Financial Compliance and Strategy Consultant

Financial Compliance and Strategy ConsultantFinancial Compliance and Strategy ConsultantDirect message the job poster from Excellence in Changemaking InstitutePresident, Excellence in Changemaking Institute | Senior Director of Pluralism in Democracy at Urban Rural Action | Transgender Law Center Board…Excellence in Changemaking Institute (ECI)The Excellence in Changemaking Institute - www.excellenceinchange.org - is a bold, values-driven institute building the leadership our times demand. We equip social impact professionals with the strategy, skills, and support needed to lead transformative change—grounded in clarity, care, and real-world impact.We partner with mission-driven organizations to close the gaps between vision, strategy, and long-term impact through transformative leadership development experiences. We’re thrilled to launch our flagship credentialing program in 2026 for early- to mid-career professionals—a rigorous certification designed to become the gold standard for social impact leaders driving systems change and collective impact.To bring this vision to life, we are transitioning from a leadership development strategy firm to a licensed Private Career School through the state of Minnesota’s Office of Higher Education, building out the operational and financial infrastructure required to deliver a high-impact, compliance-ready program.The RoleWe are seeking a part-time, project-based financial consultant to support the financial documentation, compliance, and strategic budgeting required to secure licensure with the Minnesota Office of Higher Education (OHE), and to set us up for sustainable growth in our first year of this new operating model.This role is ideal for a CPA, EA, or seasoned nonprofit/education finance professional who is excited by infrastructure building, aligns with our justice-centered values, and is comfortable working closely with a founder in an early-stage environment.Contract TermsInitial fixed-fee phase: $2,500Covers licensing readiness, financial systems and strategic foundations, and a pilot-level view for public program eligibility.Starts immediately; project to be completed by October 31, 2025.Potential extension: $50–$85/hr, up to 10 hours a monthLicensing and Compliance Readiness (MN OHE)Prepare or review required financials: Income Statement, Balance Sheet, Cash Flow Statement.Draft or refine compliance-aligned policies: tuition collection, refunds, and internal financial controls.Review financial language in the program catalog and licensing application.Assist in computing bond requirements based on projected tuition revenues (10% of net revenue, minimum $10,000).Foundational Financial Systems and StrategyDesign infrastructure for tuition tracking and audit-ready recordkeeping.Align pricing and cash flow structure with state requirements and financial sustainability.Identify risks or gaps in our financial model for tuition-based sustainability.Identify recordkeeping and financial governance systems that align with regulatory expectations for tuition, refund tracking, and audit-ready documentation.WIOA/ETPL Readiness (Pilot-Level Prep)Outline financial and performance documentation needed for ETPL application and public eligibility.Advise on data systems for outcomes reporting (e.g., completion, placement).Frame internal control systems to satisfy Uniform Guidance (2 CFR Part 200) standards—required for federally funded programs.Potential Ongoing Support ($50-85/hour, up to 10 hours/month)Full support for ETPL application process (e.g., financial and outcomes assurances)Coaching on student-level and financial reporting (ETA‑9170, 9171, 9179 standards)Audit readiness: document retention, cost allocation, and system control proceduresFinancial modeling or strategy planning for long-term access, scaling, or dual-entity (LLC + nonprofit) structureWho We’re Looking ForRequired qualifications: CPA, EA, or equivalent financial consultant with education or workforce finance experienceMust-have knowledge: Minnesota Private Career School licensure, WIOA/ETPL listing expectations, and Uniform Guidance/2 CFR Part 200 complianceSkills:Translating complex compliance into actionable financial policies, systems, and documentation.Balancing compliance with strategy.Advising founders.Mission alignment around justice and impact.Leveraging AI to enhance deliverables built upon the consultant’s expertise rather than filling critical skill or information gaps.Values: Equity-driven, imaginative, detail-focused, systems thinker who appreciates high-trust partnerships and building financial infrastructure that sustains and scales impactInterested?Go to https://ideali.st/mAN6WA to apply!We’re building systems designed for both regulatory integrity and enduring social impact.Seniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeContractJob functionJob functionBusiness Development and SalesIndustriesProfessional Training and CoachingReferrals increase your chances of interviewing at Excellence in Changemaking Institute by 2xSign in to set job alerts for “Strategy Consultant” roles.United States $127,800.00-$188,000.00 3 days agoUnited States $170,000.00-$180,000.00 2 days agoBusiness Analyst, Marketing Strategy & GrowthUnited States $130,000.00-$150,000.00 1 day agoUnited States $150,000.00-$200,000.00 4 hours agoSan Francisco, CA $118,000.00-$130,000.00 4 days agoUnited States $7,000.00-$11,000.00 1 week agoUnited States $130,000.00-$150,000.00 1 week agoIrvine, CA $133,900.00-$156,000.00 5 hours agoCalifornia, United States $119,000.00-$180,000.00 1 month agoNew York, United States $119,000.00-$180,000.00 1 month agoBoston, MA CA$52,000.00-CA$78,500.00 2 months agoUnited States $148,200.00-$218,000.00 1 week agoUnited States CA$106,000.00-CA$181,000.00 1 week agoPartnership Executive/Business ConsultantUnited States $70,000.00-$250,000.00 5 days agoPennsylvania, United States $119,000.00-$180,000.00 1 month agoWashington, United States $115,000.00-$145,000.00 4 days agoBurlington, MA $106,400.00-$222,600.00 2 days agoWe’re unlocking community knowledge in a new way. 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