Business Banking, Credit & Financing Consultant (Nonprofit)

Posted 2 weeks ago

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Business Credit & Corporate Finance Consultant (Nonprofit) About Us Evolve Foundation is a growing 501(c)(3) nonprofit organization focused on workforce development, clean energy careers, and economic mobility. As our organization continues to scale, we are building a strong financial infrastructure that supports grant funding, banking relationships, vendor financing, and future growth. We are looking for an experienced Business Credit Consultant to build and manage our organization's business credit profile from the ground up. This is a strategic consulting engagement with the potential for an ongoing advisory relationship. Scope of Work The selected consultant will be responsible for developing and executing a comprehensive business credit strategy, including: Conducting a full assessment of our current business credit profile Reviewing our existing EIN, D-U-N-S (if applicable), business registrations, and organizational records Establishing or strengthening profiles with major business credit bureaus Building strong vendor tradelines that report to business credit agencies Advising on business banking relationships Identifying financing opportunities appropriate for nonprofits Developing a roadmap to achieve strong business credit scores Monitoring reporting accuracy across business credit agencies Advising on corporate credit cards and revolving credit products Providing monthly progress reports and recommendations Deliverables Comprehensive Business Credit Assessment 6–12 Month Business Credit Roadmap Vendor Tradeline Strategy Financing Strategy Credit Monitoring System Monthly Status Reports Written Standard Operating Procedure (SOP) documenting the process Required Experience Applicants should have demonstrated experience with: Business credit development Corporate finance Vendor tradelines Business credit bureaus Commercial lending Business banking Nonprofit organizations (preferred but not required) Small business financing Nice to Have Experience with: Grant-funded organizations Community Development Financial Institutions (CDFIs) SBA lending Treasury management Financial operations consulting To Apply Please include: Examples of organizations whose business credit you helped establish. Before-and-after results. The business credit systems you use. Your approach for organizations starting from little or no business credit. Your proposed timeline. Your hourly rate or fixed-price proposal. Please begin your proposal with the phrase: "Financial infrastructure comes before financing." This helps us identify applicants who carefully read project requirements.

  • Less than 30 hrs/week
    Hourly
  • 1-3 months
    Duration
  • Expert
    Experience Level
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Business Development
Financial Management
Activity on this job
  • Proposals:Less than 5
  • Last viewed by client:4 days ago
  • Interviewing:
    0
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 5, 2023
  • United States
    Ypsilanti7:17 PM
  • $17K total spent
    28 hires, 1 active
  • 279 hours

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