We understand your pain points
Budgeting, Forecasting and Planning
Budgeting, Forecasting and Planning
Budgeting, Forecasting and Planning
- Build Sales and Cash-Flow Forecasts
- Improve inefficient legacy financial models
- Convert data into insights
- Create a business plan
- Assist with deal modelling, post-M&A synergy and one-time costs tracking
- Sensitivity Analysis & Scenario Planning
- Automate portions of budgeting processes
- Prepare PowerPoint presentations for BOD / Investors
Financial Systems
Budgeting, Forecasting and Planning
Budgeting, Forecasting and Planning
- Lead streams/tasks in implementation projects
- Liaison between Finance & IT
- Assist with financial systems integration (Anaplan, Workday, Oracle, PeopleSoft, JDE, & SAP)
- Assist in preparing business cases
- Financial systems evaluation with ROI calculation and identifying risks and mitigation strategies
Mergers & Acquisitions
Mergers & Acquisitions
Mergers & Acquisitions
- Perform diligence for transactions
- Develop forecast models and sensitivity analysis
- Prepare valuation analysis and three-statement operating models
- Review asset purchase agreements and disclosure schedules
- Prepare PPT presentations for BOD, C-Suite review
Processes Improvement
Mergers & Acquisitions
Mergers & Acquisitions
- Automate and improve accounting processes to reduce errors and save time
- Reduce surprises at month-end close
- Coordinate multi-location files into systematic inputs
- Free up accounting team's time via efficient and improved processes