Services · Scale-Up

Financial and Donor Reporting Analysis

FRA

Reviews the accuracy, timeliness, completeness, compliance and user relevance of financial and donor reports, including report structure, data sources, reconciliations, donor requirements and management reporting needs.

What changes

Financial and donor reports become more reliable, compliant and decision-useful; reporting gaps and late submissions reduce; donors and management receive better evidence-based information.

What you get

Financial and Donor Reporting Analysis Report FRA001
Report inventory and user-needs matrix FRA002
Report quality and compliance evaluation checklist FRA003
Donor reporting reconciliation and review workbook DRA001
Reporting improvement and standardisation plan FRA004

What has to come first

NAHNeeds Assessment Report - National Head Quarters or NABNeeds Assessment Report - Branch/District Recommended

Reporting gaps and user needs are grounded in needs assessment findings
COAChart of accounts analysis and review Recommended

A reviewed chart of accounts underpins consistent report structures and reliable consolidation

Who is involved

From the National Society's side. This is what the engagement asks of your people.

Your own staff work alongside the adviser throughout, so this is a commitment of their time as well as the Centre's. Ask in the request and you are given the day estimate per role before anything is signed.

Role	What they do
HNS Secretary General	Approves reporting improvements
HNS Finance Director / CFO	Owns the reporting function and the review
HNS Finance unit managers	Provide reports, data and reconciliations
HNS Audit and Risk Committee	Oversight; uses reporting for assurance
Finance department staff	Prepare and reconcile reports
Programme staff	Provide programme and donor data
Donors	Recipients of donor financial reports
GFDC delivery team	Conducts the analysis and advises

How it is measured

Indicator	Target	Evidence
Financial and donor reports issued on time	95% of scheduled reports by deadline	Reporting calendar and submission log
Donor reports reconcile to the general ledger	100% of sampled donor reports tie to the GL with no unexplained variance	Reconciliation working papers
Report users rate reports as decision-useful	Average user satisfaction at least 4 of 5	User feedback survey results
Agreed reporting improvements implemented	At least 80% of actions closed within 6 months	Improvement plan tracker

Tools

5 of 5 ready to download.

DRA001 Reporting Analysis Tool Template XLSX
FRA001 Financial Reporting Analysis Tool DOCX
FRA002 Report inventory and user-needs matrix Template XLSX
FRA003 Report quality and compliance evaluation checklist Template DOCX
FRA004 Reporting improvement and standardisation plan Template DOCX

Standards

COSO Internal Control - Integrated Framework
IFRS / GAAP accounting standards
ISA - International Standards on Auditing
GFDC Operational Framework (intake, triage, service workflow)
ERP configuration documentation and vendor manuals
Donor agreements and reporting requirements
RACI responsibility assignment matrix
Lean Six Sigma
IFRC financial reporting and accountability framework for National Societies

Describe the problem, not the service

You do not need to know which of the 124 to ask for.

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