FuturED Finance

Create a Strong Financial Future for Education

Financial consultant in North Kingstown, RI (show on map)

We partner with CFOs to help colleges and universities create strategic financial management capacity to drive innovation.

Call (401) 644-3075

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About

We partner with CFOs to help colleges and universities create strategic financial management capacity to drive innovation. Our services include projections, benchmarking for data-informed decisions, finance transformation, scenario planning and forecasting, enterprise dashboards and metrics, and reporting and automation.

We aim to improve strategic decision-making within higher education by providing actionable data and insights, and help institutions transform to meet the needs of tomorrow's students and leaders.

Strong technical accounting background combined with CFO experience

Focus on actionable, data-driven insights

Collaborative approach with institutional stakeholders

Services

Projections

Five-year projections are an essential tool for college & university leadership to make critical decisions today.

Benchmarking for Data Informed Decisions

Transform Your Institution’s Financial Future through data informed decisions! Compare your institution to the right peers using proprietary algorithms.

Custom Peer Benchmarking Strategic Financial Insights Custom Insights & Metrics

Finance Transformation

Are your people, processes and platforms aligned to help you make data driven decisions? We help assess and improve your finance operations.

Process Automation Team Skill Assessment Tool Integration

Enterprise Dashboards & Metrics

Measuring institutional performance is about more than simply measuring money. When measurements are aligned to your strategic goals & objectives, they become a powerful tool in driving performance.

Balanced Scorecard Custom Metrics Real-Time Visualization

Scenario Planning & Forecasting

Navigate the business through opportunities while recognizing risks. Develop multi-year financial models to set goals and measure achievement.

Multi-Year Financial Modeling Risk Assessment Strategic Scenario Analysis

Reporting & Automation

Reporting + Automation Allowing you to focus more time on the business of higher education.

Automated Report Generation Customizable Dashboards Real-Time Data Integration

Credentials & Certifications

CPA, CGMA

Since 2010

MPA

Since 2015

Frequently Asked Questions

What is the purpose of benchmarking for data-informed decisions? +

Benchmarking provides insights into long-term decisions by comparing institutional performance to relevant peers using proprietary algorithms.

How does finance transformation improve institutional efficiency? +

Finance transformation assesses and enhances people, processes, and platforms to ensure data-driven decision-making, focusing on automation and efficiency gains.

What benefits do enterprise dashboards provide? +

Enterprise dashboards align performance metrics with strategic goals, offering real-time visualization and actionable insights to improve decision-making.

Why is scenario planning important for higher education institutions? +

Scenario planning helps institutions navigate changing landscapes by developing multi-year financial models, assessing risks, and identifying strategic opportunities.

How does reporting and automation benefit finance leaders? +

Reporting and automation streamline financial reporting processes, reduce manual work, and allow finance leaders to focus on strategic initiatives.