top of page

Finance Strategy

Perform comprehensive assessment of general accounting practices to ensure all key revenue and cost items are entered accurately and reported on a consolidated basis and by business unit or product line.  In addition, provide Financial, Planning, & Analysis (FP&A) support to empower management teams to make data driven decisions while systematizing budgeting processes, ideally migrating from excel to specialized FP&A software.  Identifying key performance indicators, pulling structured data, and developing measurement tools is central towards leveraging business intelligence.  

Operational Efficiency

Conduct detailed revenue and cost trend analysis to identify opportunities to generate greater efficiencies.  This exercise is coupled with employee interviews at multiple levels to gain valuable context.


Assist management teams in conducting stakeholder analyses that help develop products and services to address customer needs.  As part of this impactful exercise, assist in estimating capital requirements and return on investment.

bottom of page