Save 60-80% vs. full-time CFO
$120k-$320k annual savings
Specialized nonprofit expertise
Cristo Rey Network experience
Enhanced financial strategy
Improved decision-making
30-day implementation
Tangible and measure results
2009
49
Pasadena, California
Strategic financial leadership tailored to business goals
Specialized services to support mission and ensure transparency
Expert planning and preparation to maximize savings
Comprehensive solutions for organized, accurate finances
Expected 3:1 ROI within 5 years translates to $129,780 in value creation against the $43,260 investment.
Phased approach allows for course correction and risk assessment at each milestone.
Auxiliary will generate sustainable funding for patient care improvements and hospital equipment.
- $150 - $250 annual salary
- Benefits & overhead costs
- Fixed capacity
- Internal perspective only
- Long-term commitment
- $40k - $120k annual cost
- No benefits or overhead
- Scalable engagement
- External expertise & objectivity
- Flexible terms
High-level financial strategy rather than day-to-day tasks
External perspective and unbiased advice
Access to senior-level financial expertise
Scale services up or down based on needs
- Annual budgeting and forecasting
- Multi-year strategic financial planning
- Cash flow management and optimization
- Revenue diversification strategies
- Monthly board reporting packages
- Grant reporting and compliance
- Audit preparation and coordination
- Regulatory filing oversight
- Financial controls implementation
- Process improvement initiatives
- Technology optimization
- Team training and development
- Capital campaign financial planning
- Facility expansion analysis
- Endowment growth strategies
- Risk management assessment
Time Commitment: 2-3 days per month on average
Availability: On-call for urgent matters and board meetings
Reporting: Direct to President and Board of Directors
Base Salary: $200,000 - $400,000
Benefits (30%): $60,000 - $120,000
Total Annual Cost: $260,000 - $520,000
Annual Engagement: $60,000 - $120,000
No Benefits or Overhead: $0
Total Annual Cost: $60,000 - $120,000
Enhanced cash flow optimization could improve working capital by 10-15%
Better grant reporting and compliance reduces risk of funding loss
Data-driven decisions lead to more efficient resource allocation
- Monthly board dashboards with KPIs
- Real-time financial visibility
- Automated reporting processes
- Compliance-ready documentation
- 13-week rolling cash flow forecasts
- Improved payment timing
- Better vendor management
- Seasonal planning strategies
- Accurate annual budgets
- Variance analysis and alerts
- Department-level accountability
- Multi-year financial modeling
- Strengthened internal controls
- Audit readiness
- Compliance monitoring
- Financial risk assessment
- Capital planning analysis
- Fundraising financial support
- ROI measurement
- Investment strategy guidance
- Streamlined accounting processes
- Technology optimization
- Staff training and development
- Best practice implementation
Enhanced credibility with professional financial leadership and clear, actionable reporting
Improved financial transparency and stewardship builds stronger donor relationships
President and administration can focus on educational mission rather than financial details
24/7 access to senior financial expertise for critical decisions and crisis management
Staff development and institutional knowledge building through mentorship and training
Fresh insights and best practices from experience across multiple organizations
Understanding and respect for Jesuit educational values and Cristo Rey mission
Better financial stewardship enables greater investment in student programs and outcomes
Strategic financial planning ensures continued service to disadvantaged youth for generations
- Financial systems audit
- Process documentation review
- Stakeholder interviews
- Current state analysis
- Financial strategy development
- Reporting framework design
- Priority initiative identification
- Quick wins implementation
- Reporting template creation
- Dashboard implementation
- Process optimization
- Team training initiation
- First board report delivery
- Stakeholder feedback collection
- Ongoing service refinement
- Success metrics establishment
Financial close review, board report preparation, strategic planning sessions
Budget reviews, forecast updates, deep-dive analysis, board presentations
Budget development, audit coordination, strategic planning, compliance reviews
Specialized Knowledge: Deep understanding of nonprofit accounting, grant management, and compliance requirements
Educational Sector Focus: Experience working with schools and educational institutions
Mission Alignment: Passionate about supporting organizations that serve underserved communities
Leadership Excellence: Gil Pocker's decades of experience in tax strategy and business consulting
Comprehensive Credentials: MBA, BS Accounting, BSBA Finance, Enrolled Agent (EA)
Local Presence: Pasadena-based team understands Southern California nonprofit landscape
Collaborative Style: Work alongside your team, not as replacement
Knowledge Transfer: Build internal capacity while providing external expertise
Flexible Engagement: Scale services up or down based on your evolving needs
Technology Forward: Modern tools and systems to enhance efficiency
Best Practices: Cross-industry insights and proven methodologies
Growth Mindset: Support your long-term vision and strategic objectives
Specific items to draft proposal
Review initial proposal, discuss strategic fit, etc.
Receive detailed engagement letter with customized scope and pricing
Begin onboarding process with immediate impact initiatives
Board review and initial discussion
Discovery call and Q&A session
Finalize agreement and begin onboarding
Full implementation and first board report
We appreciate the opportunity to present our fractional CFO services to Verbum Dei Jesuit High School. We look forward to partnering with you to strengthen your financial foundation and support your mission of transforming young lives.
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