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CFO & Controllership Advisory

FP&A Support

Senior FP&A horsepower for a CFO held to private-equity reporting standards.

OFFERING OVERVIEW

FP&A horsepower for a CFO who's overwhelmed or being held to private-equity reporting standards for the first time. Our team maintains the data work behind the forecasts, models, and KPI reporting the board expects through AI-enabled workflows, so our senior FP&A talent delivers insight on performance, cash, and growth trade-offs quickly and at a fraction of the cost of a new hire, working alongside your existing finance leader rather than replacing them.

Included capabilities

FP&A Support

FP&A capacity for the CFO who's suddenly held to PE-grade reporting standards.

Maintains forecasts, models, and KPI reporting for a CFO who is overwhelmed or being stood up to PE reporting standards.

Financial Model Set Up

A three-statement model built for how your board actually plans and forecasts.

Three-statement model tailored to the business for forecasting, scenario analysis, and cash planning.

KPI Package Build

The KPIs your board expects, tracked on a schedule you can set your calendar by.

Defines the operating and financial KPIs your board tracks and builds the recurring dashboards and reporting schedule that keep them current.

Other Offerings within

CFO & Controllership Advisory

Outsourced CFO

A true CFO who owns the model, the runway, and the board relationship.

Full Suite Finance and Accounting

The entire finance function, one team, from board strategy to the daily close.

Outsourced Controllership

Audit-ready GAAP financials, closed on time every month.

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.