Case Study Preview: FP&A Optimization & Leadership

๐“๐ฎ๐ซ๐ง๐ข๐ง๐  ๐š ๐…๐ข๐ง๐š๐ง๐œ๐ž ๐…๐ฎ๐ง๐œ๐ญ๐ข๐จ๐ง ๐ข๐ง๐ญ๐จ ๐š ๐’๐ญ๐ซ๐š๐ญ๐ž๐ ๐ข๐œ ๐๐ฎ๐ฌ๐ข๐ง๐ž๐ฌ๐ฌ ๐๐š๐ซ๐ญ๐ง๐ž๐ซ

A leading furniture manufacturer, with operations across the USA, China, Vietnam, and Mexico, was facing a significant challenge: its finance function was siloed, with limited forecasting, minimal management reporting, and a lack of support for critical stakeholders like sales and operations. As the company expandedโ€”integrating an import business and opening a new facility to serve West Coast customersโ€”it became clear that transformation was necessary.

Our team stepped in to lead the finance function during this transition, upskilling junior team members and introducing best practices in cashflow management, SKU and customer performance analysis, and monthly forecasting. We also implemented real-time management reporting via Power BI.

๐—ฅ๐—ฒ๐˜€๐˜‚๐—น๐˜๐˜€:
โ€ข Improved Cash Conversion Cycle by 30%+
โ€ข Identified $5M+ in EBITDA opportunities through SKU and customer optimization
โ€ข Elevated finance from a siloed function to a true business partner, now central to the rhythm of the business

Finance is now providing a single source of truth for reporting and playing a critical role in the companyโ€™s ongoing success. ๐Ÿš€ Contact Beckway Senior Director, Saboor Meo, for more information.