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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
Kaufman Hall offers college and university leaders a range of resources and solutions to optimize performance and organizational decision making and sustained financial performance.
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![Larenda Mielke](/sites/default/files/styles/medium_testimonial_circle_215x215/public/images/2020-02/larenda-mielke.jpg?h=0998d315&itok=JYv0uNd1)
![Gaby Hawat](/sites/default/files/styles/medium_testimonial_circle_215x215/public/images/2024-04/Gaby%20Hawat%20Headshot_Jul%2023.jpeg?h=13bda756&itok=yZAkaIur)
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![Strategic and Financial Planning](/sites/default/files/styles/16_9_scale_and_crop_small/public/images/2024-06/strategic-fiancial-planning_thumb.jpg?h=b69e0e0e&itok=h6NKToyD)
![Strategic and Financial Planning](/sites/default/files/styles/16_9_scale_and_crop_medium/public/images/2024-06/strategic-fiancial-planning_thumb.jpg?h=b69e0e0e&itok=WJJcDlvS)
Financial Literacy and Strategic Financial Planning
![Stack of books and glasses](/sites/default/files/styles/16_9_scale_and_crop_small/public/images/2024-05/financial-literacy-thumb-V2.jpg?h=b69e0e0e&itok=joIXrl0Z)
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How to Promote Financial Literacy Within Your Institution
![person counting coins with year over year line-graph overlapping the coins](/sites/default/files/styles/16_9_scale_and_crop_small/public/images/2024-04/financial_literacy-Thumb.jpg?h=04d92ac6&itok=KwRJkJVW)
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Financial Literacy: A Leadership Prerequisite
![Two people reviewing financial data](/sites/default/files/styles/16_9_scale_and_crop_small/public/images/2024-03/Financial-data_thumb.jpg?h=b69e0e0e&itok=rpxZxFTZ)
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Do You Really Know Your Institution’s Financial Position?
Kaufman Hall offers college and university leaders a range of expertise and solutions to optimize performance and organizational decision making and sustained financial performance.