Financial Capacity

Financial CapacityFinancial Empowerment drives non-profit organizations to develop and streamline their financial systems, business processes and reporting so that they can unlock their full potential, ensure long-term sustainability and fulfill their mission. Through an integrated approach we will empower your organization to accelerate growth, lower risk, address capacity and ensure compliance.

Business Planning

  • Scenario Planning – plan for changes in sources of revenue with a thorough analysis of impact of expense reductions on programs and mission
  • Financial Plan Development – prepare long-range financial plan that supports strategic direction
  • Financial Forecasts – analyze budget variances and prepare an updated plan for the year with new assumptions
  • Financial Analysis – use ratios and year over year analysis to determine trends and identify risks
  • Budget Development – assist in the budget process including zero-based budgeting gathering input from all stakeholders and building consensus and board approval
  • Cash Flow Management – prepare cash flow projections for six to twelve months
    using direct method to ensure matching of funds to future needs; assist in financing and managing bank relationships
  • Due Diligence – oversee due diligence process during a combination transaction for both buyer and seller


Business Operations

  • Infrastructure Development – assessment of internal controls, creation of separation of
    duties, create reconciliations with philanthropic revenue sources
  • Management Information Development – create reporting package for board and
    management including dashboards
  • Process & Procedures Development to build efficiencies – software analysis
    and automation of manual processes including creation of templates
  • Training and coaching – training of personnel including succession planning,
    assistance in hiring and creation of policies manual