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Leverage our Expertise in

Financial Planning and Analysis

Banker talking with a couple

From Financial Analysts to Chief Financial Officers, our consultants love jumping right in to manage projects, solve problems and capitalize on opportunities.

We'd love to connect you with our financial planning & analysis experts in the following areas:

BUDGETING AND FORECASTING
  • Budgeting and forecasting
  • Financial model & scenario creation
  • Cash flow analysis

TRANSACTION SERVICES 
  • Mergers & Acquisitions support
  • Executive level & board presentation content creation
  • Competitor assessments
  • Due diligence
  • Asset investment valuations (NPV/IRR)
OTHER FINANCE SUPPORT
  • Documentation of processes, policies and procedures
  • Data Analytics
  • Ongoing oversight of business projects
  • Business case valuation and preparation
  • Executive level & board presentation content creation

SPECIAL PROJECTS 
  • System implementation
  • Report building and optimization
  • Process improvements
Interim, fractional and staff augmentation solutions encompassing the following roles:

Business Analyst, Senior Financial Analyst, Finance Manager/Director/VP, Chief Finance Officer

Client Success Stories

Brillect having a meeting

From Consultant to Client

Alex Parsons was a highly accomplished finance leader working for a global financial services firm. When the COVID-19 pandemic hit in March 2020, a palpable shift occurred. Alex found himself putting in more time than ever before, yet feeling less excited about his work and craving work that felt more purposeful.

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The hospital administrator with the medical team

Data Analytics System and Report Building

A leading medical device manufacturer was experiencing explosive growth following the launch of a highly successful new treatment device. The rapidly changing environment meant the sales team was operating without key field data, and leadership needed a better line of sight to critical issues and trends to stay ahead of pain points.

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Manager is using a laptop computer while analyzing the company's financial statements

A Partnership Where Everyone Wins

When Andy LaFrence, CFO of Vyant Bio (NASDAQ VYNT), needed to find high-quality candidates to fill key interim finance and accounting positions at his growing biotech firm, he turned to a trusted source – Kelly Weight, co-founder of Brillect.

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Businesspeople handshaking

Problem solvers.
Opportunity creators.

partnership forgers.

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