Remote Finance Systems & Sustainability Review

Our partner is a national civil society network in Central America that supports and strengthens non-profit, community-based and civil society organisations. Its work focuses on institutional strengthening, governance, legal reform, member engagement, and building a more resilient and coordinated civil society sector.

The organisation is seeking remote finance support to strengthen its financial management systems and improve the way financial information supports decision-making, donor reporting and future planning. It currently uses QuickBooks and would value an experienced finance professional to review the current setup, identify areas for improvement, and provide practical recommendations that support stronger reporting, compliance and audit readiness. Alongside this, the organisation would like support to think through financial sustainability.

Key areas of support

• Review the current QuickBooks setup, including the chart of accounts, class or project tracking, donor reporting setup and financial workflows.
• Identify gaps, risks or inefficiencies in the current financial management and reporting processes.
• Provide practical recommendations to strengthen accounting practices, compliance, audit readiness and management reporting.
• Review the organisation’s current funding model and sources of income.
• Support the organisation to understand financial risks and consider possible income diversification opportunities.
• Help test sustainability ideas led by the organisation, adding financial assumptions, costs, risks and practical next steps.
• Support improved use of financial information for planning, Board discussion and decision-making.

Volunteer Profile

This assignment would suit a finance professional with:

• Experience in non-profit accounting systems, QuickBooks, donor reporting, financial controls and management reporting.
• Experience supporting small civil society organisations, membership networks, non-profit governance, or financial sustainability discussions would be particularly helpful.

The ideal volunteer will be practical and collaborative, able to provide clear recommendations while recognising that fundraising strategy and resource mobilisation ideas need to be shaped by the organisation’s own context, relationships and priorities.

Time Commitment
The assignment can be delivered entirely remotely. The anticipated commitment is approximately 30 hours in total, ideally over a period of 2–3 months. A commitment of around 2–3 hours per week would be helpful, allowing time for the QuickBooks review, discussions with leadership and Board members, and financial sustainability support in a way that is manageable for both the organisation and the volunteer.