leon.

Financial Strategies.
Non-profit organizations often struggle to manage day-to-day operations while also investing resources in their financial development and sustainability. Financial success means building a better budget over time, developing diverse revenue streams, and creating space for disappointments as much as pleasant surprises. The bottom line: convert your deficit to a surplus.
I focus on helping you optimize your financial, human, facility, and technology resources to achieve your goals effectively and efficiently.
Areas of focus include:
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Evaluating sustainability of existing and potential programs
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Conducting financial audits to identify areas of stress and develop areas of improvement
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Assessing and optimizing employee benefits
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Guiding community conversations to imagine new sources of revenue
Examples of Achievements
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Eliminated over $360,000 in debt in 30 months for a theatre in Maryland while elevating the salaries across the organization
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Transitioned a defined benefit retirement program into a defined contribution program, while reducing the existing obligation by over $1.3M (44% of the obligation) for a $9M non-profit
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Maintained strict budget control contributing to an annual surplus for 8 consecutive years (from $125,000 to $600,000) for a theatre in Washington, DC