Financial Planning & Management - CFO support

Operations - COO support

Development and Fundraising

Strategic Planning 

  • Annual Budgeting

  • Financial Reporting, Profit & Loss, Balance Sheet, Cash Flow

  • Audit Planning and Management

  • 990 Planning and Management, State Compliance

  • Policies and Procedures 

  • Investment Policy Development

  • Finance Committee Coordination

  • IT & Cybersecurity

  • Fixed Asset Management

  • HR, Benefits, Policies 

  • Hiring and Recruitment Management

  • Performance Management

  • Culture Review and Support 

  • Risk Register Management

  • Insurance Planning

  • Strategy Development

  • Research and Pipeline Development

  • Proposal Development and Grant Writing

  • Database Management

  • Process Facilitation

  • Impact Reporting and Analysis

  • Board Development