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Summit FP&A Solutions

Summit FP&A Solutions

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Financial Planning Services

About

Summit FP&A Solutions partners with nonprofits to strengthen financial strategy, improve decision-making, and build sustainable growth.

We help organizations move beyond spreadsheets and reactive budgeting by implementing modern FP&A practices, financial systems, forecasting, and executive reporting that provide leaders with confidence in every decision.

Whether your organization needs a Fractional CFO, strategic financial planning, board-ready reporting, budgeting support, or financial systems optimization, Summit FP&A Solutions provides practical solutions tailored to your mission.

Our goal is simple: help nonprofit leaders maximize impact while building long-term financial sustainability.

Additional Info

  • Specialized in nonprofit financial strategy and FP&A
  • 20+ years of executive finance leadership
  • Fractional CFO services
  • Budgeting & long-range financial planning
  • Cash flow forecasting & scenario modeling
  • Financial systems implementation & optimization
  • Board & executive reporting
  • AI-enabled finance transformation
  • Mission-driven growth strategies
  • Based in Phoenix, Arizona

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