Today’s decision makers are increasingly data-driven. But how do executives, boards and service delivery teams sort through mounds of information and make sense of the numbers? Aligned Metrics collaborates with your managers to develop and monitor the indicators that drive your organization’s targets and performance. Our skilled consultants capture and synthesize granular, disparate data into actionable ideas and meaningful, telling statistics (metrics!).
The benefits are manifold: clearer gauges of mission effectiveness; sharper focus on positive outcomes; increased transparency and visibility into resource use; better governance; and more. Above all, decision-making becomes more impactful and strategic (aligned!) than simply transactional. Among the insightful tools that we provide:
Grant-funded nonprofits are uniquely beholden to a series of financial reporting, program execution, and compliance requirements. Additionally, ever-changing political, regulatory and economic climates necessitate both tactical and strategic thought to optimizing the government dollar while planning for alternative revenue streams. This increasingly complex arena involves numerous facets and stakeholders: grant accounting rules, allowable costs, segregation of activities, documentation, sponsoring boards, program directors, donors and funders.
Aligned Metrics specializes in overseeing the financial operations of publicly- and privately-funded nonprofit entities. We help you maximize grant opportunities by addressing these topics:
Did recent legislation increase your healthcare costs? Are new ventures on the horizon? Is your chief executive retiring soon? Business Planning is the critical process of linking an organization’s mission and situation with a financial plan. Annual budgets typically consider revenue mix, personnel, variable and overhead expenditures. Strategy is a holistic look into the future – perhaps five years or more – incorporating factors such as capital needs, reserves, inflation, new technologies, political as well as internal leadership changes. Rigorous engagement in both processes enables readiness and agile response in fluctuating economic environments.
Aligned Metrics assesses your circumstances, resources and goals, framing them within a financial context. We translate the qualitative into the quantitative! Our offerings:
Are there gaps in your insurance coverage? Were there findings in the last audit? What sorts of fees and expenses are your third-party institutions charging? Aligned Metrics can function as your Treasurer and Risk Officer, liaising with banks, underwriters/carriers, external auditors and investment advisors, to tackle these questions and more.
To help your company maintain a strong financial position while mitigating risk, we impart guidance on the following:
*Disclaimer: Aligned Metrics is an integrated professional services firm. Our views do not constitute investment advice and should not be construed as solicitations to purchase/sell securities, which are offered through a broker-dealer or Registered Investment Advisor.
People are the backbone of an enterprise. As such, it is essential that the framework for workforce administration is a solid one. Choices made for health care, pension, 401(k) and transit benefits are equally as important as setting internal policies and defining roles/responsibilities.
Aligned Metrics examines these significant attributes and formulates recommendations for striking the right balance:
Computing software, LAN, ERP, CRM, Time & Attendance, online banking, general ledger, VoIP – these are among the plethora of technology platforms embedded in any concern. Are yours running in synch or in silos? Do your business systems and methods align to avoid duplication of effort, lessen human error, and enhance productivity? Are your vendors long-term partners who endorse your mission and vision, not just compete on price and service?
Aligned Metrics believes that the back office is a vital element which continuously reinforces the front line face of an organization. To this end, we appraise and target excellence within the following integral aspects:
