Practice Areas

Higher Education Financial Consulting

Find experienced higher ed financial leaders who help you answer difficult questions, fill leadership gaps, and keep critical work moving forward.
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Your institution’s financial needs can change quickly.

A difficult financial question can require analysis from an outside eye with fresh perspective. A CFO or Controller can leave before you have chosen a successor. Or your business office can simply have more work than the existing team can cover.

CFO Colleague offers three different ways to support your institution.

Clear Sight Analysis Projects

Get a clear answer to a pressing financial question.
Work alongside an experienced higher ed CFO or Controller to address your most urgent challenges. Understand what is driving financial pressure, test what could change, and support your recommendations with evidence.
Analysis projects can include:
Marginal Revenue Analysis
Administrative Service Assessment
Institutional Health Assessment
Five-Year Forecast Model
Dining and Auxiliary Optimization
Explore Financial Analysis Projects

Interim Leadership

Strengthen your business office while you choose the right permanent leader.
An experienced higher ed CFO or Controller steps in to lead your business office during the search. Your interim can guide financial decisions, strengthen practices and processes, and give your next permanent hire a stronger starting point.
CFO Colleague can also tap its network of vetted candidates to help with the search for your permanent replacement.
Explore Interim Leadership

Gap Staffing

Source experienced staff for your team without adding a full-time position.
Bring in a higher ed finance professional for the hours, functions, or period your team needs. Get help with accounting, payroll, reconciliations, audit prep, reporting, specialized analyses, and other work that needs to keep moving.
Support can cover a few hours each week, several months, or specialized work at particular points in the year.
Explore Gap Staffing

Hear From Our Colleagues

“
We had concluded that our next step was to wind down operations and sell off our campus. The fact that we are still here is a testimony to CFO Colleague's work on our behalf.
Today, we have a good grasp of where we are headed, thanks to the forecasting model that he provided and are addressing the primary issues that caused the crisis in the first place.
President, Private College (US)

Who We’ve Helped

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Start with six free financial analysis tools.

Explore six free higher ed tools covering forecasting, sustainability, enrollment, program viability, audit readiness, and other financial planning questions. Use them to test assumptions and surface questions for your financial leadership team.
Explore Free Financial Analysis Tools

Find support for your most urgent financial challenges.

Whether you need to answer a difficult financial question, fill a leadership vacancy, or give an overloaded team more capacity, we’re here to help. Tell us what’s happening at your institution, we’ll work with you to identify the type and level of support that fits.
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