University of North Carolina at Charlotte Goes Live on Whitebirch Pro Multi-Year Planning for Higher Education

Friday, January 26, 2018

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Ayesha Mays
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University of North Carolina at Charlotte Goes Live on Whitebirch Pro Multi-Year Planning for Higher Education

PHILADELPHIA – January 26, 2018:  PFM announced the University of North Carolina at Charlotte (UNCC) is now live on Whitebirch Pro. The University uses the platform to evaluate operating impacts of important strategic areas of the institution including tuition, student fees, auxiliaries and compensation. Additionally, they have built a significant number of capital projects to understand the impacts on GAAP-based statements. UNCC also shares a five-year forecast of the financial statements with the system office for a Debt Capacity Study.

Whtebirch Pro Multi-Year Planning for Higher Education is a financial modeling solution that quickly delivers to CFOs, Finance Directors, and their Boards the ability to isolate and analyze threats and opportunities in their financial future.

  • Delivered in the Cloud – no hardware or software to maintain
  • Built for Collaboration – version control issues are completely eliminated
  • Best Practice Approach – leverages PFM’s long history helping higher education institutions solve budget and finance challenges


About PFM Solutions:

PFM Solutions LLC focuses exclusively on developing and delivering bestofbreed financial modeling technology and services to public and private markets. Our professionals have a 10year track record of helping clients with mission critical decisionmaking.​ For more information about the Whitebirch Multi-Year Planning for Higher Education solution, contact Sunny Chun or visit Whitebirch Software.

About PFM
At PFM, over 600 employees - asset managers, financial advisors and consultants - partner with clients in every region of the country to transform their world. We combine superior financial advice, disciplined management and ingenuity to build, power, move, and educate.

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.

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