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 serves as board treasurer for the Poughkeepsie Farm Project and as a board member for Community Family Development.  He also serves on the finance committee of Hudson River Sloop Clearwater.

 

 Phil Rosenbloom, Founder and Principal

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.

Shilpi Shah brings over 16 years of experience working with nonprofits, institutional and family foundations, and charitable entities in a consulting capacity. Shilpi is passionate about helping organizations make informed strategic and financial decisions using data to support their work. Shilpi currently owns SKS Consulting Services, and previously worked at Arabella Advisors, a philanthropic advisory firm, and the Nonprofit Finance Fund. Shilpi has an MBA from Columbia Business School and a BSE in Bioengineering from the University of Pennsylvania. Shilpi also serves on the Board of the Eye on India organization.

 

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.