FP&A Resources

Browse our database of available consulting resources to find support for your next initiative.

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Brendan Lahey

Consultant

SKILLS & EXPERTISE

Bank Reconciliations Budgeting & Forecasting cash flow Close Process Management Cost Accounting Financial Reporting FP&A Inventory KPI Performance Management Mergers & Acquisitions Modeling Project Management

INDUSTRY EXPERIENCE

Automotive
Banking & Financial Services
Big 4/National Firm
Construction
Consumer Products
Energy
Manufacturing
Oil & Gas
Private Equity
Technology & Systems
Utilities

SYSTEM EXPERIENCE

Blackline
Hyperion
NetSuite
Power BI
QuickBooks
Workday
Xero

Executive

LEVEL

24+

YEARS OF EXPERIENCE

AVAILABILITY

Zachary Guzy

Chief Financial Officer

SKILLS & EXPERTISE

Audit Preparation Bank Reconciliations Budgeting & Forecasting Cash Flow Management Close Process Management Cost Accounting Financial Reporting FP&A KPI Performance Management Modeling

INDUSTRY EXPERIENCE

Big 4/National Firm
Consumer Products
Distribution
Manufacturing
Private Equity
Public Accounting
Retail & e-Commerce

SYSTEM EXPERIENCE

Concur
JD Edwards
Microsoft Dynamics
Oracle
PayCom
Power BI
SAP

Executive

LEVEL

24+

YEARS OF EXPERIENCE

AVAILABILITY

Brad Ramsey

Controller/Director of Finance

SKILLS & EXPERTISE

Budgeting & Forecasting Cash Flow Management Financial Reporting Fixed Assets FP&A KPI Performance Management Modeling System Implementation

INDUSTRY EXPERIENCE

Aviation
Healthcare
Logistics
Retail & e-Commerce
Technology & Systems
Transportation

SYSTEM EXPERIENCE

Access
Concur
Great Plains
Hyperion
JD Edwards
Microsoft Dynamics
NetSuite
Oracle
Power BI

Staff

LEVEL

20+

YEARS OF EXPERIENCE

AVAILABILITY

Biju Varnan

Finance Consultant

SKILLS & EXPERTISE

Budgeting & Forecasting FP&A Modeling Project Management

INDUSTRY EXPERIENCE

Banking & Financial Services
Hospitality
Retail & e-Commerce

SYSTEM EXPERIENCE

Hyperion
JD Edwards
NetSuite
Oracle
PeopleSoft
SQL
Tableau

Manager

LEVEL

25+

YEARS OF EXPERIENCE

AVAILABILITY

Michael Seay

Chief Operating Officer

SKILLS & EXPERTISE

Budgeting & Forecasting Cash Flow Management FP&A KPI Performance Management Mergers & Acquisitions Modeling Value Enhancement

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Consumer Products
Insurance
Manufacturing
Oil & Gas
Private Equity

SYSTEM EXPERIENCE

Executive

LEVEL

15+

YEARS OF EXPERIENCE

AVAILABILITY

Nicole Phelan

Senior Manager Consulting- Interim Leader

SKILLS & EXPERTISE

Audit Preparation Budgeting & Forecasting Cash Flow Management Close Process Management CPA Financial Reporting FP&A Mergers & Acquisitions Payroll

INDUSTRY EXPERIENCE

Business Services
Manufacturing
Public Accounting
Technology & Systems

SYSTEM EXPERIENCE

Microsoft Dynamics
NetSuite
Oracle

Manager

LEVEL

30+

YEARS OF EXPERIENCE

AVAILABILITY

Preeti Wadhwa

Sr. Director, Merchandising Business Systems and Transformation

SKILLS & EXPERTISE

Account Reconciliation Bank Reconciliations Budgeting & Forecasting Financial Reporting Fixed Assets FP&A Inventory KPI Performance Management Project Management Value Enhancement

INDUSTRY EXPERIENCE

Banking & Financial Services
Biotech & Pharmaceutical
Distribution
Logistics
Oil & Gas
Retail & e-Commerce
Technology & Systems

SYSTEM EXPERIENCE

ADP
Blackline
Concur
Hyperion
Oracle
Power BI
QuickBooks
SQL
Tableau

Director

LEVEL

18+

YEARS OF EXPERIENCE

AVAILABILITY