Request for Proposal For Trainer For Financial Bootcamp (Fb2)

Request for proposals for Trainer for Financial Bootcamp (FB2). OVERVIEW INJAZ Lebanon is seeking an expert Financial Bootcamp 2 (FB2) Trainer to facilitate a rigorous 5-session track for individuals aged 18 to 28. While FB1 focused on the narrative "Hook," FB2 tasks the consultant with converting business concepts into a comprehensive Financial Model. The trainer will guide youth through quantitative analysis, from capital expenditure to 3-year profitability projections. The FB2 Trainer will be responsible for the following activities: A. Financial Modeling & Technical Instruction Asset & Investment Planning: Guide youth in identifying one-time investment needs (CAPEX) through market price research. Revenue Forecasting: Support teams in calculating pricing units and developing tiered pricing models and sales projection sheets. Operational Costing: Help youth determine monthly running costs (OPEX), distinguishing between fixed and variable expenses. B. Structural Auditing & Investment Readiness Profitability Analysis: Facilitate the creation of a 3-year Profit & Loss (P&L) statement and conduct Break-Even Analysis. Investment Synthesis: Formulate "The Ask" for investors, including a "Use of Funds" breakdown. One-on-One Audits: Review financial spreadsheets through individual mentoring to ensure logical cohesion and numerical accuracy. C. Documentation & Reporting Assessment Management: Execute Pre-tests and Post-tests centered on financial literacy and modeling accuracy. Daily Records: Collect and secure verified attendance sheets for every training day. Final Handover: Deliver completed Financial Folders for all participating teams alongside a final activity report. Detailed Operational Workflow & Timeline Phase 1: Pre-Training Preparation: Develop standardized templates for Asset Registries, Sales Projections, Expense Trackers, and P&L Spreadsheets. Phase 2: Training Execution (5-Session Track): Session 1 (Startup Costs): Focus on CAPEX and Asset & Equipment Registry. Session 2 (Revenue): Focus on Sales Forecasts and Tiered Pricing. Session 3 (OPEX): Focus on monthly expenses and "Burn Rate" calculations. Session 4 (P&L Statement): Focus on 3-year profitability and Break-Even Analysis. Session 5 (Investment): Formulate the investment summary and "The Ask". Phase 3: Post-Track Reporting: Confirm all financial deliverables meet professional standards and submit all logs within five business days. Deliverables The Trainer must ensure the submission of the following for each team: Asset & Equipment Registry: Detailed list of initial investment needs (CAPEX). Sales Projection Sheet: Tiered pricing models and revenue forecasts. Monthly Expense Tracker: Comprehensive breakdown of fixed and variable OPEX. 3-Year P&L Spreadsheet: Audited document showing long-term profitability and break-even points. Investment Summary Sheet: A clear "Use of Funds" pie chart and investment request. Qualifications Financial Expertise: Advanced degree in Finance, Accounting, Business Administration, or a similar discipline. Technical Proficiency: Deep understanding of financial modeling, P&L statements, and CAPEX/OPEX structures. Mentorship Skills: Proven ability to mentor youth in translating business activities into quantitative data. Strategic Planning: Ability to deliver constructive feedback through comprehensive structural audits of financial plans. Submission Requirements Applicants must submit the following documents: 1. Updated CV - Highlighting relevant experience 2. Technical Proposal (Brief) - Methods for engaging participants. - Previous experience with similar training, showing the field of expertise, soft skills, knowledge and technical literacy. 3. Financial Proposal - The rate per training hour, inclusive of all costs (preparation, materials, transportation, etc.). - Total estimated cost based on 5 days × 4 hours per day. 4. Availability Statement - Confirming availability to deliver the five (5)-days training Closing Date: Friday, 30. Oct 2026 Intervention Sector(s): Development, Education [Disclaimer: The above text is machine translated. For accurate information kindly refer the original document.] Tender Link : https://daleel-madani.org/civil-society-directory/injaz-lebanon/calls/request-proposal-trainer-financial-bootcamp-fb2-refilgil2026pr016