The majority of nonprofit executive directors have “program” backgrounds and have less experience with the financial responsibilities of their job than they themselves would like. However, financial management is the foundation of planning and managing every aspect of the organization, including people, programs, buildings, equipment, fundraising, technology, printing and insurance. Thinking strategically when managing money is essential because it is interlinked with every other function.
Working in these areas is an investment in the organizations future!
Asses current fiscal and budgeting processing and the implementation of appropriate controls and safeguards.
Train officers and administrators in generally accepted accounting procedures and to have an understanding of the balance sheet and other financial reports.
Provide standard operating procedures that are concise, usable and effective.
Assessment of funding sources to be sure that the mix of restricted and unrestricted funds, individual (including major) donors, foundation and government funding sources align with program initiatives.
Examine current infrastructure to ensure that administrative, technology and marketing needs are addressed.
Assessing work flow of offices and work spaces to ensure maximum usability while reducing repetitive stress injuries.
Helping to create manuals and standard operating procedures for various functions including office managers, accounting, and human resources.
Focus attention on collection, management and retrieval of critical knowledge in an organization to increase its ability to achieve results.
Pacific Training and Resources is a full service consulting firm specializing in identifying organizational challenges and implementing problem solving tools to assist in the achievement of operational goals.
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