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: -

1. 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:

2. Apply a structured analytics workflow to financial data: extract, clean, reconcile, analyze, and visualize.

3. Use Excel, Python (pandas, matplotlib/seaborn/plotly), and a BI tool (Power BI or Tableau) to analyze financial statements and build dashboards.

4. Perform variance analysis (budget vs. actual), ratio analysis, and trend analysis with confidence.

5. Select appropriate chart types (waterfall, bridge, variance, trend) for clear, honest financial visualization.

6. Build interactive dashboards that track revenue, expenses, cash position, and other finance KPIs.

7. Apply basic forecasting techniques to support budgeting and rolling forecasts.

8. 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.

1. 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 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

1. 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:

1. Training materials, slide decks, and sample financial datasets for all participants

2. Hands-on lab exercises (variance analysis, dashboard-building) with solution files

3. A completed capstone financial dashboard/project per participant or team

4. Reusable Excel/Power BI dashboard templates for budget-vs-actual and KPI tracking

5. Certificate of completion for each participant

6. A post-workshop resource pack (cheat sheets, templates, further-learning links)

7. 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 International's 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);

1. General Mandatory Evaluation Criteria

For firms or institutions

1. Certificate of Registration

2. Trade license Certificate/ Business Permit

3. PIN/VAT Registration Certificate

4. Current Tax Compliance Certificate

5. Personal Accident Insurance cover

For Individuals

1. National ID

2. Relevant certifications

3. PIN/VAT Registration Certificate

4. Current Tax Compliance Certificate

5. Personal Accident insurance cover

   Technical Capacity Evaluation)

   1. Profile and experience of the company:

      1. The firm should have proven expertise and experience in undertaking the service delivery. Attach three reference letters

      2. 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

         1. The proposed staff should have relevant experience and professional qualifications in the relevant field

6. 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 proposal) is 16th September 2026 at 4PM

Interested and eligible bidders are requested to send soft copies of application and company profile documents listed below to the following email address: consultancy@kenya.hi.org

Please indicate Data Analytics & Visualization Training on the subject line in your email application

The electronic copies of the application to reach Handicap International office on or before 16th September 2026 at 4:00 P.M