🧩 Consolidated Planning & Forecasting

We drive clarity across departments with models and planning tools that unify and adapt to evolving business needs.

• Multi-scenario operating model development
• Forecasting across P&L, balance sheet, and cash flow
• Headcount and capacity planning with hiring strategy alignment
• Budgeting cycles and variance reporting across business units
• Dynamic modeling to support strategic pivots and board asks

⚙️ Strategic Cost & Investment Discipline

We help you identify areas to optimize spend and reallocate capital where it matters most.

• Cost-of-service modeling and infrastructure ROI analysis
• Cloud hosting and SaaS infrastructure spend modeling
• Operating leverage and margin framework design
• Department-level spend optimization and benchmark tracking
• CapEx planning, approval workflows, and capital allocation

📊 Board, Exec, and Investor Reporting

We turn your numbers into narrative — building reporting packages and insights that influence outcomes.

• Executive dashboards with KPI analysis and scenario overlays
• Investor-ready board decks with financial summaries and growth KPIs
• Custom reporting automation to reduce close-to-insight time
• Variance and trend analysis with executive summaries
• Alignment across Product, Finance, and GTM in reporting cadence

🧠 Finance as a Strategic Partner

We embed with your team to drive cross-functional decision-making and elevate finance’s role in the business.

• Partnership with Product, GTM, and G&A for strategic planning
• Long-range planning linked to product roadmap and GTM goals
• Frameworks for pricing strategy, org design, and investment tradeoffs
• Monthly and quarterly business review support
• Scenario planning to evaluate risk, investment, and exit paths

📌  Call to Action: Let’s Transform Finance into a Strategic Advantage