Board Reporting & $5M Resource Reallocation
Produced quarterly financial health reports for Stanford School of Medicine Board of Trustees, driving $5M reallocation to high-impact programs.
Problem
The School of Medicine needed clear, actionable financial reporting for the Board of Trustees to make strategic resource allocation decisions across academic and research programs.
Approach
Redesigned the reporting framework with performance dashboards and KPIs tailored for board-level consumption. Built risk analysis into quarterly packages to surface underperforming areas and high-impact investment opportunities.
Outcome
Drove $5M resource reallocation to high-impact programs. Increased financial transparency across units and established a repeatable reporting cadence for the Board.
Details
Created comprehensive quarterly financial health and risk reports for the Board of Trustees at Stanford University School of Medicine.
Re-engineered budgeting processes with performance dashboards and KPIs, increasing transparency across academic and research units.
Analysis directly informed resource allocation decisions, shifting $5M toward high-impact programs.