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The successful consultants selected through this RfP process will be in place for five years. Individual consultancy contracts will be prepared for each piece of work to be done.  \nThe work can be summarised into three major categories:  \n• Year-end support to review balance sheet reconciliations and other year-end tasks  \n• Support to IUCN offices to perform reconciliations and train staff on the reconciliation process  \n• Special financial investigations and project work  \nBackground  \nIUCN Global Finance Group requires additional support and resources during the year-end closing period where year-end financial closing and reconciliation packages are prepared by our offices. Year-end review work is done in Switzerland as the reconciliations and the year-end packages are embedded as part of the IUCN finance system .  \nWork to support IUCN offices to complete balance sheet and other reconciliations and  \nspecial financial investigations and projects are periodic and ad-hoc and can be done based in Switzerland or as necessitates on site at another IUCN office depending on the work commissioned.  \nScope and methodology  \n1. Year-end financial close and consolidation support  \nMaximum days for this work will be based on the number of offices and the size of the offices to be reviewed and secondly the number of accounts for global analytical review.  \nIndicatively, time for office review is:  \n\n| Size of office | Estimated time for review and followup |\n| --- | --- |\n| Small – under CHF 1 million | 6 hours |\n| Large – over CHF 1 million | 10 hours |\n\nThe consultant will be asked to review between 10-15 year-end financial packages.  \nThe tasks will include:  \n• Review of offices year-end package  \n- Review and follow up of all balance sheet reconciliations  \n- Review of general ledger and subledger reconciliations auto generated from Jet reports  \n- The list of items for review for each office is included in Annex 1  \n• Assist in the reconciliation of internal allocations globally at the consolidation level  \n• Assist in the clearing of the inter company balances for the offices  \n• Variances analysis for balance sheet accounts, salary/staff costs and staff related provision accounts at the global level  \n• Assist in collecting and compiling data for the notes to the financial statements  \n• Annex 1 provides an example of the year-end financial package  \n2. Financial reconciliation work:  \n(approximately 10-20 days per consultancy; ad-hoc work)  \n• Reconciliation activities to be performed  \no Balance sheet reconciliations for accounts not linked to a subledger Accounts identified at the General Ledger (GL) level, not linked to a subledger, for reconciliation and analysis which could include: prepaids, other accounts receivables , accruals, withholding tax payable, salaries and social charges payable and provision accounts, suspense accounts and hosted organisation advance accounts  \no Cash and Bank Subledger  \nReconcile and clear the Cash in Transit account and reconcile and make corrections for the GL to the SL reconciliation for Cash and Bank  \no Account Receivable (AR) Subledger (SL)  \nAnalyse the AR aging report and identify if there are any old items for follow-up and potential adjustment. Reconcile the GL to the SL for AR accounts and identify differences for correction. Coordinate with office to complete the corrections.  \no Account Payable (AP) Subledger  \nAnalyse the AP aging report and identify if any old items and unusual balances. This includes the three types of AP vendor categories: Implementing Partners, Staff vendor and Suppliers. Reconcile the GL to the SL for AP accounts or identify differences for correction. Coordi","cbCaibgKVe4sgmZa","https://ap.wps.com/l/cbCaibgKVe4sgmZa","pdf",205335,"English","# Terms of Reference\n## Objective\n## Background\n## Scope and methodology\n## 1. Year-end financial close and consolidation support\n## 2. Financial reconciliation work\n## 3. Financial compliance and investigation\n## Annex 1","[{\"question\":\"What is the objective of this Finance and Accounting Consultant RfP?\",\"answer\":\"To select up to two consultants to provide financial and accounting services on a periodic basis, with successful consultants engaged for five years.\"},{\"question\":\"What does year-end support involve?\",\"answer\":\"Reviewing year-end financial packages, following up balance sheet reconciliations, reconciling general ledger and subledger outputs generated from Jet reports, and assisting with global consolidation tasks and data collection for financial statement notes.\"},{\"question\":\"What types of ad-hoc reconciliation and compliance work are included?\",\"answer\":\"Reconciliation tasks such as cash and bank, accounts receivable, and accounts payable aging analyses with GL-to-SL reconciliation and corrections, plus compliance reviews, donor report revisions for restricted projects, transaction validity checks, and reporting non-compliance with recommendations.\"}]","Finance and Accounting Consultant - Terms of Reference | PDF",1789526640]