Analysis Projects for Higher Education Financial Planning
A Clear Sight Analysis Project helps you answer a specific financial question with an experienced higher ed professional. We work alongside your team to build a model or assessment that shows where you stand and what could change. Depending on what your institution needs, your analysis project can include…
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Institutional Health Assessment
How financially healthy is your institution, and how fast can you find out? Like a checkup at the doctor's office, get a view of your vitals and quickly identify any areas of concern. Then, find practical steps that start to restore your institution to financial health.
Comp4Cast: A Five-Year Forecast Model
How do today's decisions impact future results? Test how changes in enrollment, tuition, and room and board could affect your finances over the next five years. See the projected effects on revenue, expenses, and cash before committing to a plan.
Marginal Revenue Analysis
What does it cost to teach a class? To provide a major or program? Using actual billed net tuition revenue and faculty compensation, our marginal revenue analysis shows how each course and program contributes to your institution's finances
Administrative Service Assessment
How is the non-academic side of the house operating? You'll receive insights on what's in the way, practical recommendations to move forward, and a follow-up visit to stay on target.
Dining Optimization
Assess dining and other auxiliary operations to understand their financial performance and identify opportunities for improvement. These focused, intensive engagements usually last one to two months.
Not sure which analysis project you need?
Schedule a call and tell us what’s happening at your institution. We’ll help you identify what can best answer your questions and inform your next decision.
Non-traditional student programs are the more challenging revenue streams to accurately predict. The CFO Colleague model is the first one we have found that provides a reasonable basis to forecast and track this dynamic population. The process has given us confidence in budget creation and provided a reliable management tool to identify program trends and economic viability.
Gene De Young
VP for Finance & Administration, Northwest Christian University (OR)
Download our complete suite of higher ed financial analysis tools for FREE.
If your team is trying to understand what’s driving financial pressure, these tools can help you start sorting the symptoms. They cover forecasting, sustainability, enrollment, program viability, and audit readiness, helping you test assumptions and surface questions for your financial team.
