Financial
Management for the Future
You’re an educator, not a financial analyst, but
every teacher you hire and every book you buy
affects the financial future of your school. Does
your budget work for you?
Financial management in a Catholic school is more
than paying the bills, and budgeting is more
than cutting costs. A budget is a reflection of an
organization’s values, and it’s an investment plan
for the future. That’s right - a complete financial
analysis isn’t just a list of cost cuts. In fact, it
may even include recommendations for strategic
investment in certain key areas. It starts with a
detailed examination of key revenue streams such as
tuition and enrollment, fundraising for
operations, investment earnings and others. It looks
at major cost drivers, including salaries/benefits, administration/instruction
expenses, development costs and plant/capital
expense. And it measures the benchmarks that are
unique and important in a school.
SDG Advisors works with Catholic K-12 schools to
analyze their finances in a practical way that makes
sense. Our analysis examines all of your resources
and how you allocate those resources. We’ll give you
the financial information you need to make day to
day decisions, and we’ll make recommendations to
guide you in investing in your school’s future.
