WE ARE FINANCIAL ADVISORS LOCATED IN LOS ANGELES
Grow Financial is a team of financial professionals that serve as CFO’s & Controllers by overseeing some or all aspects of an organization’s finance’s, including accounting, regulatory, reporting, budget and forecasting, as well as internal controls. Grow’s goal is to help clients stay audit ready. Grow combines accounting, audit, operations, and strategy to deliver financial advice for sustainability and growth. For nearly 10 years Grow Financial has focused on providing financial services to organizations focused on the common good.
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Here are five questions that can help you evaluate whether your organization's current financial planning structure aligns with your strategic goals:
- Are the financial planning goals and targets aligned with the strategic objectives of the organization?
- Assess whether the financial planning structure supports the achievement of your strategic goals. Determine if the financial targets, such as revenue growth, profitability, or cost reduction, are directly linked to your organization’s strategic objectives.
- Does the financial planning process provide timely and accurate information for decision-making?
- Evaluate if your financial planning structure delivers relevant and up-to-date information to support effective decision-making. Consider the availability of financial reports, forecasting models, and budgeting tools that provide insights into the organization’s financial performance and help in evaluating strategic options.
- Is the allocation of financial resources consistent with the strategic priorities?
- Analyze whether the allocation of financial resources reflects the organization’s strategic priorities. Assess if the budgeting process adequately prioritizes investments, projects, or initiatives aligned with the strategic goals, ensuring that sufficient funds are allocated to critical areas.
- Does the financial planning structure facilitate flexibility and adaptation to changing circumstances?
- Determine if your financial planning structure allows for agility and adaptation in response to evolving market conditions or internal changes. Assess whether there are mechanisms in place to revise financial plans, reallocate resources, or make strategic adjustments when necessary to ensure the organization remains on track.
- Is there effective communication and collaboration between finance and other departments?
- Evaluate the level of collaboration and communication between the finance function and other departments within the organization. Assess whether there is a strong partnership between finance and strategic decision-makers to ensure financial planning integrates well with the overall strategic planning process.
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Location
Los Angeles, California 90026
Based Out Of
Los Angeles, California 90026
