Areas of Practice
Over the past two decades, the O.R. has developed proprietary tools and a unique approach to our work. We use systems and methods that have demonstrated success, but also approach every engagement with a fresh eye. We always strive to foster a strong sense of teamwork with our client partners. the O.R. can provide top to bottom line turnaround from revenue, product, organizational and fiscal optimization. Service areas we specialize in include:
finance
Accounting systems selection, design and integration with database and other management software
Financial operations and budgeting systems evaluation, build-outs and implementation
Banking, bookkeeping and account reconciliation
Budgeting, forecasting and financial modeling, including business plans and risk assessment
Strategic financial planning
Resource management
Financial reporting to boards, financial institutions, government agencies, and foundations
Audit preparation and tax filing
Staff training in financial reports and budgeting
Performance analysis and visual representations like dashboards
Completion of state and federal Indirect Cost Rate proposals and reconciliations
campaign finance compliance & reporting
Compilation of financial statements and reports of Federal activity for political and social advocacy organizations
Advise a variety of state and local initiatives on specific non-federal filing guidance
Support each stage of the organizational life cycle from inception to sunset
Enhance existing organizational structure to optimize political engagement and meet strategic goals
organizational management
Acting Executive role fulfillment: CFO, CEO, COO, GM, or Executive Director
Operating plan development and assessment
Reorganization recommendations
Enterprise resource planning systems: selection and implementation
Bottom line growth via sustainability initiatives: business model/ROI driven sustainability plan development that will improve overall operational performance
Negotiations with financial institutions, benefits providers, vendors, etc. on behalf of the client
human resources
Personnel benefits planning and management
Benefits package design including retirement plan, comprehensive health insurance, flexible spending accounts, transportation, etc.
Employee policy and procedures set-up
Onboarding and closeout of staff
grants management
Financial reporting on grants portfolios
Resource and grants management including OMB Circulars A-110, A-122, and A-133 compliance
office & it environments
Assist clients who are relocating or expanding to select, build-out and get into office space
Provide guidance in the selection of realtors, architects, engineers, interior designers, contractors, and vendors
Negotiate the most favorable lease and tenant improvement terms
Attend and participate in meetings with the owner and service providers concerning space requirements, design considerations, cost-containment strategies, energy efficiency considerations, and any special requirements
Ensure that contractors secure necessary governmental permits or approvals
High-level management of infrastructure and network vendors including web, phone, security of office and data, file management
Oversight of technology build-outs and migration, including cloud environments
Database, application, and operational system selection
communications
Coordinate website development and upgrades
Brand and messaging architecture
Social media metrics