Client Spotlight

“Our key goal when looking for a financial partner was to find a way to manage school finances outside the Archdiocese internal accounting program, but use an organization that was professional, affordable, and understood our mission. That is were St. Joseph Financial Services came in!”

Kevin Powers, Managing Director, School Finance and Patrons Program,
Big Shoulders Fund:

The relationship with St JFS started after Big Shoulders Fund entered into a 10 year agreement with the Archdiocese of Chicago for us to have a strategic partnership and operations of 30 schools, roughly a $70 million investment from our end. It allows us to be more nimble and have a long term view of these schools instead of them being on the brink of closing each year.

St Joseph has been great to work with. The staff is very passionate and mission driven, which is a great connection with my role supporting Catholic schools. I am able to connect with them at any time when necessary, and they are always very quick to respond to questions and concerns. St Joseph is also very proactive and identifying potential areas of concern and bringing it to our attention.

St Joseph has come out to Chicago multiple times to help with onboarding and the transition of our team partnering with their organization. On top of weekly phone calls with their team, I am able to connect with them at any time when necessary very quick to respond to questions and concerns. St Joseph is also very proactive and identifying potential areas of concern and bringing it to our attention.

The leadership at St JFS is very strong and really understands the importance of Catholic schools. It’s nice to work with people who are passionate about catholic education. It’s also amazing to have many of the staff at St Joseph have their children enrolled at Catholic schools – it shows a great alignment and a commitment to the future of Catholic education.

“I love the STJFS solution. With STJFS I am developing as a professional as they have provided guidance in the areas where I needed support.”

Queen of Apostles Principal

“STJFS not only ensured accurate and timely monthly close with high-level financial statements and forecasts, their coaching supported the principals in taking control of their Finance Council meetings by leading critical conversations and making strategic decisions anchored in the stewardship of the school”

Department of Schools, Diocese of San Jose


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