Finance & Accounting

Behind every successful strategy is wise allocation of resources. Find the expertise to plan, model, and analyze your bets.

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FP&A Support for PE-Backed Retail Business
4 Week Engagement

Need:
A PE-backed retail business needed a consultant to augment their FP&A team as they converted from an annual budgeting model to a monthly model.

Outcome:
The client successfully shifted to the new model and re-forecasted their budget for the next year.
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Christopher L.
Christopher, previously an investment banker at UBS and Credit Suisse and private equity investor, has deep experience in market research and customer due diligence.
Financial Modeling for Incubator VR Company
3 Week Engagement

Need:
An incubating VR company needed a consultant to build a three-year revenue model of their business.

Outcome:
The expert designed a dynamic financial model, identifying key levers and assumptions, and leading research on key benchmarks.
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Brandon P.
Brandon, a consultant at an independent firm, has deep experience in go-to-market strategy, due diligence analysis, and growth strategy.
Production and Demand Forecasting for PE-Backed Manufacturing Company
3 Month Engagement

Need:
A PE-backed manufacturing company needed a skilled financial analyst to support the CFO with production and demand forecasting.

Outcome:
The expert completed profitability and cost analysis, executed detailed inventory management analysis, and made recommendations to managers.
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David B.
David, previously a director of logistics and operations planning at a large manufacturer, has deep experience in financial analysis and inventory management.

Finance & Accounting Expert Spotlight

Monica S.

Executive w/ 20 Yrs in Accounting & Finance | CPA

Bob L.

Emerging Business CFO and FP&A Expert

Rosemary L.

Finance | Analytics | FP&A | MBA w/20 Yrs Experience

David L.

Experienced Finance & Consulting Professional | Stern MBA

Andy L.

Experienced Finance Professional | Fmr. KKR | Cornell

Finance & Accounting Expert Services

Jumpstart your project with a pre-defined service, designed and delivered by Expert Consultants.
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