Our Services

Our Services

Finance Strategy & Solutions partners with units to expertly manage their financial functions and supervise all finance personnel, allowing them to focus resources and efforts on their direct mission and goals. 

 

We pride ourselves on offering excellent and professional expertise, adding value to the University in any way we can, and making an impact on the success of our campus community. We take great honor in the work that we do to further the mission of the University while stewarding its resources responsibly. 

A list of our services includes:

  • Managing the daily financial activities of a unit following internal and external policies, procedures, and regulations which ensures institutional compliance.
  • Ensuring proper internal controls are in place and monitoring the unit’s financial health while driving corrective measures.
  • Helping to identify risks and opportunities to help an organization achieve both it's short and long-term strategy and goals. 
  • Providing financial expertise and advice to help decision-making, including scenario planning, market trend analysis, and forecasting.
  • Financial reporting and analysis to determine pricing, resource allocation, cost optimization, and expected revenue at various levels of complexity.
  • Preparation and interpretation of budgets and financial information on behalf of the unit. 
  • Managing cost and managerial accounting systems, taxes, and cash flow as needed.
  • Performing daily transactions and tracking of any necessary financial activity including the payment of obligations, collection of revenue, purchasing, procurement, asset management, and other responsibilities. 
  • Managing finances for grants, contracts, leases, capital projects, utilities, renovations, inventory, and other projects.
  • Ensuring employees are paid timely and correctly, helping the unit plan for workforce needs, and tracking compensation goals.
  • Performing all necessary financial review activities like travel compliance, monthly reconciliation, cash handling, and fund management.
  • Preparing unit financial reports such as Profit/Loss statements, budget to actuals, balance sheets, and other internal and external reports to ensure the unit knows its position and to increase transparency. 
  • Managing a unit’s internal revenue sources like endowments, gifts, scholarships, awards, and bursars.
  • Supervising all finance personnel to ensure proper training and maintain consistency in processes, performance, feedback, and compensation.

Interested in partnering with us?