Embedded Files
UNDER CONSTRUCTION
UNDER CONSTRUCTION
Pre Program Arrival
Pre Program Arrival
What to be aware of from a financial perspective before traveling to program!
What to be aware of from a financial perspective before traveling to program!
Follow the operational orientation and get ready for the journey.
Have an introduction with a business analyst. The BA group is a part of our Finance team who will support you from a financial perspective throughout the program.
Check to see if there are cards/cash/supplies we can ship to you to bring into country.
Review historical spend in the area if applicable.
Program Arrival
Program Arrival
What to expect on arrival to program as financial coordinator
What to expect on arrival to program as financial coordinator
Review Expense tracking for program (Tallie & Cash Sheet) w/business analyst
Review BOQ/Forecast with w/business analyst
Introduction to Fiscal Partner & How Finances will flow for the program w/business analyst
Identifying payment methods for purchases & making sure the process is defined
Understanding the program as a whole, volunteer early on etc.
Weekly Finance Calls
Weekly Finance Calls
What to expect & prepare to review on weekly finance calls
What to expect & prepare to review on weekly finance calls
Review Cash Sheet & Tallie
Review program forecast & new assumptions
Check on vehicle rentals & any ongoing or unexpected payments
Review & explain the current funding opportunities for programs
How else to Support?
How else to Support?
Additional ways to support
Additional ways to support
Cost Savings - The Ham case study (saved $90k)
Thinking outside the box...going to local partners/schools etc.
Volunteer
Additional Resources
Additional Resources
Quick links to useful resources
Quick links to useful resources
Tallie - Instructions & training videos on Tallie
Cash Sheet - Instructions & templates for cash sheets
New Vendor Form - Commonly needed financial form for new vendors to complete
Finance Main Page -Please look here for additional resources (expense account definitions, org finances)
IT Knowledge Base - useful for information/videos on how to use Salesforce (on-program donation training)
FC HAndover
FC HAndover
Important information to handover
Important information to handover
Where the receipts are stored
Who has cards etc?
The larger picture
The larger picture
Idea here would be to provide a spot that ties in the efforts on program to how to relate to our financial efficiency etc (charity navigator etc, org budgets, fortnightlies.)
Idea here would be to provide a spot that ties in the efforts on program to how to relate to our financial efficiency etc (charity navigator etc, org budgets, fortnightlies.)
How does the program forecast relate to the organizational budget?
Importance of expense tracking
Why financial ... matters
501(C)(3) Tax ID: 20-3414952
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