Services

Finance & Analytics

Our finance & analytics practice empowers private equity firms and their portfolio companies to significantly increase and accelerate financial performance by addressing gaps in capabilities and process challenges. Our highly skilled finance professionals work with clients to manage risk, enhance financial performance, ensure compliance, and leverage assets to protect and improve enterprise value.

Financial Planning & Analysis

  • Budgeting/Forecasting
  • Financial Due Diligence
  • Financial Health Check
  • KPI’s, Metrics, and Dashboards

Liquidity & Working Capital

  • Liquidity Management & WC Optimization
  • Order to Cash Optimization
  • 13-week Cash Flow Forecast

Data Analytics

  • SG&A Reduction
  • Zero Based Budgeting
  • Product Profitability & SKU Rationalization

Interim Leadership

  • CFO
  • Controller
  • FP&A Leader

Key Contacts

Todd Brents

Todd Brents

Senior Partner, Practice Lead

Tim Kreatschman

Tim Kreatschman

Partner

Impact

Budgeting & FP&A Support

Annual Operating Plan (AOP) and Monthly Operations Review (MOR) process for a $200M chemical company – These efforts provided visibility into the company’s daily cash position, structure, and accountability.

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Financial Operations Optimization

Optimization of the financial operations for a $90M forklift dealer – Identified the core source of the company’s issues and developed a new inventory protocol and advanced new procedures for service billings.

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Interim CFO

Interim CFO for a $275M CPG company – Initiated a 13-week cash flow projection process and refocused the team to work with other unused, underlying data, which yielded vastly different views of the business, allowing corrective actions to be taken. These efforts directly saved the company $1M.

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