Finance Transformation

A strong financial foundation is the bedrock of your business

We know that a strong financial foundation crucial to your business. That’s why we help you establish the financial infrastructure you need to build, shape and operate your business.

We provide financial process improvement, cash flow insights, budgeting/forecasting, and analytics so that you understand your performance and get a competitive advantage while making mission-critical decisions.

What we do

We develop transparent and insightful financial reporting helping you make informed business decisions.

Financial Process Improvement

– Document current finance processes
– Develop financial toolbox roadmap
– Streamline collections and payables processes
– Refine communication path and cadence

Cash Flow Insights with Key Metrics

– Develop 13- or 26- week cash flow model with insights
– Create and monitor liquid asset dashboard
– Align with budget
– Automate weekly cash dashboard
– Integrate cash metrics on leadership scorecards
– Develop strategic cash plan for use of debt

Budgeting/Forecasting

– Create goal-driven budget toll
– Solicit input from all functional areas
– Review monthly progress and analyze variances
– Solicit feedback from line-item owners on a monthly basis
– Communicate goals and performances to leadership
– Integrate KPIs into entrepreneurial operating system

Analytics/Dashboards

– Create weekly leadership dashboards
– Solicit input from all functional areas
– Develop financial metrics
– Create operational metrics from department heads
– Enhance reporting through visualizations
– Develop finance materials for board meetings
– Create investor relations reports