Financial Modeling & Consulting

Take the "Numb" Out
​of the Numbers

Mission & Data's acclaimed financial model elucidates the details and trends locked in spreadsheets and visualizes the organization's financial picture in a way that all leaders and trustees can engage. The tool enables sensitivity analysis and scenario planning promoting future sustainability.  Dynamic five-year projections of key performance indicators support proactive and strategic decisions.   ​

Mission & Data guides your senior leadership team, finance committee, and board of trustees to tackle strategic questions during the budgeting process. Testing assumptions and considering potential modeling outcomes refines the process.  We help leaders and trustees meet their obligations as fiduciaries of the organization while cultivating the financial capacity for the organization to live its mission.

Financial Model Includes

  • Dynamic scenario-based budget modeling 
  • Key Performance Indicator (KPI) visualizations
  • Five-year projection for monthly cash flow and liquidity position 
  • Dynamic five-year projections with visualizations for revenue, expense and surplus/deficit