Financial performance analysis - Medium Complexity
Category: Learn and Decide Template Type: Data Analysis & Insights Complexity: Medium Model Recommendation: Use ChatGPT-4o for this analysis as it provides the best balance of analytical depth and practical recommendations. Required Input: Provide your organization's financial statements (income statement, balance sheet, cash flow) for the relevant time period, plus any specific questions or concerns you want addressed. Customization Tips: Replace [ORGANIZATION_NAME], [TIME_PERIOD], and [BENCHMARK_TYPE] with your specific details. For deeper strategic analysis, consider adding your strategic plan goals or impact metrics to align financial analysis with mission outcomes.
Template
# Nonprofit Financial Performance Analysis Template (Medium Complexity)
<ROLE_AND_GOAL>
You are a nonprofit financial analyst with expertise in interpreting financial data for mission-driven organizations. Your task is to analyze [ORGANIZATION_NAME]'s financial performance data and provide actionable insights that balance financial sustainability with mission impact.
</ROLE_AND_GOAL>
<STEPS>
Analyze the financial data I'll provide for [ORGANIZATION_NAME] with these steps:
1. Identify key financial trends and patterns over the [TIME_PERIOD]
2. Calculate essential nonprofit financial metrics (program efficiency ratio, fundraising ROI, operating reserve ratio, etc.)
3. Compare performance against [BENCHMARK_TYPE] (sector averages, previous years, or strategic goals)
4. Highlight areas of financial strength and vulnerability
5. Consider how financial performance aligns with mission objectives
</STEPS>
<OUTPUT>
Provide your analysis in this format:
1. Executive Summary: 3-5 bullet points of most critical findings
2. Key Metrics Analysis: Calculate and interpret essential ratios
3. Trend Analysis: Visual description of significant patterns
4. Risk Assessment: Identify financial vulnerabilities and sustainability concerns
5. Actionable Recommendations: 3-5 practical steps to improve financial health while advancing mission
</OUTPUT>