial and non-financial services that better meet the needs of its SME customers. The project approach includes optimizing the operating model, expanding the provision of non-financial services, and leveraging data management platforms for improved product and service design and delivery. Given the effects of COVID-19, the team has identified a need for a Local Resident Advisor to support on a full-time basis.

Position Description

Based at the local partner’s location in Rwanda, the Local Resident Advisor will be the primary project manager for day-to-day activities under the guidance of the ConsumerCentriX Project Director and team. Responsibilities will include preparation of project documentation including workplans and background documentation, monitoring of project progress, and internal stakeholder management within the partner bank. The Local Resident Advisor will also be responsible for identifying, initiating, and successfully maintaining relationships with potential external strategic partners that could be beneficial for the project.

Requirements

Qualified candidates will have the following:

  • 7+ years of experience in a project management or business development function in a financial institution, corporation, or development organization
  • Bachelor’s degree in Economics, Finance, or the Social Sciences
  • Language proficiency in English and Kinyarwanda/French
  • Ability to manage multiple priorities/workstreams at once
  • Track record of initiating and maintaining partnerships with multiple stakeholders
  • Highly detail-oriented workstyle
  • Strong verbal and written communications skills

Qualified applicants should submit a current resume detailing relevant training and experience, together with the names and contact information of at least three professional references to jobs@consumercentrix.ch by August 10.

 


Photographer; Financial Administrative Officer; Consultant; Local Advisor

Financial Administrative Officer (FAO)

Location:                          Budapest

Type of involvement:    Full time

THE COMPANY

CCX Inclusive Business (CCX IB) is a strategy consulting firm based in Geneva, Switzerland and Budapest, Hungary.  Our mission is to develop scalable solutions that are based on deep insights into the lives, needs and constraints of un/underserved people in emerging markets to improve their livelihoods and create opportunities for economic growth. To accomplish this mission, we focus on Entrepreneurship and SME Development, Inclusive Finance (including gender-intelligent finance), and Policy Dialogue and Regulation.

We have delivered over 35 projects reaching more than 7 million previously unbanked clients in both the largest emerging markets and the poorest landlocked countries.  

THE POSITION

CCX IB is seeking a Financial and Administrative Officer to provide a variety of administrative and financial support duties. The successful candidate will be energetic, and detail orientated, who enjoys making a difference and being part of a team that takes pride in their work

QUALIFICATION REQUIREMENTS

  • BS/BA in Finance, Business Administration or a related field
  • Two years of relevant experience in financial management and program administration.
  • Good interpersonal skills, team player, highly adaptable and able to work under stress.
  • Sensitivity to the concerns of the developing world and able to work with providers from different cultural backgrounds.
  • Good oral and written communication skills, with an excellent command of English.
  • Highly computer literate, highly skilled in the use of MS Suite (Excel, Word, PowerPoint, Access, Outlook, etc.)

DUTIES

Overview of Position: The Financial Administrative Officer (FAO) provides financial/administrative management oversight of CCX IB activities, to include budgeting, forecasting, and preparing the necessary documentation for accounting and implementation of all services required to financially and administratively support CCX IB operations as procurements and some staff-related duties. The FAO will also provide complementary administrative support.

Line of Authority: The FAO reports directly to the Managing Partner and coordinate the work with all partners. The FAO works closely with the CCX IB accountant in a collaborative manner and will promote a collegial and participatory approach to project management and implementation.

Roles and Responsibilities: The Financial Administrative Officer will perform the following tasks:

I. Financial Management Duties

  • Establish and maintain requisite bank accounts for project activities;
  • Maintain and monitor petty cash account
  • Monitor expenditures to ensure compliance with all relevant regulatory policies;
  • Maintain project financial reporting systems to record field expenditures, in accordance with policies and procedures prescribed by contract with funders/donors, to include preparing monthly bank and general ledger accounts and reconciliations;
  • Enter data for all financial transactions into accounting system; code financial transactions to appropriate account code, component’s services and register numbers;
  • Prepare expense reports in Excel, detailing monthly expenditures by budget line item;
  • Submit reports on a monthly basis;
  • Monitor bank balances and request transfer of funds, based on the spending projections from each of the project components;
  • Prepare cash forecasts;
  • Assist in the preparation and monitoring of project/ program budgets.

Other related duties

II. Administrative Duties

A. Human Resources

  • Ensure that recruitment for all positions is conducted in a transparent manner and follows CCX IB policies and procedures;
  • Ensure that contracts for all local-hire staff are prepared in a timely manner, and are fully compliant with labor laws; maintain contract files;
  • Manage payroll operations;
  • Track and oversee 1) time and attendance reporting; 2) vacation and leave management, and 3) personnel recordkeeping;
  • Other HR duties

B. Procurement

  • Manage procurement of local goods and services in accordance with the CCX IB Procedures to include obtaining quotes and spot checks for verification of market prices and confirmation that goods and services were provided at the rates quoted;
  • Prepare RFPs, RFQs, specifications, delivery schedules, etc., for services to be procured internationally; submit these to Managing Partner;
  • Prepare contracts for consultants
  • Reviews agreements with donors/funders

C. Logistics

  • Support CCX IB staff and short-term consultants as required (lodging, airport pickups, etc.)

III. Other Duties

  • Provide financial and administrative support, as required;
  • Assist with maintaining and supporting the IT infrastructure/programs of the field office;
  • Participate and assist in the preparation of new technical proposals, as necessary

IV. Reporting

The FAO is responsible for production of the following reports:

  • Monthly Updated Project Report
  • Monthly Financial Report
  • Quarterly Administrative and Logistics Report
  • Weekly Progress Report
  • Quarterly financial report (in collaboration with the accountant) 

CONDITIONS

Qualified applicants should submit a current resume detailing relevant training and experience, together with the names and contact information of at least three professional references to jobs@consumercentrix.ch

The Subject line should read CCX Financial Administrative Officer