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Financial Inclusion Strategy Consultant

Idinsight · NA, NA, NA, Kenya · Active · BambooHR

Job facts

FieldValue
CompanyIdinsight
TitleFinancial Inclusion Strategy Consultant
Normalized title-
Department / teamIndia - CF
LocationNA, NA
Work model-
Employment typeFull Time
Salary-
Statusactive
ATS providerBambooHR
Posted / first seen2026-02-06 / 2026-05-30
Changed / last seen2026-05-30 / 2026-06-06

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Linked records

CompanyIdinsight
Source0a97272f-18f6-4c85-a930-1efb5836f3c6
ATS providerBambooHR

Description

Financial Inclusion Strategy Consultant [SHORT-TERM CONSULTANT- INDIA] Location: Anywhere in India, with occasional travel within the country. Duration: 3 months, with a potential for extension based on project needs About IDinsight We amplify social impact by partnering with leaders to develop tailored solutions. Our mission is to use data and evidence to help leaders combat poverty worldwide. IDinsight is a mission-driven global advisory, data analytics, and research organization that helps global development leaders maximize their social impact. We tailor a wide range of data and evidence tools, including randomized evaluations and machine learning, to help decision-makers design effective programs and rigorously test what works to support communities. We work with governments, multilateral agencies, foundations, and innovative non-profit organizations in Asia and Africa. Our work spans a wide range of sectors, including agriculture, education, health, governance, sanitation, financial inclusion, and other areas. We have expertise in a variety of rigorous approaches and methodologies, which we tailor to each client depending on their needs and constraints. To achieve a positive social impact we: Support clients’ use of data and evidence for routine and major decision-making. Inform funding decisions – toward high-impact initiatives and away from less effective programs or approaches. Create and share tools, knowledge, and ideas that expand the use of data and evidence for social good. Our diverse, growing team of roughly 250 outstanding colleagues operate in nearly two dozen countries around the world.  Learn more about our mission and values at www.IDinsight.org . About the Project IDInsight is working with a philanthropic organisation that aims to advance financial inclusion (FI) by enhancing equitable access and usage of financial tools and services for underserved and vulnerable populations. This project, led by IDinsight, identifies and addresses critical data gaps to generate key benchmarks on India’s financial inclusion landscape. The project will generate a strong evidence narrative around the current status of FI in India and provide recommendations on areas of further support & investment. About the Role IDinsight seeks a part-time Strategy Consultant to support the assimilation and dissemination of insights for the project. The consultant will use their expertise to independently translate findings from our pan‑India survey into clear narratives, “so what?” implications, and actionable recommendations for leaders. The role combines strategic thinking, data storytelling, and stakeholder engagement to shape our point of view on India’s financial landscape, including areas of growth and opportunity. The consultant will work in close collaboration with the project team. The consultant is expected to support the project team in the following areas: Data Synthesis & Insight Generation: Synthesize large-scale pan-India survey data into structured insights, themes, and key messages.​ Identify demographic and regional differences, emerging trends, and white spaces using data and evidence. Surfacing new insights that strengthen and clarify the analytical narrative. Developing a strategic narrative based on insights: Translate research findings into clear strategic recommendations, areas of growth and opportunities to help leaders make informed decisions. Frame insights in a way that resonates with diverse stakeholder audiences (eg: C-suite, project teams). Team Engagement: Present insights and facilitate discussions with the IDinsight project team to share updates, generate ideas, and plan upcoming work. Support the team through high-quality presentations and participate in stakeholder meetings as needed. The Consultant would be required to produce the following deliverables: Executive Summary note (By April 15): A concise synthesis highlighting the “so what” of the findings for portfolio strategy. It will outline key takeaways for different stakeholders across the financial inclusion ecosystem, present a structured strategic narrative linking insights to decisions and priority action areas, and surface new or underexplored insights to strengthen the overall analytical story. Executive-ready slides (By April 30): A set of executive-ready slides, accompanied by summary notes, tailored for senior stakeholders and designed to clearly communicate key insights, strategic implications, and recommended action areas. Qualifications The ideal candidate will have: 8-10 years in strategy consulting/management consulting, or a similar role. Strong understanding of India’s financial inclusion ecosystem, with particular insight into digital payments, credit, savings, and government financial inclusion programmes. Familiarity with past public and private sector efforts to improve financial outcomes among low-income households, including what has worked, what has not, and why. Strong track record of converting data into narratives, storyboards, and strategic recommendations for CXOs or senior management.​ Excellent structured problem‑solving and synthesis skills; ability to move from data to clear “insight → implication → recommendation”.​ Proficiency in creating professional presentations and visual stories using PowerPoint/Google Slides; familiarity with BI/visualisation tools is an advantage.​ Demonstrated experience working with survey data or user research in India, preferably multi‑region or pan‑India studies.​ Strong data literacy: able to read survey tables, crosstabs, basic statistics, and work closely with analysts (no need to be a pure data scientist). Proven ability to engage with high-level stakeholders from governments, financial institutions, and multilateral organizations. Outstanding written and verbal communication in English. Knowledge of Indian languages is a plus.​ The consultant may work remotely from anywhere in India but should be available for travel to meetings or workshops as needed. Nuts and Bolts Start Date Preference for candidates available to begin immediately. Location The consultant can work from anywhere in India if they can provide the requisite support. However, they are expected to travel to Delhi on short notice for meetings as and when required. We will not be sponsoring a work visa for this role. Compensation Compensation will be commensurate with the consultant’s qualifications and experience and the budget available for this project. Travel expenses will be reimbursed as per IDinsight’s policies. Rate schedule The consultant shall be expected to work for a maximum of 20 hours per week. Compensation will be commensurate with the qualifications and experience IDinsight is hiring for and the budget set aside for this project. All payments will be subjected to applicable taxes and deductions as per India tax regulations and made to a bank account in India. How to Apply To apply, please send your CV and a brief cover letter detailing your experience and interest in the role to Jasmeet Khanuja ( [email protected] ) & Natasha Goel ( [email protected] ). Please include “Strategy Consultant for FInancial Inclusion Project” in the subject line of the email. IDinsight’s commitment to reducing power asymmetries IDinsight is committed to reducing power asymmetries in the social sector . Our commitment to diversity, equity, and inclusion reflects our understanding of the need for the sector to abandon unhealthy practices of the past. We wish to be part of a new generation of international NGOs who are honest about this history and transparent about our role in the present. Our commitment is also aligned with the impact of our work. We seek a diverse workforce that inherently embodies our commitment to fostering inclusivity. This also helps us refine and improve our methods and relationships and strengthen the services we provide our clients and their communities or constituencies. The following commitments represent our vision for the IDinsight team: IDinsight will have greater representation from the populations with whom we work and the clients we serve . IDinsight will have greater representation from the countries in which we work . Across all countries in which we recruit, we will seek greater representation from historically excluded communities . IDinsight will foster an inclusive work culture that empowers a diverse team to do their best work. IDinsight is committed to non-discrimination in our recruitment, employment practices, and organizational culture, regardless of people’s age, disability, gender identity, national origin, race, religion or belief, sexual orientation, or any other status protected by applicable law. Disclaimer The above statements are intended to describe the general nature and level of work to be performed by the consultant. The statements in this document do not constitute an exhaustive list of the responsibilities. IDisnight reserves the right to amend and change the responsibilities to meet organisational needs as necessary.

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    "description": "<p><span style=\"color: rgb(28, 47, 98); font-family: Inter, sans-serif; font-size: 24pt; font-weight: bold\">Financial Inclusion Strategy Consultant </span><span style=\"color: rgb(28, 47, 98); font-family: Inter, sans-serif; font-size: 14pt\"><br></span><span style=\"color: rgb(28, 47, 98); font-family: Inter, sans-serif; font-size: 12pt\">[SHORT-TERM CONSULTANT- INDIA]<br></span><br></p>\n<p><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt; font-style: italic; font-weight: bold\">Location: </span><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt; font-style: italic\">Anywhere in India, with occasional travel within the country.</span></p>\n<p><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Duration: </span><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt\">3 months, with a potential for extension based on project needs</span><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt\"><br></span><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\"><br></span><span style=\"color: #212e38; font-family: Inter,sans-serif; font-size: 12pt; font-weight: bold\">About IDinsight</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-style: italic\">We amplify social impact by partnering with leaders to develop tailored solutions. Our mission is to use data and evidence to help leaders combat poverty worldwide.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight is a mission-driven global advisory, data analytics, and research organization that helps global development leaders maximize their social impact. We tailor a wide range of data and evidence tools, including randomized evaluations and machine learning, to help decision-makers design effective programs and rigorously test what works to support communities. We work with governments, multilateral agencies, foundations, and innovative non-profit organizations in Asia and Africa. Our work spans a wide range of sectors, including agriculture, education, health, governance, sanitation, financial inclusion, and other areas.</span></p>\n<p><br></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">We have expertise in a variety of rigorous approaches and methodologies, which we tailor to each client depending on their needs and constraints. To achieve a positive social impact we:</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Support clients’ use of data and evidence for routine and major decision-making.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Inform funding decisions – toward high-impact initiatives and away from less effective programs or approaches.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Create and share tools, knowledge, and ideas that expand the use of data and evidence for social good.<br></span><br></li>\n</ul>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Our diverse, growing team of roughly 250 outstanding colleagues operate in nearly two dozen countries around the world.  Learn more about our mission and values at </span><a href=\"http://www.idinsight.org\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">www.IDinsight.org</span></a><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">.  </span></p>\n<p><br></p>\n<p><span style=\"color: #1c2f62; font-family: Inter,sans-serif; font-size: 13.999999999999998pt; font-weight: bold\">About the Project</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDInsight is working with a philanthropic organisation that aims to advance financial inclusion (FI) by enhancing equitable access and usage of financial tools and services for underserved and vulnerable populations. This project, led by IDinsight, identifies and addresses critical data gaps to generate key benchmarks on India’s financial inclusion landscape. The project will generate a strong evidence narrative around the current status of FI in India and provide recommendations on areas of further support &amp; investment. </span></p>\n<p><br></p>\n<p><span style=\"color: #1c2f62; font-family: Inter,sans-serif; font-size: 13.999999999999998pt; font-weight: bold\">About the Role</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight seeks a part-time Strategy Consultant to support the assimilation and dissemination of insights for the project. The consultant will use their expertise to independently translate findings from our pan‑India survey into clear narratives, “so what?” implications, and actionable recommendations for leaders. The role combines strategic thinking, data storytelling, and stakeholder engagement to shape our point of view on India’s financial landscape, including areas of growth and opportunity. The consultant will work in close collaboration with the project team.</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The consultant is expected to support the project team in the following areas:</span></p>\n<ol>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Data Synthesis &amp; Insight Generation:</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> Synthesize large-scale pan-India survey data into structured insights, themes, and key messages.​ Identify demographic and regional differences, emerging trends, and white spaces using data and evidence. Surfacing new insights that strengthen and clarify the analytical narrative. </span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Developing a strategic narrative based on insights:</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> Translate research findings into clear strategic recommendations, areas of growth and opportunities to help leaders make informed decisions. Frame insights in a way that resonates with diverse stakeholder audiences (eg: C-suite, project teams).</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">Team Engagement:</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> Present insights and facilitate discussions with the IDinsight project team to share updates, generate ideas, and plan upcoming work. Support the team through high-quality presentations and participate in stakeholder meetings as needed.<br><br></span></li>\n</ol>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The Consultant would be required to produce the following deliverables:</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Executive Summary note (By April 15): </span>A concise synthesis highlighting the “so what” of the findings for portfolio strategy. It will outline key takeaways for different stakeholders across the financial inclusion ecosystem, present a structured strategic narrative linking insights to decisions and priority action areas, and surface new or underexplored insights to strengthen the overall analytical story.</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><br></span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><span style=\"font-weight: bold\">Executive-ready slides (By April 30):</span> A set of executive-ready slides, accompanied by summary notes, tailored for senior stakeholders and designed to clearly communicate key insights, strategic implications, and recommended action areas.</span><br></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: #1c2f62; font-family: Inter,sans-serif; font-size: 13.999999999999998pt; font-weight: bold\">Qualifications</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The ideal candidate will have:</span></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">8-10 years in strategy consulting/management consulting, or a similar role.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong understanding of India’s financial inclusion ecosystem, with particular insight into digital payments, credit, savings, and government financial inclusion programmes. Familiarity with past public and private sector efforts to improve financial outcomes among low-income households, including what has worked, what has not, and why.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong track record of converting data into narratives, storyboards, and strategic recommendations for CXOs or senior management.​ </span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Excellent structured problem‑solving and synthesis skills; ability to move from data to clear “insight → implication → recommendation”.​</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Proficiency in creating professional presentations and visual stories using PowerPoint/Google Slides; familiarity with BI/visualisation tools is an advantage.​</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Demonstrated experience working with survey data or user research in India, preferably multi‑region or pan‑India studies.​</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Strong data literacy: able to read survey tables, crosstabs, basic statistics, and work closely with analysts (no need to be a pure data scientist).</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Proven ability to engage with high-level stakeholders from governments, financial institutions, and multilateral organizations.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Outstanding written and verbal communication in English. Knowledge of Indian languages is a plus.​</span></li>\n</ul>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The consultant may work remotely from anywhere in India but should be available for travel to meetings or workshops as needed.<br></span><br></li>\n</ul>\n<p><span style=\"color: #1c2f62; font-family: Inter,sans-serif; font-size: 13.999999999999998pt; font-weight: bold\">Nuts and Bolts</span></p>\n<p><br></p>\n<p><span style=\"color: #212e38; font-family: Inter,sans-serif; font-size: 12pt; font-weight: bold\">Start Date</span></p>\n<p><span style=\"color: rgb(33, 46, 56); font-family: Inter, sans-serif; font-size: 10pt\">Preference for candidates available to begin immediately.</span></p>\n<p><br></p>\n<p><span style=\"color: #212e38; font-family: Inter,sans-serif; font-size: 12pt; font-weight: bold\">Location</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The consultant can work from anywhere in India if they can provide the requisite support. However, they are expected to travel to Delhi on short notice for meetings as and when required. We will not be sponsoring a work visa for this role.             </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">  </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"><br></span></p>\n<p><span style=\"color: #212e38; font-family: Inter,sans-serif; font-size: 12pt; font-weight: bold\">Compensation</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Compensation will be commensurate with the consultant’s qualifications and experience and the budget available for this project. Travel expenses will be reimbursed as per IDinsight’s policies.</span></p>\n<p><br></p>\n<p><span style=\"color: #212e38; font-family: Inter,sans-serif; font-size: 12pt; font-weight: bold\">Rate schedule</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">The consultant shall be expected to work for a maximum of 20 hours per week. Compensation will be commensurate with the qualifications and experience IDinsight is hiring for and the budget set aside for this project. All payments will be subjected to applicable taxes and deductions as per India tax regulations and made to a bank account in India.</span></p>\n<p><br></p>\n<p><span style=\"color: #1c2f62; font-family: Inter,sans-serif; font-size: 13.999999999999998pt; font-weight: bold\">How to Apply</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">To apply, please send your CV and a brief cover letter detailing your experience and interest in the role to Jasmeet Khanuja (</span><a href=\"mailto:[email protected]\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">[email protected]</span></a><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">) &amp; Natasha Goel (</span><a href=\"mailto:[email protected]\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">[email protected]</span></a><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">). Please include “Strategy Consultant for FInancial Inclusion Project” in the subject line of the email.</span></p>\n<p><br></p>\n<p><span style=\"color: rgb(28, 47, 98); font-family: Inter, sans-serif; font-size: 14pt; font-weight: bold\">IDinsight’s commitment to reducing power asymmetries</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight is committed to </span><a href=\"https://www.idinsight.org/about/careers/reducing-power-asymmetries-in-the-social-sector-an-idinsight-organizational-priority/\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">reducing power asymmetries in the social sector</span></a><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">. Our commitment to diversity, equity, and inclusion reflects our understanding of the need for the sector to abandon unhealthy practices of the past. We wish to be part of a new generation of international NGOs who are honest about this history and transparent about our role in the present. Our commitment is also aligned with the impact of our work. </span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">We seek a diverse workforce that inherently embodies our commitment to fostering inclusivity. This also helps us refine and improve our methods and relationships and strengthen the services we provide our clients and their communities or constituencies. The following commitments represent our vision for the IDinsight team:</span></p>\n<ol>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight will have greater representation from the </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">populations with whom we work</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> and the </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">clients we serve</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight will have greater representation from the </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">countries in which we work</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Across all countries in which we recruit, we will seek </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">greater representation from historically excluded communities</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight will foster an </span><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-weight: bold\">inclusive work culture that empowers a diverse team</span><span style=\"font-family: Inter, sans-serif; font-size: 10pt\"> to do their best work.</span></li>\n</ol>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">IDinsight is committed to non-discrimination in our recruitment, employment practices, and organizational culture, regardless of people’s age, disability, gender identity, national origin, race, religion or belief, sexual orientation, or any other status protected by applicable law.<br><br></span></p>\n<p><span style=\"color: rgb(0, 0, 0); font-family: Inter, sans-serif; font-size: 12pt; font-weight: bold\">Disclaimer</span></p>\n<p><span style=\"font-family: Inter, sans-serif; font-size: 10pt; font-style: italic\">The above statements are intended to describe the general nature and level of work to be performed by the consultant. The statements in this document do not constitute an exhaustive list of the responsibilities. IDisnight reserves the right to amend and change the responsibilities to meet organisational needs as necessary.</span></p>",
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    "jobOpeningStatus": "Open",
    "minimumExperience": null,
    "jobOpeningShareUrl": "https://idinsight.bamboohr.com/careers/72",
    "employmentStatusLabel": "Full-time"
  }
}
Get this page with API

Rendered from the bluedoor Job Postings API. Reproduce it:

GET https://api.bluedoor.sh/job-postings/v1/jobs/2c1095ca7e089ee54a84141fc8e5321009b43beb?include=descriptionJSON
GET https://api.bluedoor.sh/job-postings/v1/orgs/e7eff66a-de6e-45ef-91a9-fe5a97f78e2cJSON
GET https://api.bluedoor.sh/job-postings/v1/sources/0a97272f-18f6-4c85-a930-1efb5836f3c6JSON
GET https://api.bluedoor.sh/job-postings/v1/jobs/2c1095ca7e089ee54a84141fc8e5321009b43beb/eventsJSON