Finance Operations, Data Governance & Strategy Consultant

Organizational Need & Invitation for ProposalsOrganizational ContextMuslim Aid USA (MAUSA) is a growing international humanitarian organization expanding its global programs portfolio across multiple countries and thematic areas. As MAUSA continues to scale its impact, there is a critical need to strengthen its financial infrastructure, financial stewardship, internal controls, and data governance practices.A critical component of this effort is improving the accuracy, reliability, and usability of financial and revenue data-particularly as it relates to Salesforce (CRM), QuickBooks, and leadership reporting.MAUSA seeks an experienced consultant (or consulting firm) to partner to support this transformation by stabilizing financial operations, strengthening internal controls, and establishing sustainable data governance practices across Finance, Operations, and Development systems.Purpose of the EngagementThe purpose of this consultancy is to support Muslim Aid USA (MAUSA) in transitioning from largely person-dependent financial and revenue data processes toward cohesive, documented, and institutionally embedded systems that enable:Timely, accurate, and transparent financial reporting for leadership and the BoardStronger cross-departmental collaboration between Finance, Operations, Development, and MarketingConsistent financial governance, internal controls, and complianceReliable revenue data integrity across financial systems and CRM platformsLong-term sustainability, scalability, and organizational resilienceThe consultant will work closely with senior leadership-including Finance, Operations, Marketing, and CRM administration-to assess current practices, identify gaps and risks, and propose practical, implementable solutions that align with MAUSA's mission, values, and growth trajectory.Priority Focus AreasWhile MAUSA is intentionally leaving space for consultants to propose their own methodology and approach, proposals should demonstrate experience and thoughtful consideration of the following organizational needs:1. Financial Strategy, Reporting & Organizational VisibilityAssessment of MAUSA's current financial reporting structures and practicesStrengthening organization-wide financial visibility for leadership and the BoardEnhancing budget vs. actual reporting, variance analysis, and trend insightsImproving cash position monitoring and short- and medium-term forecastingEnsuring financial information supports timely decision-making and risk awareness2. Budgeting, Forecasting & Scenario PlanningSupport for organizational and departmental budgeting processesDevelopment or refinement of rolling forecasts and scenario planning modelsRevenue and expense projections that distinguish restricted and unrestricted fundsTools and practices that promote departmental budget ownership and accountabilityBoard-ready financial planning outputs and narratives3. Internal Controls, Compliance & Financial GovernanceReview of existing internal controls and identification of gaps or risksStrengthening procurement, approval workflows, and financial authorization structuresSupport for conflict-of-interest compliance and corrective planning, as neededDevelopment of clear, usable financial policies and governance documentationPractices that reinforce consistency, accountability, and audit readiness4. Systems Optimization, Documentation & Institutional MemoryAssessment and optimization of financial systems (e.g., accounting platforms)Alignment between financial systems and CRM revenue trackingStrengthening month-end close and reconciliation processesDevelopment of finance-related SOPs and process documentationReducing reliance on institutional knowledge held by individuals5. Revenue Data Governance & CRM IntegrationEstablishing clear revenue data governance frameworks and decision rightsDefining data standards, ownership, and quality assurance practicesImproving revenue data entry, validation, reconciliation, and error correction workflowsSupporting dashboard-ready data structures for leadership and Board reportingDocumentation that enables long-term data integrity and cross-functional alignment6. Training, Capacity Building & Change AdoptionAssessment of Finance team skills and operational capacityTraining for staff and leaders on financial literacy, reporting, and data standardsChange management approaches that support adoption of new systems and practicesKnowledge transfer and handover to ensure sustainability beyond the engagementExpected OutcomesBy the conclusion of the engagement, MAUSA seeks to be positioned with:Improved clarity, consistency, and reliability in financial reporting and forecastingStronger internal controls and financial governance structuresDocumented systems, SOPs, and data governance frameworks that support continuityGreater alignment between Finance, CRM, and revenue reporting systemsIncreased organizational confidence, readiness, and scalabilityConsultant ProfileMAUSA is seeking consultants with deep experience in nonprofit financial operations, systems building, and data governance, particularly those who have supported organizations through periods of growth, stabilization, or operational transition. Ideal proposals will demonstrate:Senior-level experience in nonprofit finance, operations, or organizational strategyExperience with budgeting, forecasting, internal controls, and complianceFamiliarity with CRM-based revenue systems (Salesforce preferred)A track record of designing practical, implementable systems and frameworksStrong facilitation, cross-functional collaboration, and change management skillsAbility to translate complex financial and data concepts into usable tools and processesProposal Submission & TimelineInterested consultants are invited to submit a proposal outlining their recommended approach, methodology, timeline, and level of effort, as well as relevant experience and examples of similar engagements. MAUSA welcomes proposals that reflect thoughtful, tailored solutions aligned with the organization's mission and current stage of growth.Submission Deadline: January 15, 2026