About Phil
Phil has extensive experience helping mission-focused organizations develop sound financial strategy. Through a combination of rigorous financial analysis and collaborative communication, he works with clients to develop data-grounded consensus around their financial health and plan proactively to address their needs.
He has worked with nonprofit clients across fields such as the arts, human services, and social justice advocacy - including start-ups as well as large institutions. He has also worked with philanthropic institutions to incorporate financial due diligence into their grantmaking practice, managed major technical assistance initiatives, and advised on the development and implementation of national data platforms for nonprofit assessment.
Phil developed his financial analysis and consulting skills as Manager of Advisory Services for Nonprofit Finance Fund’s New York Program, where he was responsible for leading customized financial consulting engagements and workshops, as well managing technical assistance initiatives and funder relationships.
Prior to Nonprofit Finance Fund, Phil served as Assistant Director of Payment Operations for The Conference on Jewish Material Claims Against Germany, an international nonprofit engaged in Holocaust reparations.
He holds a BA in Sociology from Oberlin College and an interdisciplinary MA from New York University.
Phil has served as board treasurer for the Poughkeepsie Farm Project and Community Family Development. He currently serves on the Dutchess County Advisory Commitee for Community Foundations of the Hudson Valley.
Phil Rosenbloom, Founder and Principal
Consulting Partners
Phil partners with team of experienced nonprofit consultants to provide our clients with deep expertise in consulting, lending and philanthropic advisory services.
Rebecca Thomas brings 15 years of experience advising nonprofits and their supporters on how to balance mission goals with business realities. She helps organizations plan for sustainability and navigate change. She collaborates with philanthropies to direct capital toward plans for health and resilience. Rebecca speaks nationally about how strong business models and capitalization support mission success, and she advocates for improvements in the way money flows to the sector. In her former role on the management team at Nonprofit Finance Fund (NFF), Rebecca led the national arts strategy, built a national consulting practice, and directed product development efforts. She is passionate about data, the arts and her young children.
Denise DeMaio brings over 20 years of experience supporting and educating nonprofit and philanthropic organizations to evaluate, plan for and monitor financial sustainability to this partnership. Denise is especially adept at helping nonprofit organizations of various sizes and sectors to articulate their long- and short-term goals and to translate them into financially sustainable strategic and business plans. She is known for her focus on practicality, efficiency and openness in her consulting engagements. Denise’s former roles include 11 years leading consulting engagement at KrasnePlows and 12 years leading consulting engagements and lending transactions for Nonprofit Finance Fund. She is a former board member and treasurer of Callen-Lorde Community Health Center. Denise is a life-long ballet dancer.
Jackie Baker uses systems design to break down complex challenges and her experience in nonprofit development and communications to craft holistic organizational strategies. Jackie has launched new initiatives from scratch, overhauled legacy business models, and helped organizations and individuals raise millions of dollars by telling clear, compelling, and data-driven stories. A trained financial strategist, she supports nonprofits with historical financial analyses, financial strategic planning, and building customized, drivers-based financial projection models. As former managing director of Bricolage, a Pittsburgh-based immersive theater, Jackie tripled the full-time staff and operating budget and steered two strategic plans, including via the Greater Pittsburgh Small Arts Capitalization Pilot program.
About the Name
In geologic terms, a tarn is a lake formed in an area excavated by a glacier. Lake Tear of the Clouds, the headwaters of the Hudson River, is such a lake.
Similarly, we see strategic financial planning as a venue for channeling the broad social, environmental, and macro-economic factors that drive mission. It is a time when mission-minded organizations can shape their own headwaters and determine how they can best be deployed to achieve the most impact downstream.