Our Services & Expertise

Financial Planning & Analysis

 

We bring seasoned FP&A Professionals to help you better understand your business and give you the information you need to make decisions and manage your organization.

  • Cash Forecasting & Cash Management

  • Budgeting, Forecasting, and Planning

  • Financial Modeling

  • Management Reporting, KPIs, & Measurement Systems Enhancement

  • Ad Hoc Analysis

  • Startup/Growth F&A and Data Analytics

Interim Finance & Accounting Leadership

 

Our professionals are business leaders first and foremost who work to maximize accounting and finance groups’ contributions to larger organizational needs. Whether you need someone to lead your F&A organization or fill a key role in your existing organization, we are here to help.

  • Interim FP&A Managers and Directors

  • Interim Assistant Controllers and Controllers

  • Interim CFO or CAO

Cost & Efficiency

 

We analyze your company’s organizational structure, cost structure, and key business processes to identify opportunities to reduce costs and gain efficiencies.

  • Spend Analysis & Optimization

  • Strategic Sourcing

  • Process Improvement

  • Internal/External Benchmarking

  • Working Capital Improvement

Revenue/Growth

 

Providing analysis to help you accelerate growth by identifying/removing growth constraints and empowering sales & marketing functions to more effectively grow revenue. We also help startups or rapidly growing companies to setup and scale their finance, accounting, and data analytics functions.

  • Growth Acceleration Analysis

  • Sales/Marketing Performance Analysis

  • Customer Profitability and Segmentation Analysis

  • Startup/Growth F&A and Data Analytics

Merger Integration

 

Effective Merger Integration planning and execution are imperative for M&A to create shareholder value and to develop the optimal combined organization. We help companies strategically plan for and manage the merger/acquisition process to ensure seamless integration and maximum synergy attainment.

  • Integration Management Office or Functional Workstream Leadership

  • Day 1 and Day 100 Planning

  • Synergy Valuation and Reporting

  • Divestiture / Carveout

Systems Design & Implementation

 

Ensuring your business systems enable your business processes and generate the reporting you need is critical to maximizing organizational performance. We integrate directly with your internal project teams to make sure you choose the right system to meet your businesses needs, that it is designed appropriately, and that it is implemented on time, on budget, and with the functionality you intended.

  • Project Management

  • Business Requirements and System Design

  • Software Selection and Criteria Scoring

  • Training, Change Management, and Post-Go-Live Support