(215) 460-5652
mlentz@alumni.upenn.edu
Our team has worked and met onsite with many various constituencies. Key work products and deliverables are highlighted below. Our support is most often delivered in one of the following successful models:
Outsourced financial management for budget, audit, grant reporting, investments and other leadership functions a business manager performs supporting District operations by staff with CPAs.
Production of a multi-year budget forecast with scenario analysis to generate a course correction and avoid short and long-term deficits. With a path forward recommending new revenue streams and expenditure structures aligned to a strategic plan the school district leveraged to reduce reliance on taxes, diversify revenues and align expenditures leading to an upgraded Moody’s rating.
Procurement process documentation and day to day operational support to ensure federal, state and local compliance. Developed and implemented a fully functional government procurement function to support planned an unplanned purchases compliant with uniform grant guidance and 2 CFR 200.
Reconciliation and accounting transformation. Hands on consulting to ensure compliance with the implementation of Governmental Accounting Standards Board (GASB), pension plan accounting and served as management representative for the completion and filing of the audit.
Evaluation and deployment of a new ERP system linking financial, operational, human resources to improve efficiency. The project originated with LEAN process improvement, evaluated prospective ERP systems, and deployed a groundbreaking online program that not only was used for data but included integrated processes elimintating paper records and improving accountabiliity to government officials and taxpayers.
Strategic planning to ensure functional human resource department operations including specific measures to recruit, retain and support staff. Development of essential salary and benefit components for negotiations with various scenarios for labor negotiations.
Development of best practices for internal controls in a finance operation. Created a procedure manual specific to the organization structure and workflow.
Succession Planning to ensure internal staff were cross trained and a structure was created to support continuous operations.
Healthcare reform audit of plan to ensure compliance with recent regulations and improved efficiency in COBRA billing.
Led a team to review a national framework developed initially but the Gates Foundation to foster a collaborative approach to budgeting including root cause analysis, achievement gaps, goals, strategic planning and allocation of resources to maximize return on investment and measure performacne aligned to financial realities.
Reviewed key steps to ensure compliance with the expiration of ESSER funding. Developed and discussed a roadmap to ensure realistic financial forecasting and situational analysis to support academic needs.
Evaluated opportunities for implementation of articial intelligence and improved integration of workflows. Deployed low cost technology to improve automation of budgeting, payroll, accounts payables and accounts receivable.
Supported the turnover of the business manager. Developed short and long-term goals to stabilize the business office, improve efficiency in the outsourced payroll process.
Additional work to improve the long-term financial position included a benchmark of investments, accounts receivable process improvements and improved financial reporting to the operating committee and executive director.
A financial and operations consulting firm for education, special districts, and municipalities
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