Nonprofit Financial Planning and Budget Management

Get Ahead of the Curve With Accurate & Dynamic Budgeting Tools.

Financial Planning & Analysis

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.

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Does any of this sound familiar?

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

Fractional FP&A

Senior nonprofit finance expertise, without the cost or commitment of a full-time hire.

What we do

Comprehensive FP&A services, tailored to your size and stage

Select a category below to explore the services available within each area.

Fully managed annual budgeting

End-to-end ownership of your operating budget from kickoff through Board approval.

Dynamic reforecasting & scenario planning

Mid-year course corrections with "what-if" modeling for leadership decisions.

Multiyear strategic forecasting

3-to-5-year rolling financial models tied to your executive vision.

Cost allocation & program costing

Know the true, fully loaded cost of each program and grant.

Capital planning

3-to-5-year capital expenditure forecasting integrated with your operating budget.

Cash flow reporting & forward forecasting

Rolling cash forecasts with monthly runway dashboards and liquidity alerts.

Balance sheet reporting & working capital analysis

Quarterly net asset health reports and liquidity ratio tracking.

Statement of activities (advanced analytics)

Multi-dimensional trend analysis via Power BI, by program, department, and fund.

Functional expenses compliance reporting

Automated IRS Form 990-aligned reporting with overhead transparency.

Revenue diversification analysis

Concentration risk assessment and scenario modeling across funding streams.

Program & departmental reporting

Standardized reports and dashboards designed for program managers, not just finance staff.

Executive and board reporting

Quarterly board packages with visual dashboards and financial narrative commentary.

FP&A systems assessment & gap analysis

Audit your current tools and workflows, then get a prioritized improvement roadmap.

FP&A systems implementation

End-to-end configuration of your planning environment with data migration and go-live support.

Data quality assurance & reporting

Automated validation rules and exception dashboards to protect data integrity.

Systems & data integrations

Automated data flow between your ERP, planning tools, and payroll systems.

Process design & automation

Eliminate manual workflows with optimized, automated financial processes.

Finance governance design

Policies, roles, and decision rights that strengthen internal controls and accountability.

Systems & financial literacy training

Role-based training for finance staff and non-finance program leaders alike.

Embedded FP&A staff augmentation

Dedicated fractional FP&A support during transitions, growth periods, or capacity gaps.

Ad hoc analysis

On-demand financial modeling and analysis for emerging strategic questions.

Grant budgeting

Detailed, funder-compliant grant budgets with proper cost allocation and program alignment.

Grant compliance & reporting

Ongoing expenditure tracking, periodic reporting, and a compliance dashboard for active grants.

Assess your current state

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

Take the budgeting self-audit ›

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 ›

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 ›