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.
City Swim Project
Buffalo, NY, USA
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City Swim Project
Buffalo, NY, USA

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Posted March 2nd

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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

P
Prep: Distribution of Prep Materials
  • Volunteer Manager provides Professional with current accounting needs and practices, chart of accounts or operating budget, and financial statements currently being generated (e.g,. statement of financial position, statement of activities, or statement of cash flows)
  • Optional: If you are concerned about the sensitive nature of your financial data, have a volunteer sign a non-disclosure agreement
1
Milestone 1: Analysis & Recommendations
  • Professional analyzes current accounting system, and recommends improvements to data gathering, reporting, or implementation of new bookkeeping software
  • Volunteer Manager provides feedback which Professional incorporates
2
Milestone 2: Implementation
  • Professional helps the Volunteer Manager to implement recommendations
3
Milestone 3: Training
  • Professional trains Volunteer Manager on how to fully implement recommendations to ensure sustainability
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About The Org

City Swim Project
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Our Mission

Vision: Every family has the swimming and life skills to succeed in and out of the water.

Mission: To make a positive impact in diverse communities by providing safe access and a supportive environment for the sport of swimming.

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