Business Growth, Case Study, Cash Flow Planning, Financial Metrics, Financial Modeling, Key Performance Indicators, Own Your Numbers

Numbers Coach Helps Education Company Communicate Game Plan to Team Leaders

About The Company

Green Building Education Services (“GBES”) is a leading educational services firm that provides the number 1 LEED exam prep solution since 2007.  GBES has served over 150,000 customers with comprehensive solutions to help people advance their careers with the sustainability credentials.  Not only does GBES help its customers pass the LEED exam to get their credentials, but it also continues to support them with continuing education credits to keep their credentials active and relevant.  GBES also provides Well AP certification exam prep and continuing education.  (To learn more, visit the GBES Website at www.gbes.com)

The Situation

In 2020 the GBES team wanted to enhance understanding across the organization for their financial results.  They wanted to find a platform that could communicate the company’s key performance indicators (“KPI”) and help educate its team leaders on what drives the company’s financial results.  In addition, the GBES team wanted a road map that could guide them as they made financial decisions impacting their growth strategies.

The Solution: Numbers Coach Leadership and Numbers Navigator Services

The Numbers Coach’s financial leadership services were an ideal fit for GBES.  Numbers Coach Mike Iverson developed a financial scorecard to focus on the financial measurements that drive company profits and cash flow critical to sustained profitable growth.  The scorecard offers the GBES team an “at a glance” view of results. The Numbers Coach developed a financial model from its proprietary software, the Numbers NavigatorR .  The software provides a road map for the GBES team to see where they are positioned with profits and cash flow.  In addition, the software’s rolling financial forecast gives the GBES team a tool to make critical decisions and see where they are headed financially.

 Results

The Numbers Coach pulled together financial and non-financial data to complete a scorecard and financial model.  Each month, the Numbers Coach meets with the GBES team to methodically review results and provide the input and analysis from the Numbers NavigatorR software.  From the monthly financial coaching meetings, the GBES team has been able take actions on activities that improve the company’s bottom line results and get the team to all row in the same direction.

For more information on Green Building Education Services visit www.gbes.com

To learn more about the Numbers Coach services, click here

“Mike has become an important part of our team.  His approach to educating us on our financial results gives our team the right tools to help us understand how to navigate our finances successfully and stay focused on our financial goals.”  

Dean D’Angelo, President

Get started with The Numbers Navigator for your business today.