Consultancy for Training Staff on Data Analytics and Visualization Training

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 HI's 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: - Bachelor's 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 buil