Executive Finance for Nonprofits
EXECUTIVE FINANCE
Nonprofits preparing for strategic planning or moving through a finance leadership transition need reliable analysis and senior-level financial capacity. AMPRESA provides two defined engagements: a four-week Financial Assessment and time-limited Interim CFO support.
Financial Assessment
For 501(c)(3) nonprofits in leadership transition or preparing to begin a strategic planning process.
AMPRESA analyzes long-term revenue and expense trends, benchmarks results against a comparable peer cohort, reviews reserves, investments and liquidity, and develops recommendations based on the findings.
What I Do
Analyze long-term revenue trends and revenue sources.
Analyze long-term expense trends, including their effect on overhead rates.
Benchmark results against a comparable peer cohort.
Review reserves, investments and liquidity.
Develop recommendations based on the findings.
What You Receive
A full report with supporting detail.
An executive summary.
A presentation deck.
TIMELINE & FORMAT
Four weeks. Fixed fee.
Interim CFO
For nonprofits experiencing a finance leadership transition.
This engagement is built to end. I keep critical finance functions running through the transition, help define and fill the permanent role, strengthen finance operations where appropriate, and support a clean, documented handoff to your new finance leader.
What I Do
Meet with you to establish finance priorities.
Triage critical duties by determining what existing staff can absorb, what can be deferred until the permanent leader arrives and what requires my direct support.
Support the search by refining the position description, vetting credentials and participating in interviews.
Assess the finance function and recommend appropriate enhancements.
Complete an efficient handoff to the new finance leader.
What You Receive
A coverage plan naming every critical finance task and who owns it through the transition, with senior-level execution to keep the work on track.
A written assessment of the finance function with prioritized recommendations.
A position description and hiring criteria for the permanent role.
Documented processes and a handoff package that allows the new leader to get up to speed quickly.
TIMELINE & FORMAT
Under six months. Monthly retainer.