Finance & Accounting

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

How to Kick Off Your Project

We’ve got two ways to start — choose the path that works best for you. If you’re unsure, contact us and we’ll help you figure out how you can accelerate execution with Catalant Experts.

I know the work I need to get done

Creating your own project is the fastest way to get started — detail your need, meet experts, and start collaborating right away.

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I’m not sure where to start

You’re not alone — work with our team to scope your project and we’ll find the right person for the job.

Recent Success Stories

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.