Rooted financial leadership for seasons of growth and change.

Strategic Finance & Operations Advisory

Our Capabilities:

Depth, expertise, and value across a multitude of functions.

01.

Profitability Analysis & Strategic Planning

We build detailed financial models and forecasts from the ground up to support strategic planning and operational decision-making. Our aim is to provide leadership with clear visibility into the key revenue drivers and cost components that influence profitability.

02.

Cash Flow Forecasting

Our team provides clear visibility into how cash flows throughout the organization, identifying the systems and processes that influence liquidity. We offer actionable recommendations to enhance control and optimize cash management. With experience designing cash forecasting methodologies and tools for both public and private companies in the U.S. and Europe.

03.

Financial Records Cleanup & Audits

Unclosed books, missing financial data, employee turnover, and weak oversight can quickly compound into a seemingly unmanageable problem. Our team specializes in diagnosing these issues, developing a clear roadmap, and executing a targeted action plan to restore financial clarity and control. We help companies regain stability and position themselves for sustainable growth.

04.

Executive Management & Board Advisory

We provide strategic advisory support to executive teams and boards of both public and private companies. Our team works closely with operating leaders to assess organizational risks and uncover growth opportunities. By staying embedded in day-to-day operations, we help drive key initiatives forward.

05.

Benchmark/KPI Creation and Pacing

Companies often need help understanding the metrics that drive the business toward sustainable growth and profitability. Our group will analyze the data, uncover trends, and develop KPI reporting frameworks on which management teams can focus their teams.

06.

Financial Technology Evaluation

Our team has deep experience across accounting systems, ERP platforms, costing tools, and business intelligence solutions. Our team identifies gaps in the financial technology stack, uncovers data integrity issues, and delivers clear recommendations to improve accuracy, automation, and scalability.