Financial Planner to Develop Financial Plan Education Program

I am seeking a proficient financial planner or business consultant to craft a comprehensive financial plan for a small educational program. This plan must facilitate internal budgeting, ensure sustainability, and comply with accreditation standards.

The scope includes an executive summary outlining the program's objectives, a detailed breakdown of startup and operational costs, revenue projections based on enrollment, cash flow analysis, and a profit and loss forecast for 12–24 months. Additionally, it should encompass financial assumptions, key performance metrics, and a long-term sustainability strategy. An accreditation compliance section addressing financial stability, governance, and risk management is essential.

Ideal candidates will possess substantial experience in developing financial plans for educational institutions, a strong grasp of accreditation requirements, and the ability to present clear, evidence-based financial models. Excellent written communication and meticulous attention to detail are crucial.

Deliverables include a complete financial plan (Word or PDF), a supporting financial model (Excel or Google Sheets), and an accreditation-ready financial summary.