We help CFOs and finance leaders at $50M–$2B revenue firms reduce forecast error, streamline FP&A operations, and de‑risk compliance. 30 minutes — actionable next steps, no sales pitch.
Aggregated client outcomes; independent verification available upon request.
CFOs, VPs/Heads of Finance at mid‑market and enterprise firms facing scaling challenges, forecast volatility, audit & compliance risk, and cash‑flow pressure.
A focused executive conversation to identify drivers, uncover quick wins, and outline next steps.
Rapid assessment of forecast drivers, data quality, and control maturity.
3 prioritized actions to move metrics in 30–60 days.
Clear options: advisory sprint, implementation, or in‑house enablement.
Top‑down and bottom‑up models, scenario design, sensitivity testing, and driver visibility.
Close calendar, variance analytics, and self‑serve dashboards for business partners.
Short‑term cash forecasting, hedging policy support, and liquidity playbooks.
SOX readiness, audit liaison, reconciliations, and automated approvals.
Clarity first. Executive and operational views with consistent color, labels, and context. Click to enlarge.
Concise outcomes and metrics. Full details available under NDA.
Ex‑CFOs and Big 4 alumni with deep FP&A, treasury, and controls expertise.
Ex‑Big 4, ex‑CFO SaaS
FP&A Ops Architect
Controls & Compliance
A low‑friction path from conversation to outcomes.
Choose a time that suits you; we’ll sign NDA on request.
We map drivers, data, and decisions in 30 minutes.
Receive an actionable plan with near‑term wins and ROI.
We’ll send a short confirmation and optional pre‑read to maximize value. Corporate email required.
We maintain strict confidentiality and can execute your NDA in advance.
We execute mutual NDAs on request and limit access to a need‑to‑know basis. Client data is never shared and all artifacts can be returned or deleted post‑engagement.
Yes. The 30‑minute session focuses on your context and identifies quick wins. If there’s a fit, we propose next steps—no pressure.
A short note on your primary challenge and, if possible, one recent management or board pack. That’s enough to make the session productive.
Software/SaaS, industrials, healthcare, and logistics. We tailor methods to your business model and data landscape.
