Case Studies

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Improving Reporting Process & Analytics

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Planning & Executing a Smooth SaaS Carve-Out

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Establishing Confidence in Financial Reporting

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Supporting Budget and FP&A for Newly Formed Entity

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Setting the Standard for Future Planning

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Supporting a Strategic M&A Transaction

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Transforming the Finance Function Using Improvement Initiatives

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Preparing for Sale & Enhancing Visibility

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Preparing a Marketing Technology Company for a Series C Capital Raise

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Achieving Synergy After a Merger

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Improving the Forecasting Process and Visibility

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Improving FP&A Processes and Supporting Merger Integration