Financial Analysis & Planning
Developing Financial Strategies and Leadership
We help organizations to make new connections between mission and money by analyzing financial history and health and discovering opportunities to inform strategic decision-making.
Our unique approach:
1. Presenting the complex in practical ways
Our practical approach to nonprofit financial strategy helps nonprofit leaders make new connections between mission and money. We work with organizations to apply financial analysis in service of mission and in support of new strategies and direction.
2. Financial modeling & scenario planning
We build highly customized multi-year financial models that help leaders focus on key financial drivers and anticipate different financial scenarios, a key first step in ongoing strategic decision making.
3. Building budgets & increasing transparency
We bring fresh perspectives to budget development processes in ways that increase budget transparency and build financial leadership and decision-making confidence across the organization.
4. Building financial leadership
We help build a culture of financial leadership. We’ll guide you in reconsidering how financial information is used within your organization, provide targeted analysis on financial strategy considerations, and connect finance and strategy in key decision making.
Professionalism & Sustainable Paths Forward
“Camp Fire National Headquarters engaged Michael Anderson as part of a 15-month strategic planning initiative. 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!”
—Cathy Tisdale, President and CEO, Camp Fire National Headquarters