Volunteer: Financial Operating Model, Program Sustainability & Proposal Financial Modeling

Overview

This role is a volunteer engagement supporting the organization’s financial management transformation. The organization is seeking an experienced Pro Bono Financial Management Consultant to assess existing financial practices and establish a practical financial architecture and foundational internal controls.

Engagement details:

• Remote
• Approximately 8–12 weeks
• 2–5 hours per week
• Final scope and schedule will be mutually agreed upon

Responsibilities

• Review available financial records, systems, practices, and organizational needs.
• Submit a concise preliminary assessment and proposed work plan within seven calendar days of kickoff.
• Identify principal gaps, risks, recommendations, priorities, and information requirements.
• Develop a practical, reusable Chart of Accounts and supporting coding framework, including:
  • General ledger classifications
  • Cost centers
  • Program/project identifiers
  • Grant/fund codes
  • Expense categories
• Recommend a straightforward approach for identifying and allocating shared organizational and program costs.
• Prepare recommended financial controls covering:
  • Expenditure authorization
  • Transaction classification
  • Documentation
  • Financial reconciliation
  • Segregation of duties
  • Restricted funds
  • Management oversight
• Provide final, editable deliverables, brief implementation guidance, a prioritized list of next steps, and a knowledge-transfer session with designated personnel.

Expected Outcome

A practical financial management foundation the organization can adopt and build upon through subsequent implementation phases.

This engagement does not require:

• A historical audit
• Accounting software deployment
• A complete financial model
• Development of executive dashboards

Qualifications

• Experience with nonprofit accounting and financial management
• Familiarity with controllership and financial systems
• Experience supporting organizational financial transformation

Desired Skills and Experience

• Accounting
• Budgeting
• Cash flow forecasting
• Cost analysis
• Financial analysis

Compensation & Benefits

Volunteer (pro bono) engagement; no compensation details provided.

Location

Remote engagement.

Documents/Materials Provided by the Organization

The organization will provide its existing Financial Readiness Packet, preliminary registers, organizational/program information, and available historical records. Complete historical reconstruction is not required.