About

We support your organization with strategic and insightful Financial Planning and Analytics services from a leader who is well-seasoned in modeling, budgeting, forecasting, financial reporting and analysis, and long range planning. We specialize in the industries of technology (including SaaS), healthcare, higher education, and retail. We can optimize the use of your financial technology resources with our FP&A services as we have extensive experience with a wide number of planning tools, ERPs, CRMs, HRIS systems, and more, as well as the implementations of those tools. We are passionate about helping organizations grow and scale and bring a fresh finance perspective to the businesses with which we work.