LATAM Financial Services Centre
Service catalogue
Fifteen services, seven macroprocesses, one accountable area for each service.
This is the catalogue of the Finance Service Operating Model FY27. Use it to know what the Area Office does, who is accountable, and which category to choose when you open a request.
Macroprocess
How the work is organised inside the operating model. It is not what you choose on the form.
Accountable
The role that owns the service. One single owner per service, by design.
Portal category
What you do choose on the request form. It is what routes the ticket to the accountable area.
Financial sustainability and monitoring of the National Organisations
| Service | Accountable | Portal category |
|---|---|---|
| Financial health monitoring and early warning for the National Organisations | FP&A Manager | Budget and Financial Analysis |
Financial planning and analysis
| Service | Accountable | Portal category |
|---|---|---|
| Regional budget and financial planning | FP&A Manager | Budget and Financial Analysis |
| Financial management indicators and strategic analysis | FP&A Manager | Budget and Financial Analysis |
| Automation and design of financial reporting | FP&A Manager | Budget and Financial Analysis |
Financial and operational execution
| Service | Accountable | Portal category |
|---|---|---|
| Transactional financial operations, and level 1 support for systems and accounting | Shared Services Unit | Shared Services accounting and reporting |
Information, consolidation and reporting
| Service | Accountable | Portal category |
|---|---|---|
| Consolidation, data quality and regional financial reporting | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
Assurance, compliance and control
| Service | Accountable | Portal category |
|---|---|---|
| Accounting support, standards and use of the accounting system | Grants, Projects and Accounting Standards Manager | Accounting, Funds and Projects |
| Internal audit follow up, financial component | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
Projects and grant governance
| Service | Accountable | Portal category |
|---|---|---|
| Financial monitoring of projects | Grants, Projects and Accounting Standards Manager | Accounting, Funds and Projects |
| Grant management and governance: costing, indirect cost recovery and monitoring of selected funds | Grants, Projects and Accounting Standards Manager | Accounting, Funds and Projects |
Systems, transformation and continuous improvement
| Service | Accountable | Portal category |
|---|---|---|
| Design, implementation and level 2 support of the financial systems | Financial Systems Manager | cFlow topics · SUN user creation · SunSystems Q&A |
| Finance Service Operating Model | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
| Standardisation of financial processes | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
| Capacity building and financial community of practice | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
| Finance service delivery and performance management | Finance Effectiveness and Transformation Manager | Quarterly close, effectiveness and Service Operating Model |
What is out of scope
Saying what a service does not cover avoids requests that cannot be answered.
Ownership of the projects
The advisory on grants and projects does not take over their ownership nor their project management. Both stay with the National Organisation.
Donor compliance
Compliance with the requirements of each donor is not part of this catalogue.
Systems outside the Area Office
Support covers the regional financial systems under the governance of the Area Office. Implementations led by headquarters or by a National Organisation are supported, not owned.
Ready to request one of these services?
Choose the category of the third column on the form and the request reaches the accountable area.