Transforming Finance Performance, Not Just Process

25+ Years EPM Expertise
CFO-Focused Delivery
Proven Transformation Outcomes
Independent & Vendor-Neutral
Industries

Where we deliver impact

Every industry has different pressures. The underlying challenge is the same — turning finance into a driver of performance.

Financial Services

Regulatory complexity, multi-entity consolidation, capital planning, and audit-ready reporting.

Utilities

Asset-heavy forecasting, long-term planning cycles, regulatory reporting, and investment modelling.

Consumer Goods

Demand volatility, margin pressure, integrated business planning, and aligned forecasting.

Technology

Rapid scaling, evolving models, recurring revenue forecasting, and real-time performance insight.

Manufacturing

Cost control, supply chain variability, production planning, and operational driver alignment.

Telecommunications

High-volume data, complex pricing models, capital planning, and service-level performance tracking.

Government

Budget control, transparency, multi-year planning, and improved financial insight across programmes.

Travel & Transportation

Demand variability, capacity planning, cost volatility, and agile scenario-based forecasting.

Client Situations

Where we typically help

Most organisations don’t start with a blank sheet. They start with friction. These are the situations we’re most often brought in to solve.

Planning doesn’t reflect reality

  • Forecasts disconnected from operations
  • Heavy Excel reliance
  • No driver-based planning
Outcome

Integrated planning model with +25% improvement in forecast accuracy

Close is slow and manual

  • Fragmented consolidation processes
  • Manual journals and reconciliations
  • Late adjustments and rework
Outcome

Reduced close cycle by up to 40% with automated consolidation

Data is fragmented across systems

  • Multiple ERPs and data sources
  • No single source of truth
  • Manual data movement
Outcome

Unified data layer enabling real-time performance insight

Finance is reactive, not strategic

  • Limited forward-looking insight
  • Time spent on manual processes
  • Low business partnering impact
Outcome

Shift to predictive, insight-led finance with automated reporting

EPM isn’t delivering value

  • Technology implemented but underused
  • Poor adoption across finance
  • No clear operating model
Outcome

Repositioned EPM as a performance engine, not just a reporting tool

Planning, consolidation and reporting are disconnected

  • Separate processes and data models
  • Inconsistent numbers across outputs
  • Reconciliation effort between systems
Outcome

End-to-end EPM integration with aligned data and consistent outputs

Selected Engagements

Delivering measurable outcomes across planning, consolidation, and enterprise data. Each engagement is designed to drive speed, accuracy, and insight.

01

Global Financial Services Organisation

Fragmented planning limited visibility and slowed decision-making across the business

Challenge

Planning was fragmented across regions, with inconsistent assumptions and no single view of performance. Forecasting was slow, manual and unable to support timely executive decisions.

Approach

Redesigned planning around key business drivers rather than reporting structures. Introduced an integrated, scenario-enabled model with clear ownership across finance and the business.

Impact

  • 40% reduction in planning cycle time
  • Improved forecast accuracy across core business units
  • Faster, more confident executive decision-making

Performance improves when planning is designed around decisions, not processes.

02

Utilities Provider

Disconnected financial, regulatory and operational views reduced confidence in performance

Challenge

Month-end close was slow and manual, with multiple offline adjustments and limited control. Regulatory reporting was managed separately, creating duplication and risk, while unit costs lacked transparency across operations.

Approach

Redesigned consolidation with automated workflows, embedded controls and a governed data model. Established a separate regulatory reporting framework aligned to financials, and introduced a unit costing model to provide consistent operational insight.

Impact

  • Faster and more predictable month-end close
  • Regulatory reporting streamlined with improved consistency and reduced risk
  • Clear visibility of unit costs across core services
  • Audit-ready reporting with enhanced control and traceability

Trust comes from aligning financial, regulatory and operational views—not reconciling them after the fact.

03

Consumer Goods Company

Financial plans disconnected from commercial drivers limited visibility into true performance

Challenge

Operational and financial planning were disconnected, with forecasts built in isolation from key drivers such as volume, pricing and margin. This reduced confidence in forward-looking decisions.

Approach

Redesigned planning around core operational drivers, aligning financial forecasts directly to commercial activity. Established a driver-based model linking volume, price and margin to financial outcomes.

Impact

  • Forecasts grounded in operational reality, improving accuracy and credibility
  • Stronger alignment between finance and commercial teams
  • Faster scenario modelling for market and pricing changes

Forecasts improve when they reflect how the business actually operates—not how finance reports it.

04

Technology Organisation

Fragmented data and inconsistent definitions limited reporting and decision-making

Challenge

Data was spread across multiple systems with inconsistent definitions and limited governance. Reporting was slow, manual and lacked a consistent view of performance across the organisation.

Approach

Designed and implemented a unified enterprise data model, standardising key definitions and establishing a governed foundation for reporting, planning and analytics.

Impact

  • Single, trusted view of performance across the organisation
  • Faster, more scalable reporting and analytics
  • Improved consistency and confidence in decision-making

Better decisions don’t come from more data—they come from consistent, trusted data.

05

Global Telecommunications Company

Reporting was backward-looking and fragmented, limiting executive insight

Challenge

Executive reporting was inconsistent across business units, heavily manual, and focused on historical performance. Leadership lacked a clear, forward-looking view to support decision-making.

Approach

Redesigned the reporting framework around key performance drivers and strategic priorities. Introduced standardised dashboards with a clear link between operational metrics and financial outcomes.

Impact

  • Consistent, executive-level reporting across all business units
  • Reduced manual reporting effort and cycle time
  • Improved visibility of forward-looking performance indicators

Insight improves when reporting is designed for decisions—not just explanation.

06

Private Equity-backed Technology Company

Rapid acquisition created fragmented systems and inconsistent performance visibility

Challenge

Following multiple acquisitions, finance processes, data structures and reporting were inconsistent across entities. Leadership lacked a consolidated view of performance and synergies.

Approach

Established a unified planning and reporting framework across all entities, aligning data structures and key metrics. Introduced a scalable model to support ongoing integration.

Impact

  • Single, consolidated view of performance across the group
  • Faster integration of newly acquired businesses
  • Improved visibility of synergy realisation

Value from acquisitions is realised when performance is measured consistently—not managed in silos.

07

Global Manufacturing Group

Limited cost visibility restricted the ability to manage performance effectively

Challenge

Cost data was aggregated and disconnected from operational drivers, limiting insight into profitability across products and regions. Decision-making was based on incomplete information.

Approach

Developed a driver-based costing model aligned to operational activities, linking production, volume and overheads to financial outcomes. Integrated costing into planning and reporting processes.

Impact

  • Improved visibility of product and regional profitability
  • Better-informed pricing and investment decisions
  • Stronger alignment between operations and finance

Cost insight drives performance when it reflects how value is actually created.

08

FTSE 100 Consumer Services Group

Finance function structure limited its ability to support the business effectively

Challenge

Finance teams were focused on process execution rather than insight, with unclear roles and duplication of effort across planning, reporting and analysis.

Approach

Redesigned the finance operating model, clarifying roles across business partnering, centre of excellence and shared services. Aligned processes, data and technology to support decision-making.

Impact

  • Clearer ownership and accountability across finance
  • Reduced duplication and improved efficiency
  • Increased focus on business partnering and insight

Finance creates value when it shifts from producing numbers to shaping decisions.

Discuss your finance transformation

Understand where you are today and how to accelerate your EPM journey.