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.
About the Name
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.