Financial Planning
Help City Swim Project improve their ability to predict the financial impact of changes in their funding and expenses, so that they can effectively plan for the future and avoid surprises.
Financial Planning
Project details
What we need
- An Excel spreadsheet custom-built specifically for the Organization's finances
- Training on how to use the spreadsheet to understand the current financial situation and predict future states (e.g., plan for budget increases or decreases, hiring, and other key drivers)
Additional details
Creation of an annual budget sheet that provides a breakdown of by facility, staff level, etc
What we have in place
- We currently have an excel budget sheet, which should make it easy for you to get started. We also have a person dedicated to the finance, and the ability to provide any other information you need.
How this will help
This project will save us $14,474 , allowing us to support the program in other ways
A streamlined budget sheet for annual projections will allow us to determine if we are overspending in any location or on any line item.
Project plan
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Testimonials
Ashwin was very patient with me as I tried to convey my needs. Great job!
(No testimonial has been submitted by Ashwin)