To prepare for their future growth, in January 2020 they legally and operationally separated out their non-profit activities into a new entity. With the support of prior AfID volunteers they created a new chart of accounts and improved financial processes, keeping them parallel across the organisations including two separate QuickBooks Online accounts.

These processes were designed for a new startup non-profit which needed high levels of centralised control in order to ensure several years of clean audits which would unlock access to larger grants and fundraising. These policies have served them well for the past few years, but with their growth and expansion they have now become a constraint.

Specifically, they are seeking a volunteer to provide support in the following two area:

Review and re-validate their standard operating procedures and finance manual

Make any recommendations for improved, updated finance and operations protocols that maintain controls while delegating authority. Work with the team to create an updated finance manual with supportive scripts and aids. Evaluate budgetary planning and work with senior leadership to create budgets and migrate them into QuickBooks for regular budget-to-actuals variance analysis.

Review and refine systems to facilitate monthly management reports and dashboards

Examine data collection and how it leads up to management and board reports and decision-making, before making recommendations for improvements, developing the templates for monthly, quarterly and annual management reports, and introducing automated management dashboards.