Finance & Risk Check-Up: Strategy & Risk Alignment in 30 Days
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30 days
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I am visionary leader with demonstrated experience driving organizational transformation, operational excellence, and sustainable impact. Known for my ability to scale operations and foster innovation, I have guided organizations through significant growth, strengthening their capacity to achieve mission-aligned goals while navigating complex challenges.
I have crafted exceptional employee experiences by prioritizing work-life balance, providing comprehensive resources, and offering premium benefits while maintaining cost-efficiency. I have developed and implemented work environments that balance organizational needs with employee desires, fostering flexibility, trust, and equity. By prioritizing collaboration and accountability, I have enhanced productivity, strengthened team cohesion, and elevated employee satisfaction, creating workplaces where individuals and organizations thrive together.
Leveraging my extensive experience, I am dedicated to helping organizations achieve strategic growth, operational efficiency, and lasting impact.
My dedication to the nonprofit sector stems from a deep passion for creating meaningful impact and the values instilled by my parents. Guided by their integrity, compassion, and commitment to service, I approach my work with purpose and intention. Their influence drives my commitment to helping organizations grow, thrive, and achieve their mission through sustainable and impactful solutions.
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- You pay only the listed price without any hidden costs.
- We keep your money until you are happy with the delivered work.
- The job will be done or your money will be returned.
In today’s volatile landscape, financial clarity and resilience are essential. This fixed-cost, 30-day engagement helps nonprofits sharpen fiscal strategy, strengthen internal controls, and better navigate compliance requirements so you can move fo
A 30-minute kickoff consultation to understand your organization’s structure, priorities, and goals. Pre-session review of key documents (budget, financial reports, policies, and any recent audits or funder feedback). Two 90–120 minute strategy sessions focused on financial health, risk exposure, and internal systems. A customized action plan outlining observations, recommended strategies, and practical next steps. A 30-minute follow-up check-in within 30 days to review progress and adjust the plan if needed.
Sessions are usually conducted via video conferencing platforms like Teams or Zoom. However, alternative arrangements can be made if communicated in advance. Traveling outside the Washington, DC metropolitan area may incur additional travel expenses that need to be negotiated beforehand.
Consultation & Pre-Session Review: Conduct a focused evaluation of your organization’s financial structure by reviewing budgets, financial reports, policies, and other key documents. Identify potential risks, gaps in internal controls, and areas for improved financial strategy and sustainability. Session 1 (Financial Landscape & Leadership Alignment): Engage with leadership and financial stakeholders to assess fiscal health, risk exposure, and organizational priorities. This session ensures recommendations are aligned with your mission, capacity, and funding realities. Session 2 (Strategy & Action Plan Delivery): Present a customized Financial Strategy & Risk Action Plan that outlines clear recommendations for improving financial management practices, strengthening internal controls, and supporting long-term sustainability.
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