Financials

Image
Bag of money and graduation cap

Structure Financial Processes for Optimal Financial Decision Making

We have assessed current practices for resource deployment across the strategic planning, financial planning, capital planning and budgeting, operating budget, and year-end forecasting processes and recommended scope, participants, governance, data requirements, timing, and technical support for each. We take a holistic approach that clearly defines the points of integration between each financial process to establish a single decision-making framework that is both effective and efficient.

  • Financial plan development
  • Assessment of funding options
  • Pro-forma financial modeling and health assessments
  • Credit analysis (including peer comparisons) and debt capacity
  • Academic program cost and subsidy analysis
  • Financial Strategy Development (i.e., the Financial Plan)
  • Develop integrated strategic financial plans
  • Operating budget assessment and design
  • Identify cost drivers and key operating metrics
  • Business planning for projects and strategic initiatives
  • Scenario projections
  • Risk sensitivity analyses
  • Capital position and debt capacity analyses
  • Executive and trustee education on best-practice higher education financial management
Connect with Our Consulting Team

Connect with Our Consulting Team

Connect with Our Consulting Team
Higher Education Insights

Kaufman Hall offers college and university leaders a range of resources and solutions to optimize performance and organizational decision making and sustained financial performance.

Higher Education Practice Leaders

Larenda Mielke
Larenda Mielke is a Vice President in the Higher Education division of Kaufman Hall’s Strategic and Financial Planning practice. She has extensive leadership experience in higher education in the areas of strategy, curriculum and program development, and more.
Submit
Jason-Sussman
Jason Sussman has provided planning and financial advisory services for healthcare providers and higher education institutions nationwide for more than 35 years. He is a leader in Kaufman Hall’s Strategic and Financial Planning practice.
Submit
Contact Us
Higher Education Experts

Kaufman Hall offers college and university leaders a range of expertise and solutions to optimize performance and organizational decision making and sustained financial performance.