Financial management & planning
Financial reporting training for non-finance nonprofit staff
Programme staff submit budgets and financial reports they don't really understand — errors creep in, timelines slip, and nobody is confident the numbers are right.
What you'll achieve
Programme and operations staff who can read, interpret, and contribute to financial reports with confidence.
How a Nonprofit Builder consultant helps
- Design a training programme tailored to the financial literacy level and day-to-day needs of your non-finance team, using your own reports and budgets as the learning material.
Key deliverables
- Training needs assessment, customised training session, reference guide for non-finance staff, post-training action recommendations.
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Often paired with
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From the resource library
Free tools and guides to get started
- 8.2C106
Financial Management for Humanitarian and Development Professionals Guide
A free guide to the basics of financial management for projects in development, humanitarian and conservation work. It is written for staff who are not finance specialists, such as project managers and programme leads. It links to an optional certification exam in English and Spanish. The guide is released under a Creative Commons BY-NC 4.0 licence, so teams can adapt and reuse it for internal training.
Start hereClassicKey manual or guideFree - 8.2C107
StrongNonprofits Toolkit
A free set of financial management tools for nonprofit finance staff and leaders. It is organised by topic: budgeting, navigating uncertainty, cash flow, operations, data and analysis, audit readiness, and governance and strategy. Downloads include a financial risk self-assessment, an equity in financial management self-assessment, a financial infrastructure self-assessment and a fiscal management activities calendar in Excel. Short videos from BDO explain equity in the finance function.
ClassicTool or templateFree