Overview
I’m a founder managing multiple organizations and I’m looking for a detail-oriented Financial Advisor / Fractional CFO-style finance partner to help me build financial structure, clarity, and consistency across:
1. Tested to Testify (nonprofit)
2. Numa Peace Living (housing initiative serving battered women)
3. Ruach Global / Osay Eniye Impacts (speaking engagements, consulting, and brand-driven income)
This role is for someone who can help organize my finances across entities, establish strong budgeting and reporting, and build a simple money system that supports growth. You will work closely with my Director of Operations, Jalen, to ensure everything is implemented cleanly.
What I Need Help With (Responsibilities)
- Financial structure + organization
Set up/clean up financial workflows across multiple entities (separate, compliant, organized)
Recommend a clear chart of accounts and category structure per entity
Create simple policies for spending, reimbursements, and approvals
- Budgeting + forecasting
Create monthly budgets per entity and a consolidated view across the full ecosystem
Build a 13-week cash flow forecast (and keep it updated)
Identify financial risks, cash gaps, and solutions before they become problems
- Reporting + visibility
Monthly reporting package: budget vs actuals, key insights, and action steps
Founder-friendly dashboard with clear KPIs and trends
Nonprofit-ready reporting for board/donor visibility (as needed)
- Coordination with bookkeeping/taxes
Collaborate with (or help source) a bookkeeper/CPA to ensure clean books
Support month-end close workflows and reconciliations
Help ensure we are tracking things correctly for tax time (no legal advice required)
- Revenue support (consulting/speaking)
Help organize revenue streams and build a plan for predictable income
Support pricing, margin awareness, and owner pay strategy (in coordination with CPA)
Deliverables (First 30–60 Days)
- Multi-entity financial “map” and organization plan
- Budgets for each entity + consolidated monthly dashboard
- 13-week cash flow forecast
- Monthly reporting template (repeatable and simple)
- Finance workflow: weekly check-in + month-end close checklist
- Clear next steps for scaling financial operations
Experience I’m Looking For
- Proven finance experience (financial advisor, fractional CFO, finance manager, senior bookkeeper, etc.)
- Strong budgeting, forecasting, and cash flow skills
- Experience supporting multiple entities strongly preferred (nonprofit + for-profit is a plus)
- Comfortable creating structure from scratch and simplifying complex finances
- Clear communicator who can explain numbers in plain language
- High integrity and confidentiality
Tools (Preferred)
QuickBooks Online or Xero experience preferred. Google Sheets required.
Why This Role Is Worth It
I’m starting this position at a lower hourly rate because I’m building the foundation, but there is real opportunity for a rate increase as we expand scope, stabilize systems, and hit milestones.
Apply Now
Apply Now