Work with management and staff to gauge effectiveness of current system, systematically develop a model assessing alternatives, and guide the team through evaluation and selection of a new system.
Develop budgets to connect strategic objectives to operational realities.
Create and deliver reports to a variety of stakeholders that communicate the right information, language, timing. Reports delivered using traditional document delivery systems, web-delivery based on data in SQL, or dashboards leveraging the Microsoft Power BI.
Create cash flow forecasts to understand implications of alternative organizational structures or ventures.
Collaborate with our client to assess existing chart of accounts, evaluate alternative accounting systems, develop and execute migration plan to move to new accounting and financial reporting system.
Work with leadership and fundraising staff to aid in developing policy, stewardship plans, metrics and reporting.
Develop models to aid in assessing optimal pricing to obtain target profitability.
Inspire, coach and direct staff in finance, information services and facilities management.
Information Technology Management
Connect information across a variety of technology platforms to create efficiency and surface insights not available in any one context.
Pat worked with us to review and overhaul our accounting structure. His work is professional and meticulous. He readily responded to our questions throughout the process and even after the job was complete. We highly recommend Pat. (Charlene)
I would also recommend the services that Pat and the team at Plains Edge provided to our congregation. Your attention to detail and clear understanding of finance as well as proper reporting system to comply with CRA. Thanks for leading us through our restructuring. (Wilf)Charlene Turner and Wilf Sawatzky
Accounting Assistant and Treasurer
Steinbach Mennonite Church
Pat Martens is a professional committed to thoroughness and excellence. He brings experience and a first-class mind. My experience working with Pat on a couple of important projects; designing and implementing important strategic systems allowed me to experience his work ethic and acumen. I highly recommend Pat.Dr. David Rafeedie
Executive Pastor & Leadership Coach
Emmanuel Evangelical Free Church
Pat has been employed with us for the past 13 years. He has overseen the restructuring of our finance department in which we have experienced minimal disruptions. This has been a key change for us over the past dozen years which he has navigated successfully! He is a person of integrity, hardworking and has been faithful in his role as CFO.Dr. Rob Reimer
Steinbach Bible College
Pat has been working for us for a number of years. Each year I can be assured that his work will be accurate and easily clear the audit that our Board conducts. In his time with us, we have gone through 3 finance software transitions and we have never experienced any interruptions. His financial forecasts have been an essential tool as we have planned for our future as a school.Emery Plett
Steinbach Christian School
Pat presented an excellent seminar in my Missiological Issues class. He helped the students understand and explore Canadian non-profits and charities, and connected this topic in a practical way with their future ministries. Pat and his wife Judy also led the class through a session on personal finance and how it relates to faith and stewardship.Carl Loewen
Steinbach Bible College