Case Studies
CFO Services
Retail & Distribution | Setting up FP&A Function
A medium-sized retail company was in receivership, losing $12 million per annum due to high fixed costs and price decline of over 30%. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we first implemented an effective Financial Planning and Analysis (FP&A) Function followed by a weekly and monthly Business Review Plan and a comprehensive recovery plan that focused on Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 6 months for this project.
Retail & Distribution | Setting up FP&A Function
A medium-sized retail company was in receivership, losing $12 million per annum due to high fixed costs and price decline of over 30%. The inability to meet obligations to secured creditors ultimately led to receivership. Partnering with leadership, we first implemented an effective Financial Planning and Analysis (FP&A) Function followed by a weekly and monthly Business Review Plan and a comprehensive recovery plan that focused on Corporate Cost Structure, Retail-Level Efficiency, Lease Costs, Supply Chain Optimization, Contract Renegotiations. It took us 6 months for this project.
Residential Property Management | Set Up Finance & Accounting Processes
Partnered with a mid-sized real estate property management company to optimize their finance processes by implementing Yardi. The initiative began with process mapping and a manual pilot to define KPIs and validate workflows before full digital transformation. Key outcomes included a 30% faster month-end closing, 100% accuracy in rent roll and owner reporting, and a 25% reduction in manual data entry. The transformation enabled real-time financial insights, improved compliance, and allowed the company to scale.
Residential Property Management | Set Up Finance & Accounting Processes
Partnered with a mid-sized real estate property management company to optimize their finance processes by implementing Yardi. The initiative began with process mapping and a manual pilot to define KPIs and validate workflows before full digital transformation. Key outcomes included a 30% faster month-end closing, 100% accuracy in rent roll and owner reporting, and a 25% reduction in manual data entry. The transformation enabled real-time financial insights, improved compliance, and allowed the company to scale.
IT Staffing | Set Up Books of Accounts
For a small IT staffing company with $15 million in revenue, we established Chart of Accounts in QuickBooks (QB) and integrated it with operating systems & banks. Key accomplishments include Accounting Services and FP&A Center of Excellence, accelerating Month-End Close from 45 days to 6 days, database creation from the ground up, enabling advanced analyses and generating dynamic reports, driving business decisions through actionable insights and detailed reporting. The project took 6 months.
IT Staffing | Set Up Books of Accounts
For a small IT staffing company with $15 million in revenue, we established Chart of Accounts in QuickBooks (QB) and integrated it with operating systems & banks. Key accomplishments include Accounting Services and FP&A Center of Excellence, accelerating Month-End Close from 45 days to 6 days, database creation from the ground up, enabling advanced analyses and generating dynamic reports, driving business decisions through actionable insights and detailed reporting. The project took 6 months.
IT Services | Reporting Center of Excellence
For a mid-sized IT Service Business Unit, collaborated closely with both Finance and Business/Operational Leaders to deeply understand the information they needed to make effective business decisions. Identified relevant data sources, aligned on the definitions and meaning of various data elements, and initially created a manual process to ensure accuracy. Carefully reviewed formulas and validated reports. Once approved, the finalized process and list of key reports were digitized
IT Services | Reporting Center of Excellence
Achieved a 2% pricing improvement in 12 months through Process Standardization by streamlined and unified pricing workflows for consistency and efficiency, Intra-Unit and Inter-Country Comparisons by conducting a detailed benchmarking to identify and address pricing gaps and producing a Revised Pricing Strategy, developed and implemented a data-driven strategy aligned with market dynamics and business objectives.
Finance Transformation
Healthcare Equipment & Services | Pricing Analysis
For a public listed Healthcare company, we worked closely with Finance and Sales Leaders to fix a broken pricing analysis process by first mapping the "As-Is" process and then collaboratively developing a proposed future-state model. Achieved pricing improvement through process standardization by streamlining and unifying pricing workflows for greater consistency and efficiency, conducted detailed benchmarking to identify and address pricing gaps, and developed a revised, data-driven pricing strategy aligned with market dynamics and business objectives.
Healthcare Equipment & Services | Pricing Analysis
For a public listed Healthcare company, we worked closely with Finance and Sales Leaders to fix a broken pricing analysis process by first mapping the "As-Is" process and then collaboratively developing a proposed future-state model. Achieved pricing improvement through process standardization by streamlining and unifying pricing workflows for greater consistency and efficiency, conducted detailed benchmarking to identify and address pricing gaps, and developed a revised, data-driven pricing strategy aligned with market dynamics and business objectives.
Quick Service Restaurants (QSRs) | Implement 3 in a Box Approach
For a private QSR owner, implemented the "3 in a Box" approach to align and integrate their operating system (POS), accounting software, and FP&A tools into a seamless, data-driven ecosystem. This ensured that transactional data from sales and operations flowed accurately into the accounting suite and then into forecasting and analytics platforms, enabling real-time visibility into store-level performance, profitability, and cash flow. The integration reduced manual reconciliations, improved decision-making speed, and supported rapid expansion.
Quick Service Restaurants (QSRs) | Implement 3 in a Box Approach
For a private QSR owner, implemented the "3 in a Box" approach to align and integrate their operating system (POS), accounting software, and FP&A tools into a seamless, data-driven ecosystem. This ensured that transactional data from sales and operations flowed accurately into the accounting suite and then into forecasting and analytics platforms, enabling real-time visibility into store-level performance, profitability, and cash flow. The integration reduced manual reconciliations, improved decision-making speed, and supported rapid expansion.
Commercial Real Estate | Tax Planning and Strategy
FINARTI Taxation advised a small-sized Commercial Real Estate Construction company on strategic tax planning for future investments, with a primary focus on capital gains optimization. The engagement included evaluating and implementing tax-efficient strategies such as 1031 exchanges, Qualified Opportunity Zones (QOZs), the creation of a QOZ Fund, and leveraging Delaware Statutory Trusts (DSTs) to maximize tax deferral benefits and enhance investment flexibility.
Commercial Real Estate | Tax Planning and Strategy
FINARTI Taxation advised a small-sized Commercial Real Estate Construction company on strategic tax planning for future investments, with a primary focus on capital gains optimization. The engagement included evaluating and implementing tax-efficient strategies such as 1031 exchanges, Qualified Opportunity Zones (QOZs), the creation of a QOZ Fund, and leveraging Delaware Statutory Trusts (DSTs) to maximize tax deferral benefits and enhance investment flexibility.
IT Services | Improve Accounts Receivables
For a mid-sized IT services company, reduced Days Sales Outstanding (DSO) from 81 to 65 days within six months by implementing a targeted set of initiatives. These included enforcing billing discipline, renegotiating collection terms, tying collections performance to employee bonuses, conducting weekly reviews of aged receivables, proactively resolving AR issues, and introducing low-cost factoring. The result was improved cash flow, stronger customer engagement, and a more disciplined collections process.
IT Services | Improve Accounts Receivables
For a mid-sized IT services company, reduced Days Sales Outstanding (DSO) from 81 to 65 days within six months by implementing a targeted set of initiatives. These included enforcing billing discipline, renegotiating collection terms, tying collections performance to employee bonuses, conducting weekly reviews of aged receivables, proactively resolving AR issues, and introducing low-cost factoring. The result was improved cash flow, stronger customer engagement, and a more disciplined collections process.
Digital Trasformation
Machine Distributor (B2B) | Digital Dashboard for Performance Measurement
Enhanced accounting processes and reinforced Governance, Risk, and Compliance (GRC) practices—including SOX compliance—by digitalizing the tracking and monitoring of key internal control KPIs. Leveraged GRC tools and internal control dashboards, combined with deep accounting expertise, to drive accuracy and transparency. Provided leadership and training to embed a culture of accountability and continuous improvement across finance and compliance teams.
Machine Distributor (B2B) | Digital Dashboard for Performance Measurement
Enhanced accounting processes and reinforced Governance, Risk, and Compliance (GRC) practices—including SOX compliance—by digitalizing the tracking and monitoring of key internal control KPIs. Leveraged GRC tools and internal control dashboards, combined with deep accounting expertise, to drive accuracy and transparency. Provided leadership and training to embed a culture of accountability and continuous improvement across finance and compliance teams.
IT Services | Digitalization of FP&A Processes
Partnered with the Finance function of an IT Services company to digitize budgeting, forecasting, and variance analysis processes. Introduced KPI-based, data-driven insights to enhance efficiency and support more informed decision-making. The transformation began with a manually implemented framework to validate the approach, followed by a full digital rollout that streamlined workflows and improved the accuracy and timeliness of financial planning.
IT Services | Digitalization of FP&A Processes
Partnered with the Finance function of an IT Services company to digitize budgeting, forecasting, and variance analysis processes. Introduced KPI-based, data-driven insights to enhance efficiency and support more informed decision-making. The transformation began with a manually implemented framework to validate the approach, followed by a full digital rollout that streamlined workflows and improved the accuracy and timeliness of financial planning.
Life Science | Digitalization of SLA Reporting
Digitalized the data collection process for calculating SLAs within Accounts Payable and Accounts Receivable functions to strengthen performance measurement and accountability. Leveraged Lean Six Sigma methodologies, advanced operational planning and reporting techniques, and deep domain expertise in healthcare and insurance to improve process efficiency, reduce cycle times, and enhance transparency across financial operations.
Life Science | Digitalization of SLA Reporting
Digitalized the data collection process for calculating SLAs within Accounts Payable and Accounts Receivable functions to strengthen performance measurement and accountability. Leveraged Lean Six Sigma methodologies, advanced operational planning and reporting techniques, and deep domain expertise in healthcare and insurance to improve process efficiency, reduce cycle times, and enhance transparency across financial operations.
Healthcare Equipment | Digitalization of Commission Process
Commission calculation was an extremely manual and error-prone process, often producing incorrect numbers and putting the sales forecast at significant risk. I collaborated closely with business leaders to understand the data sources, identify key factors impacting commission payouts, and validate calculation formulas. This involved mapping the end-to-end process, cleaning the data, and standardizing rules across teams. The outcome was a reliable and transparent commission model that not only improved accuracy but also enhanced trust in reporting and enabled more confident forecasting.
Healthcare Equipment | Digitalization of Commission Process
Commission calculation was an extremely manual and error-prone process, often producing incorrect numbers and putting the sales forecast at significant risk. I collaborated closely with business leaders to understand the data sources, identify key factors impacting commission payouts, and validate calculation formulas. This involved mapping the end-to-end process, cleaning the data, and standardizing rules across teams. The outcome was a reliable and transparent commission model that not only improved accuracy but also enhanced trust in reporting and enabled more confident forecasting.
Private Equity and VC Firms
PE backed Clinical Research Organization | Optimize Month End Close
Led a 3-month Finance Transformation project that optimized the month-end closing process, reducing cycle time from 45 days to just 6 days. This was achieved by using Lean Six Sigma Methodology (applied process improvement techniques to identify inefficiencies and streamline workflows) and Domain Expertise (leveraged deep knowledge in CFO functions, accounting, and the service industry to implement practical solutions).
PE backed Clinical Research Organization | Optimize Month End Close
Led a 3-month Finance Transformation project that optimized the month-end closing process, reducing cycle time from 45 days to just 6 days. This was achieved by using Lean Six Sigma Methodology (applied process improvement techniques to identify inefficiencies and streamline workflows) and Domain Expertise (leveraged deep knowledge in CFO functions, accounting, and the service industry to implement practical solutions).
Venture Capital Firm | FinTech SaaS Valuation
SaaS Finance Consultant for a Venture Capital Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, created KPIs with trend analysis providing in-depth analysis of key performance indicators, aligning with industry benchmarks to drive strategic growth, Current Valuation, outlined actionable strategies to achieve a 5X valuation, SaaS Valuation Walk bridging industry standards with company-specific factors to create a clear and actionable valuation framework.
Venture Capital Firm | FinTech SaaS Valuation
SaaS Finance Consultant for a Venture Capital Firm delivering SaaS-Specific Financial Models designed to address the unique dynamics of SaaS businesses, created KPIs with trend analysis providing in-depth analysis of key performance indicators, aligning with industry benchmarks to drive strategic growth, Current Valuation, outlined actionable strategies to achieve a 5X valuation, SaaS Valuation Walk bridging industry standards with company-specific factors to create a clear and actionable valuation framework.
Venture Capital Firm | Fund Accounting & Reporting
Led fund accounting and fund structure optimization initiatives by streamlining Accounting, Tax and Treasury processes tailored specifically for fund management. Strengthened risk and compliance frameworks to ensure full adherence to regulatory requirements and industry best practices. Additionally, implemented robust fund performance reporting and analysis processes to enhance transparency, support investor communications, and drive data-informed decision-making.
Venture Capital Firm | Fund Accounting & Reporting
Led fund accounting and fund structure optimization initiatives by streamlining Accounting, Tax and Treasury processes tailored specifically for fund management. Strengthened risk and compliance frameworks to ensure full adherence to regulatory requirements and industry best practices. Additionally, implemented robust fund performance reporting and analysis processes to enhance transparency, support investor communications, and drive data-informed decision-making.
PE Backed Technology Distributor (B2B) | Support Platform Digitalization
Transformed a manual vendor onboarding process into a fully digital vendor management platform to streamline operations and improve cross-functional collaboration. This initiative enhanced efficiency, reduced cycle times, minimized errors, and enabled real-time tracking and compliance. The digitalization effort was a key enabler in scaling operations, supporting the company’s strategic goal to increase business volume by 3X to 5X through improved vendor integration, faster onboarding, and stronger data-driven decision-making.
PE Backed Technology Distributor (B2B) | Support Platform Digitalization
Transformed a manual vendor onboarding process into a fully digital vendor management platform to streamline operations and improve cross-functional collaboration. This initiative enhanced efficiency, reduced cycle times, minimized errors, and enabled real-time tracking and compliance. The digitalization effort was a key enabler in scaling operations, supporting the company’s strategic goal to increase business volume by 3X to 5X through improved vendor integration, faster onboarding, and stronger data-driven decision-making.