Finance Planning & Analysis

Mission Statement

The mission of the Financial Planning & Analysis group (FP&A) is to offer a comprehensive financial plan for the entire church organization under the leadership of the Bishop of Orange.

General Description –

Formulating practical strategies, procedures and work product that will enable each department and Diocese’s entities to achieve its short-term and long-range financial goals and objectives.

Who We Serve –

The Parishes, Schools and Pastoral Center of the Diocese of Orange

What We Provide –

  • Pastoral Center budget development and actual/budget/forecast.
  • Banking and cash management strategies. Maintain long-range liquidity forecast.
  • Assist Parish & School in managing budgets throughout the year, annual fiscal reporting and other financial requirements.
  • Consultation tailored to individual parish needs in financial and budgetary stress.
  • Underwrite parish loans. Work with parishes to ensure satisfaction of debt obligations.
  • Capital Improvement/Construction Process/Financing Request. Develop policy and procedures.