About Us
Our mission, vision, and values drive everything we do. Meet the team behind it all and see how we can help.
Explore Our Values
Discover what drives us! Explore our core principles and see how we bring creativity, integrity, and innovation to every project.
We provide our services in an inclusive and accessible manner. We work to address systemic barriers, particularly for underinvested communities, and to cultivate teams that reflect those we serve.
We design straightforward, replicable processes that emphasize clarity and timeliness, leveraging contemporary tools to ensure enduring organizational strength.
We uphold courtesy, open communication, and reliable follow-through, expecting the same from our partners.
We act as trusted partners by communicating openly, honoring commitments, and safeguarding financial data with robust protections. Our work is grounded in honesty, confidentiality, and reliability.
We keep our services accessible by setting fair rates and leveraging philanthropic support, while ensuring the ongoing viability of our enterprise for the benefit of all.
Mission
Shared Financial Services strengthens small and midsized nonprofits by providing support to build financial literacy, make data-informed decisions, and engage in clear financial storytelling.
Vision
We envision a future where nonprofits thrive by leveraging consistent, accessible financial insights to navigate challenges, inform strategic choices, and sustain the resources needed for lasting impact. As these organizations grow stronger and more resilient, Southwestern PA will benefit from a community of vibrant, agile, and collaborative nonprofit organizations that effectively utilize financial resources and maximize their impact on the community.
TESTIMONIALS
What Our Clients Have to Say...
Even in the early stages of our partnership, Shared Financial Services has made a meaningful impact on our organization and improved our financial systems. Their team brought clarity and confidence to our financial processes—guiding us through reporting requirements and helping us strengthen our internal systems. As a small nonprofit, having a knowledgeable partner who understands what questions to ask—and when—has been invaluable. With their expertise, our team is able to stay focused on what matters most: supporting artists and communities across our region.
Sallyann Kluz
Executive Director at Shiftworks
Meet the Team
We’re a group of dedicated professionals committed to providing reliable, innovative, and client-focused financial solutions. With a strong emphasis on collaboration and expertise, we work to support your financial goals and help your business thrive.
Stewart Urist
Program Director
Stewart Urist
Program Director
Aurora Smith
Chief Financial Officer
Aurora Smith
Chief Financial Officer
Ever Capps
Finance Manager
Ever Capps
Finance Manager
Scott Hughes
Finance Manager
Scott Hughes
Finance Manager
Terri Harrell
Finance Associate
Terri Harrell
Finance Associate
Zainab Sheriff
Finance Associate
Zainab Sheriff
Finance Associate
Meet Our Sponsor
New Sun Rising works to improve the health and effectiveness of nonprofits, social enterprises, and collaboratives through three primary services: capacity building, accessible funding, and data advocacy.
