Learning Manager – Financial Modelling Integration Training

1. Structured Learning Governance (10%)

• Own the architecture of the FMIT LMS module
• Maintain modularised video content integrity
• Oversee structured learning pathways (Beginner Advanced Cluster-Specific Applications)
• Ensure all FMIT materials are version-controlled
• Approve updates before publication
• Align learning outcomes with DREEF Competency Framework

2. Execution-to-Learning Integration (70% 10%)

• Capture modelling lessons from:
  • Live JDAs
  • Financial close reviews
  • Credit uplift discussions
  • Refinancing outcomes
• Translate modelling errors and friction points into module updates
• Update ratio benchmarks where justified
• Refine sensitivity cases based on transaction history
• Ensure real-case anonymised models are integrated for training purposes

3. Social & Experiential Integration (20%)

• Integrate insights from:
  • PMTInfraCredit pairing sessions
  • Finance vertical mentoring loops
  • Peer review observations
• Ensure modelling terminology is harmonised across:
  • DREEF
  • InfraCredit
  • Developers
  • Consultants
• Prevent modelling language drift across clusters

4. Feedback Governance & Continuous Improvement

• Monitor LMS review and comment section daily/weekly
• Categorise feedback:
  • Structural
  • Clarity
  • Technical modelling issue
  • Documentation inconsistency
• Track resolution cycle
• Publish update logs
• Ensure recurring issues trigger structured revisions

Target:
Feedback Analysis Update Version Release Communication

5. AI Chatbox Knowledge Training

• Curate source modelling documents for AI reference
• Update AI training dataset following module revisions
• Ensure AI answers align with latest:
  • SOPs
  • Templates
  • Ratio logic
• Test AI modelling guidance accuracy

6. Cross-Cluster Alignment

Ensure FMIT modules include sector-specific adaptations for:

• Interconnected Mini-Grids
• Isolated Mini-Grids
• Agro-C&I
• C&I
• Battery-as-a-Service
• Telecom Solar
• E-Mobility
• Solar-as-a-Service
• Stand-Alone Solar

Maintain consistency while allowing cluster nuance.

7. Documentation & Template Control

Maintain master control of:

• Financial model template versions
• Ratio calculation methodology
• Sensitivity matrix standards
• Scenario stress test design
• Model validation checklist
• Credit uplift modelling guidance

No modelling template is released without FMIT review.

Key Deliverables

• Updated FMIT LMS modules (quarterly minimum review cycle)
• Version-controlled model template library
• Feedback resolution dashboard
• Annual modelling standards review report
• AI modelling knowledge base alignment log
• Cross-cluster modelling adaptation framework

Key Performance Indicators (KPIs)

1. Feedback resolution turnaround time
2. Reduction in modelling inconsistencies across clusters
3. Time-to-competency for new finance staff
4. Credit committee model revision frequency reduction
5. % of modules updated per review cycle
6. AI response alignment accuracy
7. Modelling error recurrence rate
8. Refinancing success rate linked to model robustness

Required Qualifications

• Strong financial modelling expertise (infrastructure project finance or DRE preferred)
• Deep understanding of DSCR LLCR IRR NPV sensitivity analysis
• Experience with credit analysis and risk modelling
• Exposure to DFI-funded project structuring preferred
• Experience in knowledge systems or structured learning governance is an advantage

Core Competencies

• Systems thinking
• Ratio discipline
• Detail orientation
• Execution awareness
• Version control governance
• Institutional documentation rigour
• Cross-functional communication
• Continuous improvement mindset