Aligned Banking & Investments with Mission for a large, well established civil rights nonprofit by integrating community development banks and socially responsible money market securities, fixed income securities, and equities into their banking and investment operations.
 

Banking & Investment Strategy developed for a large nonprofit covering all potential current and future needs including cash management, non-cash donations, crypto, planned giving, short & long term investments, stock donations, and credit.
 

Financial & Operational Systems are being established for an economic development & advocacy nonprofit that is separating from its fiscal sponsor. Working with the leadership team, we are implementing the accounting software, financial reporting structure, budget process, disbursement mechanism, and negotiating credit arrangements. Ongoing, we serve as fractional CFO.
 

Financial Review was performed of an urban parochial high school. Working for the Finance Committee of the Board, recommended improvements to internal controls, financial procedures, financial reporting, investment management, and the pension plan.

Operational Audit was conducted for a religious congregation. Recommended steps to strengthen their financial procedures, internal controls, financial reports, and investment management. (Pro bono project)

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Investment Program was developed for a relatively new, large nonprofit that improves public schools. Working with the Chief Financial Officer, created a strategy to invest their annual cash flows to earn dependable returns from secure, highly liquid investments that optimize cash flow. Prepared Investment Strategy document, Investment Policy Statement, return forecasts, and Board memo.

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Selected Earlier Projects

 

Account Reconciliation & Expense Reimbursement processes were automated at two nonprofits to reduce manual effort, mitigate risk of financial loss, accelerate monthly closing of accounting records, and improve accuracy of accounting records.

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Budget Process Implemented for a midsized professional services firm that strengthened goal setting, financial planning, and financial performance.

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Cash Forecast process was built for a large civil rights nonprofit to optimize financial resource allocation and increase investment returns.

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Cost Accounting process was created for a professional services firm that strengthened the budget process and matched expenses with revenue by service line.

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Finance Function Created for a day care & social services nonprofit that was spun off from its parent. Implemented a budget process, payroll system, retirement plan, and online accounting system.

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Investment Manager searches (2) were conducted for the endowment and planned giving programs of a civil rights organization that improved investment returns, reporting, and donor services.   

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Line of Credit and Renewal was negotiated for a large civil rights nonprofit to ensure liquidity if contributions dropped off.

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Tax Exempt Status was obtained for a new nonprofit. Registered the organization as a charity in two states, filed Form 990 with the IRS, and created a profile on GuideStar. The organization improves the lives of refugees living in developing countries.

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