Nonprofit Financial Planning and Budget Management
Get Ahead of the Curve With Accurate & Dynamic Budgeting Tools.
Budget management built for mission-driven nonprofits
Spending too many or too few budgeted dollars has real consequences. JMT provides hands-on FP&A support across budgeting, forecasting, reporting, and grants, so your leadership can focus on strategy, not spreadsheets.
Talk to our nonprofit experts ›- Your budgets live in spreadsheets that only one person knows how to maintain
- Your financial reporting tools can't handle budget comparative and forecast reporting
- Your board receives financial reports that are hard to read or trust
- Grant tracking is disconnected from your operating budget
Four engagements that build on each other
Most organizations begin with one and grow into the rest. Start wherever your team is today.
FP&A Systems Implementation
Move off spreadsheets and into a planning environment configured for how your organization actually reports.
- Implementation kickoff and project plan
- System structure configured to your chart of accounts, dimensions, and hierarchies
- Up to five core planning models built, including operating budget, personnel, and revenue
- Up to two years of historical data migrated, tested, and validated
- Go-live deployment and a post-implementation support session, so your team takes the wheel with confidence
Fully Managed Annual Budgeting
JMT owns the annual budget process from kickoff through board approval, so your executive team can focus on the decisions instead of the mechanics.
- Budget kickoff meeting to set the timeline, methodology, and targets
- All fiscal year system administration handled for you
- Centralized personnel planning model with payroll drivers and allocation across grants and programs
- Employee roster import and aggregation of every departmental budget request
- Master operating budget model built and maintained by JMT
- Up to two draft review working sessions with your executive team
- One board-ready budget presentation package with summary dashboards and variance reports
Dynamic Reforecasting and Scenario Planning
A budget is out of date the moment it is approved. This keeps it alive and lets you see what is coming before it arrives.
- Year-to-date actuals extracted and reconciled into your planning environment
- Budget templates updated for structural changes, new grant awards, and adjustments
- One full reforecast plus up to two alternative what-if scenarios, such as a fifteen percent reduction in state funding
- Up to five revenue or expense drivers adjusted per scenario
- Up to two advisory working sessions to capture revised assumptions
- Executive variance package with visual dashboards comparing original budget, reforecast, and alternatives
Financial Literacy Training
Financial health is not only the finance team's job. This gives program and department leaders the ability to manage the budgets they own.
- Financial literacy needs assessment
- Training content customized to your organization, taught on your actual financial reports
- Up to three interactive workshops
- A Financial Literacy Resource Guide your team keeps and reuses for onboarding
Not sure where to start? Take our budgeting self-audit.
JMT will carefully review your budget process workflow, your donor and management reporting scenarios, and help identify the best preparation tools for your needs.
- Takes about 5 minutes to complete
- Covers budgeting, reporting, and systems
- Results in a personalized conversation with an expert
- No obligation, no sales pressure
Collaborative budgeting is a must for transparency and mission alignment
When every department head, program manager, and executive is working from the same numbers, organizations make faster, more confident decisions. Watch our short video to see what a modern nonprofit budgeting process looks like.
Watch the video ›The right platform depends on how your team already works
We implement and support three budgeting and planning platforms. Which one we recommend comes down to your team, your data, and what your reporting has to prove. Whichever you choose, the same JMT team handles the build, trains your staff, and stays with you long after go-live.
Martus
Collaborative cloud budgeting and reporting that non-finance staff can actually use. Quick to stand up and priced for nonprofits.
Vena
Excel stays your front end, with a governed central database, workflow, and approvals behind it. Built for serious modeling.
Sage Intacct Planning (SIP)
A straightforward budgeting layer that shares your Intacct account structure and dimensions. Actuals move over by manual sync.
Ready to bring order to your financial planning process?
Our nonprofit FP&A specialists work alongside your team to build the systems, reports, and processes your organization actually needs.
Contact our nonprofit experts ›