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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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, 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, 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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