The financial clarity your mission deserves.

Rosen CFO Partners brings enterprise-grade financial judgment and board-ready reporting to non-profits, arts organizations, and schools without the cost or overhead of a full-time finance department. We understand there’s more to your organization than what shows up in the financial reports.

Non-Profit CFO Package

Annual budget support — work directly with the ED and finance committee on the total organizational budget, including identifying KPIs and building a budget pack that calls out key assumptions, risks, and opportunities.

Quarterly financial dashboard — a board-ready visual dashboard each quarter, including financials, variance-to-budget analysis, and cash flow visibility.

Annual donor-ready financial report — a polished year-end financial summary your staff can send directly to key donors.

Board presence, all year — one annual board or finance committee meeting to review budget and/or full-year results, plus a quarterly check-in with the finance chair or ED alongside each dashboard delivery.

Ongoing advisory availability — a resource for financial questions as they come up, and a sounding board if the organization hits a cash crunch or unexpected financial situation.

 How Engagements Work

 

  • We talk through where your organization is and how we can help. What are the financial issues keeping you up at night?

  • Getting into your numbers, learning your systems, understanding your organization, meeting your team, and understanding what makes your mission so important. Working together to create the first forecast.
    Review financial KPIs and reports, opportunities assessment, and a 30-60-90-365 day strategic roadmap.

  • The Non-Profit CFO Package described above