Integrated Financial Plans That Strengthen Decision Making
WHAT WE DO
We’ll help you develop a blueprint for financial growth that brings quantitative reasoning to the strategic plan to make informed decisions. An integrated strategic financial plan brings key issues into focus by mapping out available financial resources and matching those resources with capital requirements.
Examples of our core service offerings include:
Assessment of Funding Options
Pro-Forma Financial Modeling
Credit Analysis & Peer Comparison
Financial Health Assessment
Debt Capacity Analysis
Administrative Cost Benchmarking
How we Help
Navigating the Relationship Among Strategy, Capital Capacity, & Risk
We work with you to develop financial plans that quantify your institution’s ability to create value over time.
We start by developing a realistic financial plan, then conduct sensitivity analyses to assess capital requirements and start-up investments, and changes in payment levels that will result from the new plan. During each step, we’ll help you ensure an effective balance that maintains or improves your institution’s financial integrity within an appropriate credit and risk context.
Featured Financial Planning and Analytics insights
4 Best Practices in Financial Planning for Higher Education, 2nd Edition
Given the number and magnitude of external pressures in higher education, the need for robust long-range financial planning is more critical than ever. In addition, Boards are increasingly asking for improved visibility into the longer-term financial trajectory of their institutions.
eBook
Moving Forward on the Continuum of Financial Planning in Higher Education
With high awareness and understanding of the financial challenges their institution faces, proactive board chairs and trustees are asking senior college and university leaders—particularly finance leaders—tough questions.
White paper
Integrated, Data-Informed Planning at Quinnipiac University
In the early 2010s, Quinnipiac University’s departments functioned as silos, with nonintegrated planning and non-standardized reporting across the institution. Staff aggregated data for...
Case Study
Talk with one of our experts to discuss the right path forward for your organization