Finance Operations, Data Governance & Strategy Consultant

Organizational Need & Invitation for Proposals

Organizational Context

Muslim 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 dataparticularly 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 Engagement

The 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 Board
  
  

• Stronger cross-departmental collaboration between Finance Operations Development and Marketing
  
  

• Consistent financial governance internal controls and compliance
  
  

• Reliable revenue data integrity across financial systems and CRM platforms
  
  

• Long-term sustainability scalability and organizational resilience

The consultant will work closely with senior leadershipincluding Finance Operations Marketing and CRM administrationto assess current practices identify gaps and risks and propose practical implementable solutions that align with MAUSAs mission values and growth trajectory.

Priority Focus Areas

While 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 Visibility

• Assessment of MAUSAs current financial reporting structures and practices

• Strengthening organization-wide financial visibility for leadership and the Board

• Enhancing budget vs. actual reporting variance analysis and trend insights

• Improving cash position monitoring and short- and medium-term forecasting

• Ensuring financial information supports timely decision-making and risk awareness

2. Budgeting Forecasting & Scenario Planning

• Support for organizational and departmental budgeting processes

• Development or refinement of rolling forecasts and scenario planning models

• Revenue and expense projections that distinguish restricted and unrestricted funds

• Tools and practices that promote departmental budget ownership and accountability

• Board-ready financial planning outputs and narratives

3. Internal Controls Compliance & Financial Governance

• Review of existing internal controls and identification of gaps or risks

• Strengthening procurement approval workflows and financial authorization structures

• Support for conflict-of-interest compliance and corrective planning as needed

• Development of clear usable financial policies and governance documentation
  Practices that reinforce consistency accountability and audit readiness

4. Systems Optimization Documentation & Institutional Memory

• Assessment and optimization of financial systems (e.g. accounting platforms)

• Alignment between financial systems and CRM revenue tracking

• Strengthening month-end close and reconciliation processes

• Development of finance-related SOPs and process documentation

• Reducing reliance on institutional knowledge held by individuals

5. Revenue Data Governance & CRM Integration

• Establishing clear revenue data governance frameworks and decision rights

• Defining data standards ownership and quality assurance practices

• Improving revenue data entry validation reconciliation and error correction workflows

• Supporting dashboard-ready data structures for leadership and Board reporting

• Documentation that enables long-term data integrity and cross-functional alignment

6. Training Capacity Building & Change Adoption

• Assessment of Finance team skills and operational capacity

• Training for staff and leaders on financial literacy reporting and data standards

• Change management approaches that support adoption of new systems and practices

• Knowledge transfer and handover to ensure sustainability beyond the engagement

Expected Outcomes

By the conclusion of the engagement MAUSA seeks to be positioned with:

• Improved clarity consistency and reliability in financial reporting and forecasting

• Stronger internal controls and financial governance structures

• Documented systems SOPs and data governance frameworks that support continuity

• Greater alignment between Finance CRM and revenue reporting systems
  Increased organizational confidence readiness and scalability

Consultant Profile

MAUSA 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 strategy

• Experience with budgeting forecasting internal controls and compliance

• Familiarity with CRM-based revenue systems (Salesforce preferred)

• A track record of designing practical implementable systems and frameworks

• Strong facilitation cross-functional collaboration and change management skills

• Ability to translate complex financial and data concepts into usable tools and processes

Proposal Submission & Timeline

Interested 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 organizations mission and current stage of growth.

Submission Deadline: January 15 2026

Submission Instructions: Bilal Aslam Chief Operating Officer