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I help Not for Profits maxmise opportunity

I'm a seasoned CFO with over 20 years experience leading Finance, Technology and Customer initiatives.
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HOW WE HELP

Not for Profit Services

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Fractional CFO

Managing Finance/IT team
   Commercial Functions
   Strategy, Risk & Governance Lead
   Banks & Loans Assistance
   Assist Audit & Compliance
Operational acccounting oversight
Process improvement

Governance

Board Papers
   Policy & Procedures
 Delegation Matrix
Risk Management
Risk Matrix
   Business Case & Progress
   Accountability Reports

Technology

Partner delivered services
Cyber security
System selection (ERP, CRM, Payroll, Roster, Finance) & Implementation IT Strategy
Microsoft 365 Optimisation
Program management

DELIVERED THROUGH WAVE INVENT NFPs CAN ELEVATE PERFORMANCE

Operational efficiency & engagement hubs

Hub
Finance

Business Modelling & Cash Flow optimisation

Like not for profits, SMBs face decisions every day on where to invest, how to make savings and how to better manage liquidity for sustainable growth. Harnessing 20 years of financial and operational modelling you can streamline your business for value creation.

Hub
Customer

Family hub

Deliver a secure and interactive family experience with less manual work for Assistance with Daily Life, Supported Independent Living, and Specialised Disability Accommodation clients under care

Hub
People

Workforce hub

Better workforce planning and analytics to ensure the right people, with the right capability. are engaged and ready to provide great client outcomes.

Hub
Finance

Finance hub

Your planning & reporting should be a Finance asset, not an engineering challenge. Bring reporting, analysis and planning together into a Finance Hub. Increase efficiency, provide visibility on cost and revenue drivers, and embed Finance into business decision-making, to deliver better outcomes for clients.

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Hub
Customer

Family hub

Deliver a secure and interactive family experience with less manual work for Assistance with Daily Life, Supported Independent Living, and Specialised Disability Accommodation clients under care

View All Work
Hub
People

Workforce hub

Better workforce planning and analytics to ensure the right people, with the right capability. are engaged and ready to provide great client outcomes.

View All Work
Finance

Automation & Analytics

Streamline your operations, improve collaboration and add transparency between systems, processes and people by using the Power Platform. Connect workflows to hundreds of data sources using a library of connectors and Microsoft Dataverse ‚ÄĒbringing data together for a single source of truth.

Finance

Business Modelling & Cash Flow optimisation

Like not for profits, SMBs face decisions every day on where to invest, how to make savings and how to better manage liquidity for sustainable growth. Harnessing 20 years of financial and operational modelling you can streamline your business for value creation.

Finance

Finance hub

Your planning & reporting should be a Finance asset, not an engineering challenge. Bring reporting, analysis and planning together into a Finance Hub. Increase efficiency, provide visibility on cost and revenue drivers, and embed Finance into business decision-making, to deliver better outcomes for clients.

View All Work
Hub
Governance

Risk & Compliance hub

Securely manage privacy over confidential client and employee information to protect compliance and against breaches. Centralise and streamline your board reporting, risk management and compliance by bringing everything together into a Risk & Governance hub

View All Work
ABOUT ME

A bit about me

I'm a seasoned CPA-qualified CFO who works closely with Board and executive management teams in Australian Not for Profits to increase oversight capability around critical financial governance issues.

Many not for profits operate on tight margins. I can help you identify savings in operating expenses, better leverage cash, while maximising operational effectiveness and outcomes for your clients.

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Learning & Development

Not for Profit insights

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Levelling up FP&A skills in NFP and Aged Care

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8 questions to ask about your NFP's Financial Sustainability

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Data tools Not for Profits can use right now