KPI Performance Management Resources

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

Andrea Harper

Controller

SKILLS & EXPERTISE

INDUSTRY EXPERIENCE

Business Services
Construction
Consumer Products
Distribution
Manufacturing
Private Equity
Public Accounting

SYSTEM EXPERIENCE

Great Plains
Hyperion
MS Dynamics
NetSuite
Power BI
QuickBooks
Sage Intacct
SQL

Manager

LEVEL

YEARS OF EXPERIENCE

AVAILABILITY

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

Denis Clark

Accounting Manager

SKILLS & EXPERTISE

Account Reconciliation Audit Preparation Budgeting & Forecasting Cash Flow Management Close Process Management Financial Reporting KPI Performance Management Mergers & Acquisitions Modeling Payroll Project Management Property Accounting System Implementation

INDUSTRY EXPERIENCE

Business Services
Energy
Logistics
Manufacturing
Non-Profit
Oil & Gas
Real Estate

SYSTEM EXPERIENCE

Concur
Hyperion
Oracle
QuickBooks

Staff

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

Stephen Cox

Chief Financial Officer

SKILLS & EXPERTISE

Audit Preparation Budgeting & Forecasting Cash Flow Management Close Process Management Financial Reporting Fixed Assets KPI Performance Management Mergers & Acquisitions Modeling Payroll Project Management Property Accounting

INDUSTRY EXPERIENCE

Aerospace Manufacturing
Biotech & Pharmaceutical
Business Services
Construction
Energy
Logistics
Oil & Gas
Private Equity
Real Estate
Retail & e-Commerce
Transportation

SYSTEM EXPERIENCE

Great Plains
MS Dynamics
QuickBooks
Sage Intacct
Yardi

Executive

LEVEL

21+

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

Michael Hu

Business Analytics Consultant

SKILLS & EXPERTISE

Budgeting & Forecasting Financial Reporting Fixed Assets KPI Performance Management Modeling System Implementation

INDUSTRY EXPERIENCE

Banking & Financial Services
Business Services
Technology & Systems

SYSTEM EXPERIENCE

Hyperion
Oracle
PowerBI
SQL
Tableau

Manager

LEVEL

12+