Financial Analyst

World Bank Group•Washington, DC

7d•Onsite

About The Position

The Financial Operations Analyst will join the Client Servicing workstream within IFC’s Investment Operations division (CTRIO), part of the World Bank Group Controllers Vice Presidency. Based in Washington, DC, the position reports to the Loan Operations Team Leader and supports consistent, timely, and high-quality services across IFC’s private-sector investment portfolio. Products include loans, guarantees, debt securities, subordinated loans, equity investments, blended-finance instruments, donor trust funds, trade and supply-chain finance products, special operations, and risk-mitigation instruments. The analyst supports accurate recording, servicing, and monitoring of investment transactions throughout their lifecycle, and contributes to internal controls, operational risk management, reliable portfolio data, stakeholder coordination, and resolution of client and transaction-related issues. The role involves frequent coordination with teams across the World Bank Group and IFC, as well as external auditors. The analyst also contributes to CTRIO’s modernization agenda through process simplification, systems implementation, automation, responsible use of AI-enabled tools, and data quality improvements. The position is open only to WBG and IMF staff, including short-term and extended-term consultants or temporaries; external applications will not be considered.

Requirements

Bachelor’s degree in finance, accounting, business administration, or a related field.
A minimum of 2–3 years of relevant experience.
Working knowledge of accounting, financial reporting, and internal control principles (US GAAP or IFRS) as applied to loans and guarantees.
Strong communication skills, including the ability to explain technical loan-servicing matters to non-specialists, write concise analytical commentary, and contribute to documentation, issue escalation, and stakeholder-facing materials.
Ability to support process improvement, change execution, and technology enablement, including automation, systems testing, and business process redesign.
Strong analytical and problem-solving skills and close attention to detail.
Strong client orientation and interpersonal skills, including the ability to engage professionally at all levels and work effectively in multicultural teams across locations and time zones.
Ability to manage competing priorities, meet tight deadlines, and deliver quality results under pressure with limited supervision.
Proficiency in digital, data, and visualization tools that improve productivity and support decision-making, and advanced proficiency in Microsoft Excel and PowerPoint.
Commitment to integrity, ethics, professional conduct, and the WBG mission.
This internal requisition is open to WBG and IMF staff only, including short-term and extended-term consultants or temporaries.

Nice To Haves

A professional accounting qualification such as CPA, CA, ACCA, or equivalent.
Knowledge of IFC financial products, operational policies, procedures, and core technology platforms.
Experience with ACBS, its successor loan system Sopra, Quantum, SWIFT, and iPortal.
Experience simplifying processes, increasing straight-through processing (STP), and automating repetitive tasks using technology.
Experience responsibly using AI tools such as Microsoft Copilot and other approved WBG AI solutions for client communications, exception handling, document review, and data validation, in line with WBG data security and AI-use guidelines.
Intellectual curiosity and a growth mindset, including willingness to experiment with new technologies, learn from outcomes, and adapt to evolving tools and processes.
Experience working in fragile, conflict-affected, and violent (FCV) contexts.

Responsibilities

Provide operational support to the Loan Operations team, delivering high-quality outputs, robust internal controls, and adherence to service standards.
Review legal agreements for IFC loans, guarantees, and debt securities, and accurately book commitments in systems of record and the general ledger.
Process IFC investment products accurately and on time throughout the commitment, disbursement, servicing, and closure lifecycle.
Support end-to-end servicing of loan transactions, including payment clearing and application.
Review monthly, quarterly, semi-annual, and annual borrower bills, and support bill dispatch, client payment settlement, and arrears tracking.
Serve as a primary operational contact for assigned clients and internal partners, proactively manage relationships, and resolve service issues and escalations within agreed standards.
Coordinate with Investment Officers and downstream partners to ensure accurate project booking and fulfillment of specific reporting requirements.
Advise internal and external clients and counterparts in other business units on loan issues, transaction processes, operational procedures, and IFC corporate policies; respond promptly to information requests.
Develop and execute solutions to complex operational issues, communicate clearly with diverse stakeholders, and align solutions with IFC’s broader business objectives.
Support automation, process reengineering, and process simplification in response to evolving business needs.
Use AI tools such as Microsoft Copilot to streamline repetitive tasks, including client communications, exception handling, and data validation, in accordance with applicable guidance.
Maintain and strengthen CTRIO’s internal control environment by identifying control gaps and supporting remediation plans.
Provide data-driven recommendations to support strategic decision-making, goal achievement, and problem resolution.
Carry out technical workplans in the absence of other team members, as appropriate.