Finance and Analytics
Finance and Analytics
The finance function of a PE-backed portfolio company has to take on a demanding new role and become strategic partners to help portco stay ahead of the competition. We work with CEOs and CFOs to achieve finance function excellence. Our experience and research show that without a strong finance function portfolio company won’t achieve its exit target.
Metrics and Analytics Design and Implementation
We establish best practices-based KPIs to provide visibility into business performance and demonstrate progress against the value creation plan. We enable real-time visibility and establish predictive analytics to help the executive team make better decisions. We bring extensive strategic FP&A, data, technology, and a best practices toolkit to quickly design and implement the right KPIs, dashboards, reports, and predictive analytics.
Board, Investor, and Management Reporting
Best-in-class boards spend more than 40% of their time on strategy, while most board reports purely focus on the operational review of the business. Our best practices-based board and investor report strike the right balance to drive strategic discussion without missing a beat on operational visibility. Best-in-class management reporting coupled with our predictive analytics enables the management team to focus on achieving its monthly, quarterly, and annual goals.
F&A Tech Strategy and Selection
The F&A technology landscape became much more complicated and proliferated by many newcomers. Selecting the right technology platforms between integrated ERPs, best-of-breed Close & Consolidation, AP, AR, Budgeting & Forecasting, and analytics could be time-consuming. In many cases, portfolio company either lacks the expertise or resources to select the right products and face challenges in implementation. We bring an accelerated and business strategy-driven selection process to help portfolio companies quickly select the right product. We also lead vendor negotiations to help you get the best price possible.
Ongoing Analyses and Technology Management
Mid-market portfolio companies lack the brand and financial resources to hire and retain FP&A and technology talent. Our unique managed services offering solve three major constraints faced by portfolio company: lack of FP&A and technology resources, poor or no technology platform, and communication and cultural challenges between in-house FP&A and technology teams.
Value Creation Opportunities Based on Analyses
Our AI-based value creation center of excellence (E = VC2) continues to analyze financial and operational data to identify additional value-creation opportunities—price optimization, sales force productivity, customer retention, cross-sell, operational efficiencies, and vendor optimization, to name a few. We are the pioneer in this unique model, which is not yet offered by other consulting firms.