Financial Strategist
& Fractional COO
Financial Planning & Analysis
Collaborating with your team, I create a financial architecture designed to shift leadership from anxiety to clarity. All engagements are project-based and focused on your long-term sustainability.
Five-Year Strategic Forecast
The core strategic engine. A dynamic model that integrates your actual accounting data with forward-looking projections to replace static annual budgets with active “horizon” visibility.
Grant Portfolio Risk Analysis
A technical analysis of multi-year grant timelines matched against staff coverage and cash flow. This model identifies exactly how much cash is restricted vs. available to ensure compliance and avoid liquidity gaps, and how grant falloffs impact sustainable staffing.
Scenario & ‘Stress Test’ Modeling
A multi-variable tool (Base, Best, and Worst-case) that identifies specific financial “Trigger Points.” This allows leadership to pre-determine exactly what actions to take if revenue targets are missed or funders pull out.
Board Dashboard & Narrative
Translation of complex financial models into a high-level visual “Story” deck. This provides the Finance Committee and Board with the specific KPIs and trends they need to make governance decisions without getting lost in the weeds.
Indirect Cost & Program Profitability Audit
A forensic calculation of true overhead and program-specific margins. This model identifies which programs are self-sustaining and ensures you are capturing the maximum allowable indirect cost recovery from every grant.
Bespoke Financial Analysis
Customized modeling for non-routine strategic decisions—such as workforce restructuring, merger feasibility, or new program launches. This provides a data-backed analysis to ensure major organizational pivots are grounded in financial reality.
Fractional COO
In a fractional capacity, I serve as a confidant and thought partner to the executive, drawing on 20+ years as a not-for-profit CFO/COO and professional coaching certification.
- Serve as adviser and sounding board to Executive Director
- Guide senior leadership meeting and teaming practices
- Review and consult on board meeting materials and agenda
- Monitor and troubleshoot organizational metrics and outcomes
- Clarify decision-making authorities and protocols
- Coordinate professional services engagements
- Consult on arising staff relations and talent management matters
- Suggest practices to activate organizational values through work norms
- Lead change management and special projects