CONSULTING AND CONTRACT SERVICES
As a Chartered Accountant and seasoned executive, my passion is to help non-profit clients move towards strategic excellence. Drawing on a multi-faceted experience from planning, to fundraising and grant-writing, to international program development, to finance and audit, I assist organizations in optimizing opportunities and strengths, and obtaining and managing resources to meet their strategic goals.
Strategic Planning and Program Development
Strategic planning and the development of new opportunities are essential needs which are often difficult to balance with the demands of every-day management of the operations. With an outside perspective, sharpened by international, corporate, and non-profit experience with a diverse client base, I can help guide your organization’s development towards its vision.
Local and International experience includes:
v Strategic, business, and action planning
v Organizational and project assessments
v Facilitation of strength-based planning and change management processes using Appreciative Inquiry
v Program / Project design, development, planning and support
v Capacity building initiatives
v Private / not-for-profit / public partnerships
v Results-based management, performance measurement, and reporting
Resource and Fund Development
For a non-profit organization, a growing and varied pipeline of resources is foundational to the sustainability of the mission. A rich background in resource development enables me to help organizations reach beyond traditional fundraising sources, to creative and diversified resourcing solutions for meeting program needs.
A sampling of resource development support:
v Fundraising assessments, strategy, and fund development plans
v Major donor fundraising cycle and relationship management programs
v Donor prospect identification and research
v Government, foundation, and corporate grants
v Gift-in-kind programs
v Funding proposals and case for support development and writing
v Donation management systems implementation and process improvement
v Private / Not-for-Profit CSR partnerships
v Staff, board, and volunteer training and coaching
Financial Management and Compliance
Responsible and accountable management of an organization’s resources is a key aspect to achieving its goals and meeting stakeholder expectations. As a C.A., I assist organizations in aligning financial and resource management functions to support the success of the mission.
Examples of support provided:
v Process and control reviews and process improvement initiatives
v Charity start-up and CRA applications and reporting
v Financial and compliance reviews and the provision of support when undergoing an audit
v Budgeting, financial management, and analysis
v Financial systems needs assessment, implementation, and process optimization
v Start-up or winding down of operations
MY CLIENT COMMITMENT
I combine a passion for excellence with a strategic, hands-on leadership style, as well as strong analytical and problem solving skills, to help my clients assess critical issues and design creative, strategic, and financially sustainable solutions. I apply my experience and networking abilities to new challenges with tenacity and commitment to see clients through to results. Your success is my success.
CV and References are available upon request.