Finance Consulting
Enhance predictability & strategy to provide visibility, efficiency, and value
VISIBILITY & INSIGHT
Analysis, forecasting, and modeling needed to predict financial and operational outcomes.
Bottoms Up Budget Construction
Activity level build up by customer, vendor, headcount & spend type
Detailed Workforce Planning
Continuous tracking of headcount costs by product line, function, company, and country
Product & Service Line Margin
Multidimensional analysis & reporting of revenue & cost to drive the right decision making
Departmental Expense Build
Function by function build of workforce & vendor spend to deliver managers their piece of an organization’s budget
Three Statement Budgets
Integrated Profit & Loss, Balance Sheet, and Cash Flow budgets to plan beyond P&L
Executive-Level Presentation Support
Executive management communication utilizing clean tables, narratives, graphs, bridges & dashboards
Periodic Forecast Process
Cadenced forecasting driving predictability across any process or financial result
Align with Close Process & Reporting
Forecasting accuracy, timeliness & processes aligned with the close & reporting process
Product & Service-level Performance Analytics
Disaggregated forecasting down to product or service contribution margin levels
Departmental Expense Review & Reforecast
Department by department expense analysis & re-forecasting to inform expectations
Three Statement Model Forecasting
Forecasting profit & loss through the cash conversion cycle
Visibility into critical indicators of performance for timely decision making
Financial Deep Dive Analytics
Detailed analysis of multi-driver results to identify root causes & inform the right decision making
Performance Dashboarding
Dashboards aligning goals & drivers to metrics & baseline data inputs
Pricing & Erosion Analytics
Detailed analysis of contract & product pricing to identify margin erosion
Product & Service Margin Analytics
Detailed analysis of product & service revenues & costs to clearly identify profit-generating activities
Synergy, Savings Management & Analytics
Program management reporting & driving activity aligned to strategic goals
Working Capital & Cash Analytics
Detailed analysis of cash & working capital drivers impacting DSO, DPO and cash conversion
Developing and supporting standardized and relevant information at all levels of an organization
INFORMING
STRATEGY
Credible assessment, expertise, and communication to inform decision-making throughout the organization.
Long Term Planning
3-5 year, three-statement planning for long term vision casting
Assumption Drivers
Company, industry and market-specific assumption drivers
Functional Leadership Input
Individual functional leader input layering to provide accountability
Initiative Quantification & Optionality
Initiative layering to provide visibility through significant organization transitions
Pricing, erosion, product and service analytics, customer churn, and performance dashboarding aligned to strategic goals
Summary and detail-level cash flow forecasting, modelling to direct day-to-day and longer team operations
INTERIM MANAGEMENT
Interim leaders assume responsibilities, maintain control of key business functions, and lead strategic enhancements before transitioning the role to the future position holder.
Responsibilities:
- Manage short & long-term financial planning, forecasting, and strategy
- Manage treasury, finance, and accounting functions
- Manage cash sources, uses, and conversion of working capital
- Identify and qualify investment opportunities
- Inform Board, Executives, and Functional Leaders with financial analyses
ENHANCEMENTS:
- Real-time financial visibility
- Enhanced long-term financial planning
- Enhanced forecast accuracy
- Finance support for functional decision-makers
- Bottoms-up budget and actionable plan management
CIRCUMSTANCES:
- Cash flow & liquidity constraints
- Business turnaround
- Change of leadership or ownership
- Bridge resource need
- Sell-side preparation
- Value enhancement program management
- System conversion
Responsibilities:
- Manage and prepare financial planning
- Manage and prepare financial forecasting
- Inform financial strategy with consistent analysis and reporting
- Prepare financial analyses and reporting for Board, Executives, and functional leaders
ENHANCEMENTS:
- Focus on more information, better information, and faster visibility
- Enhanced accuracy of forecasts
- Finance support for functional decision-makers
- Bottoms-up budget and actionable plan management
- Cash flow visibility and forecasting (13wk/12mo) implementation
CIRCUMSTANCES:
- Key void in the organization
- Need for specific skills and expertise to overcome significant hurdle:
- Value Enhancement Program Management
- Change of Leadership
- Acquisition Integration
- Sell-Side Preparation
- System Conversion
Responsibilities:
- Prepare financial planning
- Prepare financial forecasting
- Manage consistent analysis and reporting
- Prepare financial analysis and reporting for finance and functional leaders
ENHANCEMENTS:
- Focus on more information, better information, and faster visibility
- Enhanced forecast accuracy
- Manage analysis requests for functional decision-makers
- Deliver actionable plan management
- Manage cash flow visibility and forecasting (13wk/12mo)
CIRCUMSTANCES:
- Key void in organization
- Need for specific skills and expertise to overcome significant hurdle:
- Value enhancement program management
- Change of leadership
- Acquisition integration
- Sell-side preparation
- System conversion
Project Leadership
Finance Case Studies
