Financial Consulting
Finance Questions to Consider
1
Are your budget templates intuitive?
2
Do you have a zero based budget process?
3
How are sales forecast assumptions derived and updated through the year?
4
Is it easy to update headcount assumptions when resources turnover or underlying assumptions change?
5
How much time is spent doing financial analysis to evaluate opportunities to improve profitability and cash flow?
Empowering Growth
Evergreens symbolize eternal life as their retain their green leaves throughout the year. Our part time CFO services aim to help your organization adopt evergreen characteristics by providing financial planning and analysis (FP&A). This will improve your ability to survive different seasons and enjoy a more sustainable future.
Past Finance Projects
Revenue/Demand Forecasting
for Professional Services
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Challenges: In midst of an economic crisis, professional services firm faced significant sales and overall business uncertainty.
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Actions: Developed demand forecasting process and tool to forecast revenue and resource needs by line of business.
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Results: New process regularly used, allowing company to better navigate turbulent economic climate by proactively managing human capital and creating strategic plans, ensuring their financial future.
Financial Modeling
for Growth Stage Tech Company
Challenges: Client changed strategy, necessitating a new financial model for financial position awareness and informed decision-making.
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Actions: Discussed the company's future with stakeholders, reviewed the current model, and created a new, user-friendly model for more efficient and accurate budgeting and forecasting.
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Results: This financial planning model was used thereafter, which freed up time for other critical projects, including M&A activities.