Financial Analysis and Planning
We help organizations connect impact and financial sustainability by creating practical financial tools, connecting financial analysis to strategic decision-making, and developing financial leadership.
Strengthening Financial Leadership and Decision-Making
Our unique approach:
1. Presenting the complex in practical ways
We help nonprofit leaders make the connection between mission and money, presenting financial information in accessible formats. We leave our clients with tools they can continue to use in strategic decision-making after our engagement.
2. Modeling financial futures
We create highly customized multi-year financial models that give leaders a clear view into organizational financial performance by illuminating key drivers of revenue and expense. We model a range of possible financial scenarios, a key step in ongoing strategic decision making.
3. Developing financial leadership
We help build a culture of financial leadership across an organization, working with clients to consider how financial information is used and shared. We bring a fresh perspective to the budget development process that increases transparency, deepens capacity for financial leadership, and supports confident decision-making across the organization.
Looking for a partner in critical decision making?
Professionalism & Sustainable Paths Forward
“Working closely with our finance team and Board, he assessed HQ and our affiliate system’s multi-year financial performance to understand the current situation and sustainable paths forward. A project this size was complex, required almost daily interaction with our staff and sometimes required him to challenge us to look at financial planning and performance in new ways. He consistently demonstrated utmost professionalism, respect for our staff’s efforts, and found ways to present the “complex” in practical ways everyone could understand. If similar projects were again to be required, Michael would be our first call!”