Consultancy Overview
TREES is seeking a consultant to lead the development of commercial proposals by building robust financial models and conducting strategic financial planning and analysis (FP&A). Financial models will support ongoing efforts to secure investment partnerships for TREES programs. Financial models will need to include a variety of funding and investment vehicles. These may include co-branded business partnerships, foundations, high net worth individuals, institutions and investors in the Voluntary Carbon Market. This role will provide leadership in structuring financial projections, developing investment proposals and term sheets and assisting in the negotiation with potential partners.
Core Objectives
- Develop a menu of clear, reliable financial models that reflect TREES’ business requirements and aligns with a new corporate strategy. Financial models should be easily amended for a variety of potential investors and donors with built-in flexibility for scenario analysis, evaluation of risk and profitability.
- To support the TREES financial model, develop a robust base model to quantify the minimum and preferred range of acceptable prices per Voluntary Carbon Unit produced under TREES agroforestry projects. This should identify the timing and needs of associated investments for production of credits. Based on current carbon market regulations, this should include a 40-year model and options for varying return rates for different actors: farmers, TREES, buyers and investors.
- Support the capacity development of TREES financial staff in FP&A modeling.
- Based on new models, advise and support TREES’ annual budgeting process and financial reporting
Activities
- Review TREES staff cost structures and revenue projections and understand our overall carbon project strategy and structure.
- Apply a basic understanding of the core financial elements of the Voluntary Carbon Market and investment revenue streams as they apply to TREES’ projects.
- Collaborate closely with TREES development, finance and program teams for suitable proposals and model modification as required
- Carefully document work products to preserve version control and enable ready access on TREES systems for TREES staff.
- Advise and support with partner negotiations.
- Partner with the Director of Finance throughout to enhance our team’s FP&A capacity.
Engagement Requirements
- A high level of FP&A experience in the non-profit and/or commercial sector is required.
- Experience working with currency and other issues associated with Africa or similar investment markets is required.
- Experience undertaking investment analysis in the Voluntary Carbon Market will be a significant plus.
Engagement Duration
Expected duration of contract would start with an intensive learning and analysis period of up to three months for development of the models, with potential for subsequent engagement at a lower level of effort.
Location
This is a remote consultancy with a preference for consultants in D.C. metropolitan area.
Apply
If you are interested in this consultancy, please submit the following:
1. A two-page expression of interest, including a summary of applicable skills.
2. CV or qualifications statement
3. A document listing your daily, monthly and hourly rates and 3 references
4. A representative example of your work product
Applications will be accepted until Thursday, April 24th. Early submissions are encouraged.