Private Equity · CFO Office · FP&A · Forecasting · Value Creation
Consolidating multiple acquisitions left inconsistent data that was hard to reconcile and plan against.
Frequent mid-cycle changes made budgeting and forecasting difficult to administer and trust.
Limited, slow investor reporting and weak line-of-sight to the levers of value creation.
Quote-to-cash and billing gaps drove high AR and slow financial reporting.
A data-driven FP&A function with investor reporting, lender-covenant dashboards and a clear value-creation line of sight.
Data cubes, what-if and root-cause analytics in Python, Tableau and Power BI for reliable forecasts.
Linked the right triggers and processes across Salesforce and NetSuite, with canonical financial data models and consolidations.
Revenue, bookings & growth, unit-cost economics, pricing/discounts and OKRs in one governed layer.
Acquisition to exit — with multiple QoEs, fund-raises and roll-ups.
Investor trust & visibility — timely reports and update decks.
Forecasting — scenario-based planning with lenders.
Faster close — streamlined billing, collections and delinquency prioritization.