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Leverage our Expertise in

Financial Planning and Analysis

Banker talking with a couple

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

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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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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Businesspeople handshaking

Problem solvers.
Opportunity creators.

partnership forgers.

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