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Request For Financial Review ProposalsHispanic Federation • New York, NY, United States
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Request For Financial Review Proposals

Request For Financial Review Proposals

Hispanic Federation • New York, NY, United States
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Hispanic Federation (HF) is the nation's premier Latino nonprofit membership organization. Founded in 1990, HF supports Hispanic families and strengthens Latino institutions through grantmaking, capacity building, policy, advocacy, and direct services in the areas of education, health, immigration, civic engagement, economic empowerment and the environment. Values that drive our work include equality, fairness, diversity, and empathy.

Project Overview

Through the generous support of New York State's Office for New Americans (ONA), Hispanic Federation has managed programs and community outreach to communities impacted by the immigration system. Through direct services and regranting, Hispanic Federation and its nonprofit partners work closely to provide direct services to newly arrived New Yorkers in need of immigration guidance and support. Throughout the lifetime of the program, Hispanic Federations aims to connect with over 40 New York community-based organizations (CBOs) and positively impact over 71,000 immigrant New Yorkers across the five (5) boroughs and Suffolk and Nassau County on Long Island, NY.

As part of our programmatic work, HF seeks a qualified fiscal management organization to assist in the review, correction, and approval of financial reports for payments and compliance with reporting standards set by the New York State Office for New Americans. The fiscal management organization will work closely with both program and finance departments to ensure that all work meets outlined standards for reporting and vouchering purposes.

The fiscal management organization must have the capacity to support detailed financial reviews, provide direct feedback to partner community-based organizations, and alert all HF departments of any findings which require intervention. To ensure partners comply with contractual obligations, the fiscal management organization will also provide technical assistance, including one-on-one meetings, site visits, and tailored training or support sessions as needed.

Performance Period

January 1, 2026 through August 14, 2026

Total Funds Available : Up to $100,000

Payments and Reporting

Consultants will submit monthly invoices using a template provided by HF. All payments must be aligned with the progress toward deliverables.

Scope

Consultant will serve in the following capacities :

Provide Feedback and Documentation :

  • Participate in HF's fiscal and programmatic training to understand reporting standards.
  • Prepare and deliver feedback for partner community-based organizations, ensuring clarity and citing policies, protocols, and procedures as necessary and as requested.
  • Ensure timely follow-up with partner CBOs on the approval process, ensuring that feedback is received and incorporated promptly.
  • Facilitate submission of final reports for assigned CBOs with HF program and finance departments.
  • Document inconsistencies and errors to ensure development and growth, flag serious irregularities for both program and finance departments for remediation.
  • Prepare one-page reports for all partner CBOs as submissions are completed, providing feedback on the process for future reference.

Internal Report Review :

  • Review reports as they are received and prepare feedback, noting missing documentation, inconsistencies, and providing remedies whenever possible.
  • Complete detailed review of personnel and OTPS expenditures for accuracy, execute in-depth reviews of personnel documentation (timesheets, calculated fringe rates, proration, etc.) and programmatic / OTPS expenditures (invoices, receipts, reimbursements, etc.), and confirm expenses are allowable as per standards and contract deliverables.
  • Confirm all signatures and required back-ups are present and valid.
  • Ensure compliance with standards outlined by Hispanic Federation's Finance and Program Teams, provide feedback as needed to support streamlining HF's grant making processes.
  • Prepare Packets for Submission :

  • Consolidate all payment packages in a logical and easy-to-review manner, outlining any additional considerations.
  • Ensure errors are addressed and any major issues are addressed prior to submission, relay all critical updates, as necessary to the program and finance departments.
  • Requirements and Preferences

    Consultants must demonstrate :

  • A minimum of 5 years of professional experience in public / non-profit program finance management and reporting.
  • Experience working with multi-year, multi-million-dollar government grants and adhering to compliance and stated grant requirements. Experience handling a high volume of financial reporting from contracted nonprofit partners for the New York State Office for New Americans (ONA) is strongly preferred.
  • Strong analytical skills, with expertise in grant management and contract review.
  • Communicate financial recommendations and corrections effectively in a concise and easy-to-understand manner.
  • Direct experience working with nonprofits serving communities of color.
  • Cultural and community competence.
  • Alignment with HF values.
  • Excellent writing skills.
  • Ability to adhere to project timelines and deliver high-quality work on schedule.
  • Strong collaborative skills.
  • Ability to meet all federal contractor requirements, including the Uniform Guidance for Federal Awards (2 CFR 200) and other federal, state, and local requirements as relevant.
  • Consultants should preferably possess :

  • MWBE New York State vendor certification.
  • Education and certification in Financial Management, Accounting, and Business / Nonprofit Administration.
  • Ability to design bilingual tools and guides in English and Spanish, and collect, aggregate, and analyze financial materials in both languages.
  • Due Date and Submission

    No later than Friday, December 12, 2025. Applications are reviewed as they are received. Late applications will not be reviewed.

    Submit completed applications to ImmigrationRFP@hispanicfederation.org.

    Proposal

    To apply, applicants must submit the following :

  • A summary of services by the consulting firm and the resume of the potential consultant lead or resumes for each person who will be involved throughout the course of the project.
  • MWBE Certification, if applicable.
  • Budget and any rates for services provided.
  • If chosen, consultants will also need to provide :

  • W-9, signed and dated in 2026 (must be the updated W-9 form).
  • Voided check or bank letter.
  • A document of a staff training agenda or outline used in the past.
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