Lisa Gaffney

Lisa helps organizations gain the operating agility, financial acumen, and resources to build strong programs and businesses. Lisa specializes in organizational strategy and business planning, financial management and credit analysis, and market research. Her areas of expertise include: FINANCIAL ANALYSIS & MANAGEMENT | ORGANIZATIONAL PLANNING: Assessment of organizations, including current and prospective financial position, programs/products, market landscape, and team dynamics. Strategic and business planning, including capacity building and implementation CLIENT RELATIONSHIP DEVELOPMENT: Relationship management, group facilitation, and proposal writing NONPROFIT OPERATIONS: Strategy, program and financial management, development, and board service INVESTMENT MANAGEMENT | CREDIT ANALYSIS: Investment recommendations and portfolio strategy, including financial modeling, due diligence, enterprise and securities valuation, and loan agreement and bond indenture review