Carey & Co

Financial Planning and Analysis

• Oversee compliance and reporting for restricted funds, including city, state, and federal contracts and grants, ensuring adherence to funder-specific requirements and regulations such as 2 CFR 200 / Uniform Guidance
• Lead financial planning, budgeting, forecasting, and reporting for the engagement
• Oversee accounting practices, audits, tax filings, and regulatory compliance in accordance with GAAP and nonprofit financial regulations
• Assess and strengthen internal controls and financial procedures, particularly around grant and contract compliance
• Prepare financial statements, KPIs, and cash flow analyses for leadership and applicable funders
• Provide steady financial leadership during interim periods, onboard smoothly, and transfer knowledge at engagement close
• Manage relationships with banks, auditors, accountants, and external financial service providers
• Oversee finance staff and/or external vendors during the engagement

Interim Chief Financial Officer, CFO