Leverage our Expertise in
Financial Planning and Analysis
Encompassing interim, fractional and project-based finance talent solutions, our consultants have the technical expertise to help you achieve your goals.
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
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.
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.
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.
