Results

Outcomes, not outputs.

Every engagement is measured by what changed — margins recovered, cycles shortened, decisions improved. Here's a selection of anonymized client outcomes.

400+
Basis Points

Gross margin recovered for an e-commerce client in under 6 months

75%
Faster

Planning cycle reduced from 6 weeks to under 10 days

$18M
Valuation

Series A closed with investor-ready model and board package

80%
Faster Close

Monthly close reduced from 25 days to 5 days

$50M
Waste Avoided

Capex misallocation prevented through WBS-level cost tracking

60%
Less Manual Work

Reporting automation eliminated days of monthly data compilation

Case Studies

Selected engagements.

E-Commerce · Fractional CFO

DTC E-Commerce — 400bps Margin Recovery

Situation: A direct-to-consumer e-commerce company was growing revenue rapidly but watching margins erode. No CFO, no rolling forecast, no visibility into product-level profitability. Cash flow was unpredictable despite strong top-line growth.

What we did:

  • Built 13-week and 52-week rolling cash flow forecasts from scratch
  • Implemented SKU-level margin analysis revealing hidden loss leaders
  • Renegotiated vendor payment terms and restructured working capital
  • Created monthly board reporting package with forward-looking KPIs
  • Built financial model that supported successful fundraising conversations

Result: 400+ basis points of gross margin recovered within 6 months. Cash conversion cycle improved by 18 days. CEO gained real-time visibility into business performance for the first time.

SaaS · Investor Readiness

SaaS Startup — Series A at $18M Valuation

Situation: A B2B SaaS company preparing for Series A had no financial model, inconsistent SaaS metrics, and board decks that were backward-looking. Investors were asking questions the finance function couldn't answer.

What we did:

  • Built a three-statement financial model with bottoms-up revenue build
  • Defined and instrumented SaaS metrics: ARR, NDR, CAC payback, LTV/CAC
  • Created investor data room with cohort analysis and unit economics
  • Coached founders on financial storytelling and investor Q&A preparation
  • Redesigned board reporting with forward guidance and scenario analysis

Result: Series A closed at $18M pre-money valuation. Lead investor cited the quality of financial materials as a key differentiator. Board reporting now runs on a repeatable monthly cadence.

Automotive · FP&A Transformation

$40B Manufacturer — Planning Cycle Cut by 75%

Situation: A global automotive manufacturer ran its annual planning across 200+ disconnected Excel models. The budgeting cycle took 6-8 weeks, consumed hundreds of FTE hours, and produced numbers that were outdated before they were finalized.

What we did:

  • Designed and implemented enterprise planning architecture on Anaplan
  • Consolidated 200+ spreadsheets into a single connected planning model
  • Built driver-based P&L, balance sheet, and cash flow planning
  • Enabled rolling forecasts with monthly refresh replacing annual budgets
  • Integrated ERP data feeds for actuals-to-plan variance automation

Result: Planning cycle reduced from 6 weeks to under 10 days. CFO team shifted from 70% data consolidation to 70% analysis and business partnering. Rolling forecasts adopted across all business units.

Chemicals · Supply Chain Finance

Specialty Chemicals — Daily Forecast Refresh

Situation: A specialty chemicals company couldn't connect production planning to financial forecasts. OTIF (On-Time In-Full) delivery was declining, inventory was bloated, and the finance team was always a quarter behind operations.

What we did:

  • Built integrated demand-supply-finance planning model
  • Implemented daily forecast refresh linked to production schedules
  • Created OTIF tracking dashboards with real-time visibility
  • Designed inventory optimization framework reducing carrying costs
  • Connected financial planning directly to operational KPIs

Result: Finance moved from quarterly lag to daily refresh. OTIF improved significantly. Inventory carrying costs reduced. Planning became a daily operational tool, not a quarterly exercise.

Conglomerate · EPM Implementation

$5B Middle East Conglomerate — 30+ Business Units Unified

Situation: A $5B+ Middle Eastern conglomerate with 30+ business units across retail, real estate, automotive, and F&B had no unified planning platform. Each BU ran its own spreadsheets, with group consolidation taking weeks of manual effort.

What we did:

  • Deployed Anaplan across all 30+ business units as the enterprise planning platform
  • Built unified chart of accounts and planning hierarchies across diverse industries
  • Automated group consolidation with intercompany eliminations
  • Created scenario modeling capability for capital allocation across the portfolio
  • Trained 100+ finance users across the organization on the new platform

Result: Group consolidation reduced from weeks to hours. CEO and CFO gained portfolio-level visibility for the first time. Capital allocation decisions now backed by scenario analysis across all business units.

Manufacturing · Capex & Costing

Tire Manufacturer — $50M Capex Misallocation Prevented

Situation: A major tire manufacturer had no WBS-level (Work Breakdown Structure) cost tracking for capital projects. Conversion cost allocation was opaque, and capital investment decisions were made with incomplete data.

What we did:

  • Implemented WBS-level capital expenditure tracking and reporting
  • Built conversion cost allocation model connecting production to finance
  • Created capital project ROI framework for investment decision-making
  • Automated variance analysis between planned and actual project costs
  • Designed executive dashboards for real-time capex monitoring

Result: $50M in potential capex misallocation identified and prevented. Capital project visibility improved from quarterly summaries to real-time tracking. Investment committee now makes decisions with full cost transparency.

Real Estate · Cash Flow Management

US Real Estate Portfolio — 52-Week Cash Forecast

Situation: A US-based real estate portfolio operator had no rolling cash forecast. Covenant compliance was tracked reactively, working capital was poorly managed, and the CFO was constantly firefighting cash surprises.

What we did:

  • Built 13-week and 52-week rolling cash flow forecasting models
  • Implemented covenant compliance tracking with early warning triggers
  • Created property-level cash flow visibility across the portfolio
  • Automated rent roll integration with financial forecasts
  • Designed lender reporting packages meeting bank requirements

Result: Zero covenant breaches since implementation. Cash visibility extended from 2 weeks to 52 weeks. Property-level performance tracking enabled data-driven portfolio decisions.

Reporting · Automation

Middle East Enterprise — 60% Reporting Effort Reduction

Situation: A large enterprise in the Middle East spent days each month compiling management reports from multiple ERPs. Reports were frequently late, contained errors, and different departments presented conflicting numbers.

What we did:

  • Designed automated reporting architecture connecting multiple ERP sources
  • Built Power BI dashboards replacing manual Excel compilation
  • Created single source of truth with automated data validation
  • Implemented executive reporting cadence with self-service drill-downs
  • Trained finance team on dashboard maintenance and report creation

Result: 60% reduction in monthly reporting effort. Reports delivered 3 days earlier each month. Zero version-of-truth conflicts. Finance team redirected from compilation to analysis.

Industries Served

Experience across sectors.

Automotive Pharmaceuticals E-Commerce / DTC SaaS / Technology Real Estate Chemicals Media & Entertainment Retail Conglomerates Financial Services Agriculture Manufacturing IT Services Textiles Professional Services

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