While the emphasis of each client relationship will vary according to the specific institution’s needs, Associates' services include such critical areas as:
· Finance Department staff evaluation and development
· "Interim" Financial management
· Customized assistance to new as well as current Presidents in evaluation of institutional financial strengths & weaknesses
· Customized development of appropriate financial and benchmark operating ratios for use in internal management as well as peer group comparison
· Resolution of fiscal issues affecting academic accreditation / D.O.E. compliance
· Budgeting and long-range financial planning
· Cost analysis of academic and other programs
· Identification of operational areas for improvement
· Generation of operational cost savings, improved earnings and efficiencies
· Improved / customized Internal financial reporting
· Financial presentations and communications for the Administration, Trustees, Staff/Faculty
· Cash flow management and projections
· Treasury and investment management & monitoring
· Borrowing and debt structure
· Integration of fundraising revenue / expenditure flows into general institutional operating cash flows & capital projects
· Analysis of allocation of resources such as faculty, operating expenditures, endowments, plant and equipment
· Evaluation of and negotiation for Presidential and Administration compensation
· Evaluation of financial aid management
· Evaluation fees and management of relations with banks and other financial institutions
· Evaluation of enrollment and tuition management
· Planning and development in expansion of academic programs to international campuses and affiliated institutions
