Lead the design and operation of ARCAFIM's monitoring, evaluation and learning framework, providing reliable and timely evidence on lending, technical assistance and programme outcomes. The role will strengthen the Bank's ability to track green lending against the programme taxonomy and targeting guidelines, measure changes in borrower outcomes, and use evidence to improve implementation, accountability and reporting to Equity Bank management and IFAD.
the KEY responsibilities:
M&E Framework, Systems & Implementation
- Design and roll out an integrated M&E and reporting framework covering ARCAFIM lending and technical assistance activities, with clear indicators, baselines, targets, data sources, responsibilities and reporting timelines.
- Establish practical procedures and tools for data collection, validation, analysis, reporting and record retention, consistent with the ARCAFIM Operations Manual and applicable programme requirements.
- Maintain an implementation-focused results framework that links programme activities and outputs to borrower-level outcomes and intended climate adaptation and financial inclusion results.
- Coordinate with programme stakeholders to address data gaps, strengthen reporting discipline and maintain consistent interpretation of indicators.
Lending MIS & Green Finance Tracking
- Work with the Climate Change Adaptation Banking Coordinator and relevant Equity Bank teams to develop and embed ARCAFIM monitoring requirements within the Bank's existing systems and management information framework.
- Ensure lending data can be tracked and reported against the applicable green lending taxonomy, borrower eligibility criteria and ARCAFIM targeting guidelines.
- Define data requirements and controls for monitoring loan applications, approvals, disbursements, portfolio characteristics and relevant borrower outcomes, subject to available systems and approved indicators.
- Support data quality checks and reconciliation across programme records and Bank systems, escalating material discrepancies and proposing corrective action.
Technical Assistance Monitoring
- Work with the Gender & Social Inclusion / Technical Assistance Coordinator to track implementation, reach, quality and results of capacity-building activities.
- Develop reporting tools that capture participation, beneficiary characteristics, completion, satisfaction and evidence of improved borrower readiness and capability.
- Support analysis of how technical assistance contributes to borrowers' readiness for green lending and effective utilisation of finance.
- Ensure lending and technical assistance data can be reviewed together to inform programme management and adaptive delivery.
Evaluation, Surveys & Impact Measurement
- Plan and lead periodic surveys of ARCAFIM borrowers to assess outcomes, implementation experience and emerging impact, including the design of survey instruments, sampling approaches, fieldwork plans and quality controls.
- Coordinate survey implementation with qualified research partners or field teams where required, ensuring appropriate training, supervision, data quality and ethical handling of respondent information.
- Analyse survey findings alongside administrative and programme data to assess progress against intended outcomes and identify differences across relevant beneficiary groups.
- Document limitations, lessons and recommendations clearly distinguishing observed changes from outcomes that can be credibly attributed to the programme.
Reporting, Analysis & Management Insights
- Provide comprehensive, accurate and timely M&E information to the ARCAFIM Team to support progress reports for Equity Bank management and IFAD.
- Prepare concise dashboards, analytical summaries and narrative reporting on implementation progress, results, risks, data gaps and corrective actions.
- Ensure reports are supported by traceable evidence and are consistent with agreed indicators, reporting periods and programme requirements.
- Respond to management information requests and support programme reviews, implementation missions and reporting discussions as required.
Digital M&E & Continuous Improvement
- Identify and assess digital tools that can improve the efficiency, accuracy and timeliness of data collection, validation, analysis and reporting.
- Recommend practical solutions that fit the Bank's existing systems, information-security requirements and programme needs, working with relevant technology and data teams.
- Promote automation of routine reporting where feasible and develop user guidance to support consistent adoption of M&E tools.
- Use implementation experience, survey findings and stakeholder feedback to improve indicators, tools, workflows and the overall M&E system.
Data Governance & Stakeholder Coordination
- Promote clear data ownership, access controls, confidentiality and responsible handling of borrower and beneficiary information in line with Bank policies and applicable requirements.
- Coordinate with programme teams, business units and implementation partners to clarify data responsibilities, resolve reporting issues and maintain agreed standards.
- Maintain an audit-ready record of key indicators, data sources, validation checks, survey instruments, findings and reporting outputs.
- Escalate material data-quality concerns, delivery risks and limitations affecting the reliability of programme results.
CORE ACCOUNTABILITIES AND DELIVERABLES:
- M&E Framework Implementation - Percentage of approved programme indicators with defined methodologies, baselines, targets, data sources and reporting arrangements.
- Programme Results Tracking - Percentage of programme output and outcome targets tracked and updated accurately across the four participating countries.
- Green Lending Performance Monitoring - Accuracy and completeness of data on eligible loans originated, approved, disbursed and utilized against programme targets.
- Portfolio Quality Monitoring - Timeliness and accuracy of portfolio performance reporting, including repayment rates, portfolio-at-risk and non-performing loans.
- Beneficiary Outreach & Inclusion Measurement - Percentage of beneficiary records accurately disaggregated by gender, age, location, customer category and other approved inclusion dimensions.
- Climate Adaptation Outcomes Measurement - Percentage of sampled beneficiaries assessed for agreed climate-adaptation outcomes, including adoption of climate-resilient practices and improved resilience.
- Management Information System & Data Integrity - Percentage of required programme data captured, validated and maintained accurately in the designated MIS and reporting systems.
- Reporting & Donor Accountability - Percentage of required physical and results-based reports submitted accurately, completely and within agreed deadlines.
- Evaluation, Learning & Adaptive Management - Number and percentage of planned evaluations, beneficiary surveys and learning assessments completed, with recommendations translated into agreed improvement actions.
- Data Quality Assurance & Corrective Action - Percentage of identified data-quality issues, monitoring gaps and evaluation recommendations resolved within agreed timelines.
Qualifications
KEY TECHNICAL SKILLS & LEADERSHIP COMPETENCIES:
- M&E framework design and results-based management.
- Quantitative and qualitative research, survey design and data analysis.
- MIS requirements definition, digital tools and reporting automation.
- Data quality assurance, interpretation and evidence-based problem-solving.
- Programme coordination and stakeholder engagement.
- Clear written and verbal communication.
- Attention to detail, sound judgement, integrity and responsible data handling.
- At least seven years of relevant experience in monitoring and evaluation for commercial lending or development finance, preferably in agriculture or rural finance.
- Experience designing and implementing large-scale surveys of agribusinesses and farm households, ideally in East Africa.
- Demonstrated ability to identify, assess or implement digital tools for M&E, data collection, reporting or analytics.
- Experience developing results frameworks, indicators, data-quality controls, dashboards and programme progress reports.
- Strong analytical and report-writing skills, with the ability to explain findings, limitations and practical recommendations to management and programme stakeholders.
ACADEMIC QUALIFICATIONS AND CERTIFICATIONS:
- Bachelor's degree in business, Finance, Economics, Commerce, Marketing or a related discipline; a relevant postgraduate qualification is an advantage.
- Master's degree in business, Finance, Economics, Commerce, Marketing or a related discipline; a relevant postgraduate qualification is an advantage
- Nice to Have: (as added advantage)
- Relevant professional certifications in Data Analytics & Visualization, Project Management, Climate Change & Adaptation, Monitoring & Evaluation etc. are desirable.