|
Expression of Interest for Consultancy for Training Staff on Data Analytics and Visualization Training. Closing Date: 16 Sep 2026 Type: Consultancy CONTEXT Handicap International Federation operating name (HI) is an independent and impartial international aid organization working in situations of poverty and exclusion, conflict and disaster. Working alongside persons with disabilities and other most vulnerable groups, our action and testimony are focused on responding to their essential needs, improving their living conditions and promoting respect for their dignity and their fundamental rights. In Kenya, HI has been operating since 1992 and works primarily in refugee camps to improve access to healthcare, education and employment for people with disabilities. The organization operates in the Dadaab and Kakuma refugee camp. The finance team plays a critical role in ensuring effective financial management, donor compliance, and informed decision-making across HIs operations in Kenya. Finance teams sit on some of the richest data in the organization general ledgers, budgets, forecasts, and transactional detail yet much of this value is lost to manual reconciliation, static spreadsheets, and reports that are hard for non-finance stakeholders to interpret. There is a recognized need to strengthen the data analytics and visualization capabilities of the finance team to enhance financial reporting, variance analysis, and data-driven decision-making. To support this process, HI is recruiting a consultant to deliver a 3-day, hands-on training workshop in Data Analytics and Visualization designed specifically for the Finance team. DESCRIPTION OF THE EXPECTED SERVICE The contracted firm is to provide the following services: - Specific objectives of the assignment To deliver a 3-day hands-on training workshop in Data Analytics and Visualization for the Finance team, enabling participants to build practical skills to extract, clean, analyze, and visualize financial data from general ledger exports to budgets and forecasts in order to produce clearer management reports and support faster, better-informed financial decisions. By the end of the training, participants will be able to: Apply a structured analytics workflow to financial data: extract, clean, reconcile, analyze, and visualize. Use Excel, Python (pandas, matplotlib/seaborn/plotly), and a BI tool (Power BI or Tableau) to analyze financial statements and build dashboards. Perform variance analysis (budget vs. actual), ratio analysis, and trend analysis with confidence. Select appropriate chart types (waterfall, bridge, variance, trend) for clear, honest financial visualization. Build interactive dashboards that track revenue, expenses, cash position, and other finance KPIs. Apply basic forecasting techniques to support budgeting and rolling forecasts. Present financial insights persuasively to executives, budget holders, and the board. Responsibilities and Tasks The consultant will carry out the following activities: - a) Training Delivery Conduct a 3-day instructor-led training workshop (in-person) covering the following key areas: Foundations of Financial Data Analytics Preparing Financial Data using Excel Power Query and Python (pandas) Exploratory Financial Analysis (ratio analysis, trend analysis, variance analysis) Principles of Financial Data Visualization Dashboards with Excel & Power BI / Tableau Visualization with Python for Finance (matplotlib, seaborn, plotly) Forecasting & Financial Modeling Basics Financial Storytelling & Board-Ready Reporting Capstone Project b) Training Materials Development Develop and provide comprehensive training materials including: Slide decks for all sessions Sample financial datasets for hands-on exercises Hands-on lab exercises with solution files Reusable Excel/Power BI dashboard templates for budget-vs-actual and KPI tracking Post-workshop resource pack (cheat sheets, templates, further-learning links) c) Capstone Project Facilitation Facilitate participants (individually or in teams) to apply the full workflow to a real or sample finance dataset and prepare a short presentation. Each participant/team will present insights and dashboards to a mock finance leadership panel. d) Certification Issue certificates of completion to each participant who successfully completes the training. e) Reporting Provide a written report summarizing the training delivery, participant engagement, learning outcomes, and recommendations for further capacity building. Scope and Target The training will be delivered to the HI Kenya Finance team. The target audience includes financial analysts, accountants, FP&A staff, finance business partners, treasury/reporting officers, and finance managers who work with financial data but are not necessarily technical specialists. The scope of work shall include, but not be limited to: Conducting a 3-day instructor-led training workshop (in-person) Developing and providing comprehensive training materials and resources Delivering hands-on lab exercises covering variance analysis and dashboard-building Facilitating a capstone project where participants apply the full analytics workflow Providing reusable dashboard templates for budget-vs-actual and KPI tracking Issuing certificates of completion to all participants Providing a post-workshop resource pack Submitting a written training report summarizing outcomes and recommendations Profile of the consultant The consultant will need to have the following capacities: Bachelors degree in Finance, Accounting, Data Science, Statistics, or a related field Minimum 5 years experience in financial analysis, data analytics, or related field, preferably in the humanitarian or non-profit sector Proven expertise in Microsoft Excel (including Power Query, PivotTables/PivotCharts, and financial functions) Proven expertise in Python for data analysis (pandas, matplotlib, seaborn, plotly) Proven expertise in Power BI or Tableau for dashboarding and interactivity Experience in delivering training and capacity building to professional teams Proven track record of conducting similar training assignments Must be flexible to fit in the program of the staff requiring the services The working language will be English Duration and Place of Performance of the Service The training will be conducted over a period of 3 consecutive days at a venue to be confirmed (in-person), unless required otherwise. Work Plan Based on the proposed assignment the time line shall be agreed upon by the consultant and HI. Based on the proposed assignment, the timeline shall be agreed upon by the consultant and HI. The indicative timeline is as follows: Activity Timeline Preparation and development of training materials 1 week prior to training Delivery of 3-day training workshop 3 consecutive days Submission of draft report 1 week after training Submission of final report 2 weeks after training Report The consultant shall provide the following deliverables: Training materials, slide decks, and sample financial datasets for all participants Hands-on lab exercises (variance analysis, dashboard-building) with solution files A completed capstone financial dashboard/project per participant or team Reusable Excel/Power BI dashboard templates for budget-vs-actual and KPI tracking Certificate of completion for each participant A post-workshop resource pack (cheat sheets, templates, further-learning links) A written training report summarizing outcomes, participant feedback, and recommendations Contact Person During the performance of the service, the consultant will be assisted by the Finance Manager and/or HR Manager in setting up the training schedule and coordination with the finance team. Appendices Willingness to adhere to Handicap Internationals Federation institutional policies (Prevention and fight against corruption, Child Protection, Protection of Beneficiaries against sexual abuse and harassment). Available on the website: https://hi.org/en/institutional-policies. Evaluation Application documents submitted will be evaluated in three (stages); General Mandatory Evaluation Criteria For firms or institutions Certificate of Registration Trade license Certificate/ Business Permit PIN/VAT Registration Certificate Current Tax Compliance Certificate Personal Accident Insurance cover For Individuals National ID Relevant certifications PIN/VAT Registration Certificate Current Tax Compliance Certificate Personal Accident insurance cover Technical Capacity Evaluation) Profile and experience of the company: The firm should have proven expertise and experience in undertaking the service delivery. Attach three reference letters Provide list of assignments undertaken similar scope of work within the last 2 years along with names of clients (including contact person, email contacts, Postal address and telephone numbers this must include the three referees provided above) 2.Professional/technical capacity/ capability The proposed staff should have relevant experience and professional qualifications in the relevant field Financial Evaluation At the Financial stage, the Lowest Competitive Evaluated bidder and within budget estimates will be considered for the award of the contract. How to apply Potential service providers who meet these requirements and are available within the time period indicated should submit an application letter and curriculum vitae indicating their relevant qualifications, skills and experience, their understanding of the TOR, detailed budget as well as three recommendation letters by the current and previous institutions where similar services are/were provided. The deadline for submission of expression of interest (technical and financial budget prop Tender Link : https://reliefweb.int/job/4228493/consultancy-training-staff-data-analytics-and-visualization-training
|
