Financial Operations & Strategy 

Strategic Financial Planning

We can support you in reaching your operational goals by: 

• Develop and execute on financial planning timelines;

• Build a strategic plan aligned budget; 

• Track cash flow;

• Model labor, fundraising, and revenue projections.

 

People + Teams

We can build alignment around your financial goals with internal and external stakeholders by:

• Create financial impact dashboards;

• Assess your finance team and related departments’ roles, responsibilities, policies, procedures, and workflows;

• Evaluate and update internal controls to reduce risk of error and fraud;

• Implement your budget into work plans and strategic initiatives;

• Review and draft values-aligned financial policies for your employee handbook.

 

Systems + Tools

We build the following customized systems and tools to move you toward your goals:

• Budgets and cash flow projections and trackers.

• Stakeholder communications dashboards;

• Financial decision making matrices;

• Labor, fundraising, and revenue modeling;

• Pro forma development

 

Ongoing Financial Strategy + Support

Once strategic financial processes have been established, we can provide ongoing support to keep you going and growing with:

• Monthly or quarterly financial and forecast reviews; 

• Monthly or quarterly check-ins with leadership for organizational finance issues, challenges, and growth opportunities.