Shreya Gupta : Beyond the Balance Sheet: Finding Purpose in Faith-Based Finance
The most profound surprise has been discovering the direct, palpable link between rigorous financial planning and effective community service. In business school, we talk about maximizing shareholder value; here, the goal is maximizing human and community impact. I’m learning that ethical decision making and data driven choices are the core of faith-based finance, ensuring that every dollar spent helps programs serve more people effectively, from social justice initiatives to educational support. My supervisor has challenged me to not just track the accuracy of my analysis, but to actively reflect on how that analysis supports the overarching mission.
Beyond the numbers, my role is proving to be an intense lesson in communication and collaboration. A core part of my fellowship involves learning how to translate complex financial concepts and reports to non-finance staff; the people who are on the front lines of community service. This requires adding context and empathy to the data, which is a skill I wouldn't typically hone in a traditional finance internship. I hope to contribute by not just providing accurate data, but by making that data a clear, accessible tool for our non-finance colleagues. My goal is to bridge the gap between financial strategy and community action, empowering every ministry to make the most informed and impactful decisions possible.
Looking ahead, I am eager to contribute to the Diocese of San Jose by developing analytical skills related to Key Performance Indicators (KPIs) and investigating how modern tools, like AI, could help review performance trends to enhance efficiency and reach. This fellowship is a unique opportunity to see how the business acumen I’m developing can be the essential foundation for building a resilient and ethical community. I have learned that sound finance is not the goal, but the powerful tool that truly enables us to serve and support our community.