Financial Planning

Help A Fresh Chapter improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
A Fresh Chapter
Calabasas, CA, USA
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A Fresh Chapter
Calabasas, CA, USA

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Finance

Posted January 23rd

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Project details

What we need
  • An Excel spreadsheet custom-built specifically for the Organization's finances
  • Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
Additional details

Experience with helping an organization transition from a start-up to having a solid plan and process for scaling - this includes guidance of start up costs including capital costs such as hardware, software, and other systems costs.

What we have in place
  • We currently have profit and loss statements for the last 3 years, which should make it easy for you to get started. We also have a team of advisors and volunteers who are excited to move this vision forward with you, and the ability to provide any other information you need.
How this will help
This project will save us $14,474 , allowing us to Invest that capital into helping people financially and emotionally devastated by cancer heal and give back to communities at home and around the world.

A Fresh Chapter is on the precipice of major growth and we are seeking a financial expert to help us build out the financials for our 5-year business plan. The ideal person for this role will have a strong track record in both financial reporting and forecasting as well as as the ability to help us translate our non-profit and social enterprise growth strategy into a tangible financial plan. This project is a critical component to helping us transform the lives of thousands of people impacted by cancer.

Project plan

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About the org

A Fresh Chapter
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Our mission

Our mission is to help people make sense of the complex emotions of cancer and give them the tools, support, and community to thrive -- even in the midst of challenging circumstances.

What we do

A Fresh Chapter (AFC) is a survivor-led organization that is changing the landscape of cancer support around the globe. We bridge the gap in cancer by care by focusing on the whole person -- not just their disease. Through our peer-facilitated virtual and in-person programs, we use a skills-based approach to address the emotional aftermath of cancer while empowering patients, survivors, and caregivers to move forward with resilience and purpose. Our programs cover a range of themes including navigating uncertainty, living in contradiction, and finding perspective, and are available free of charge to individuals impacted by all types and stages of cancer around the world.

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