{New} Finance Consultancy (Portuguese-Speaking)

Scope of Support

• Review current finance processes and tools (primarily spreadsheet-based), identifying opportunities to improve structure, accuracy and efficiency


• Work with the team to understand reporting needs and develop practical reporting tools, including dashboards and KPIs


• Provide recommendations to strengthen financial management processes and internal controls


• Support the organisation in improving its approach to budgeting and financial planning, including consideration of core cost recovery


• Deliver clear, actionable recommendations that can be implemented by a small team

The initial phase of the consultancy will be delivered remotely and will focus on a diagnostic review, followed by practical recommendations and the development of improved reporting tools. There may be scope for follow-on support depending on the organisation’s needs.and available ...