Financial Review and Consulting

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Overview

Role: 
Advisor
Estimated Time: 
Ten to 20 hours
Collaboration style: 
Set own schedule. Volunteer remotely. Volunteer in-person. Work closely with professional staff.
Project Duration: 
Ongoing engagement
Shalom Bayit

Scope & Deliverables

Shalom Bayit is seeking to add a new member to its finance leadership team. Currently we have a well-functioning Board Budget Committee consisting of two members who are involved in the annual budget development, consult on board-level budget decisions, and serve as advisors to the executive director. We are seeking to expand this team with one more great person who will work with us on an ongoing basis to ensure the financial health of a small but vibrant Jewish nonprofit serving as the central hub for domestic violence prevention in the Jewish community.

Shalom Bayit’s fiscal sponsor, the Tides Center, provides our accounting, banking, finance systems, 990s and annual audit. However, Tides does not oversee the details of our finances, fundraising or budget. We develop and maintain our own agency budget, and must translate financial information from Tides into the kinds of reports that are most beneficial to our donors, funders and board. As the agency is growing, it is clearly time for us to improve our system for financial review.

Key elements of consultant's role would be:

  1. Reviewing monthly financial reports;
  2. Communicating with executive director and budget/finance committee to ensure that finances are on track;
  3. Participating in budget-related discussions with the board of directors.

This is an ongoing volunteer opportunity. We will invest upfront time to bring this consultant "up to speed" on our processes, and hope for a minimum of a one-year commitment to maximize the benefit of this person's expertise, with the possibility of renewal at the end of that period.

Organization Description

Shalom Bayit, located in Oakland, is the Bay Area's hub for catalzying the social change and community response necessary to eradicate domestic violence in the Jewish community. We empower women, teens and families to build safe, healthy relationships and create peace in the place that matters most -- at home.

Project Results

Because we are a small, low-budget agency, our board is too small to have an executive committee, so we don't have a "treasurer" who regularly reviews our finances.  Having someone providing budget expertise would translate into tangible benefits for Shalom Bayit: we would have better accountability, maintain a stronger system of tracking and reporting, and ultimately give the board reassurance that we have clear financial review practices in place – all of which are critical for the health and sustainability of the organization.

Required Skills/Experience

Knowledge of budgets, finance reports & financial statements
Ability to advise executive director and board on financial matters, including translating financial information into lay terms.

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