Example of What You'll Get
A clear picture,
on one screen.
No dense spreadsheets, just where you are and what's coming.
A sample dashboard. Yours uses your real numbers.
I'm the nonprofit finance lead you call when a decision needs real numbers behind it, without adding a full-time hire.
I build your budget plan grant by grant and month by month, so you know where the money to support your mission is coming from.
Monthly budget vs. actual reviews, a rolling forecast, and numbers you can hand to funders. The finance lead you don't have on staff.
A finance question came up and you need some extra support to get to the right answer.
No dense spreadsheets, just where you are and what's coming.
A sample dashboard. Yours uses your real numbers.
Kara has 10+ years in financial planning for nonprofits and high-growth companies. She built financial models supporting $100M+ in annual revenue at charity: water, and managed 15 grant-funded revenue streams at the NYC Department of Health. She's also led forecasting at Rent the Runway and holds an NYU Stern MBA.
She started Margin & Forecast because too many nonprofits make big decisions without a real financial picture, and that shouldn't take a full-time hire to fix.
Kara helped us strengthen our budgeting and forecasting, develop practical financial tools, and bring greater clarity to coordination between our U.S. organization and our partner organization in Ethiopia.
Her guidance made complex financial processes feel clear, practical, and manageable—and gave us greater confidence in the foundation we are building for our next stage of growth.
Tell me about your organization and what you're trying to figure out. I'll set up a free 20-minute call.
Expect a reply within one business day.