Strategic Planning

• Guidance and participation throughout new product/service development process

• Detailed exploration and quantification of concepts and ideas, helping teams think about critical elements of sales, costs, capital investment and cash flow

• Product and business financial models

• Presentation materials and pitch desks

• Guidance and direction on viability

• Valuations

Business Plans, Forecasts and Reporting

• Annual and monthly recurring processes and models

• Executive and Board of Directors reports and presentations

• Partnering with business unit leadership

• Parent company/HQ reporting

• Employee presentations and education

• Compliance reporting to banks and investors

• Integration of non-financial KPI's

• Cloud-based data flow (e.g.: SAP's BPC platform)

• Explaining to the CEO what going on financially