R J Finance Associates

 

Financial and General Management Consulting

 

Mission:

 

Partner with mission driven organizations to manage resources and develop strategies to grow their capabilities to improve the lives of the people and communities they serve.

 

Services:

 

·       Consulting projects, interim CFO roles, ongoing part time roles

·       Advise board, executive leadership and staff on managing performance and maximizing results

·       Deploy technology and streamline operations

 

Guiding Principles - Touching Tomorrow Today: 

 

Linking Strategy & Operations

·       Evaluate overall strategy as well as types and timing of growth initiatives.  

·       Shape long term plans and prioritize day-to-day decisions to best utilize limited organization resources and maintain compliance.

 

Planning and Analysis

·       Drive planning process across organizations. Linked budget priorities to strategy.

·       Align the accounting and reporting systems with the measurement needs of the organization

 

Grant Management, Accounting and Controls

·       Manage restricted funds (government and private) and expense allocations.

·       Align processes to meet compliance requirements. Prepared grant budgets and reports

·       Manage accounts operations. Implement systems, processes and controls to meet compliance requirements. Managed audits.

 

Fundraising and Financing

·       Partner with executive and major gift teams in planning and implementing fundraising.

·       Manage bank relationships, arranged financing, negotiated leases and contracts