Types of Financial Reporting Projects
We Support

We help Finance Teams tackle a wide range of reporting needs, including:

  • SEC Reporting 10Q and 10K
  • Planning Process Design & Enhancement

    • Long-range planning models
    • Annual budget processes
    • Rolling forecast frameworks
    • 13-week cash flow modelsLong-range planning models

  • Board & Investor Reporting Packages

  • Management Discussion & Analysis (MD&A) Drafting

  • Consolidation & Reporting for Multi-entity Structures

  • Goodwill Impairment

  • Audit Preparation & Support

  • Footnote Disclosures & Tie-out

  • KPI Development & Financial Dashboards

  • Budget vs. Actual & Variance Analysis

  • Implementation of Reporting Tools & Close Automation

Types of Financial Advisory Projects
We Support

We partner with CFOs and finance leaders across four core areas:

  • Finance Optimization

    • Finance maturity assessments
    • KPI rationalization
    • Reporting development and automation
  • Planning Process Design & Enhancement

    • Long-range planning models
    • Annual budget processes
    • Rolling forecast frameworks
    • 13-week cash flow models
  • Value Creation Support

    • Profitability analysis
    • Synergy tracking
    • Capital allocation decision support
  • Transaction Readiness

    • FP&A maturity assessments
    • Investor-grade financial model development
    • Public peer analysis
    • IPO readiness

Why Alliance?

Because real Financial Advisory expertise means no learning curve and no time to waste.

Our consultants don’t just advise, they’ve done the work.They’ve built the models, run the planning cycles, and delivered analysis that drives real business decisions. We engage quickly and structure every project around your specific needs, whether that’s embedded support, a defined project, or an ongoing fractional relationship.

Alliance’s Finance Advisory practice supports organizations at every stage, from high-growth private companies and private equity-backed businesses to publicly traded enterprises managing complex reporting demands. Whatever your stage or situation, we bring the expertise to meet you where you are and the experience to get you where you need to go.

Why Alliance?

Because better reporting leads to better decisions and stronger stakeholder confidence.

At Alliance, we understand that financial reporting isn’t just about checking boxes. It’s about telling the right story, backed by clean data, consistent processes, and strong internal controls.

Our team brings deep experience in both private and public company environments, with the ability to step in quickly and bring order to complexity. Whether you need help building your reporting infrastructure or producing investor-ready deliverables, Alliance has the resources and insights to get it done right and on time.

With our end-to-end approach, we’re not just another vendor, we’re your strategic partner in building a more resilient and responsive finance function.

[ Featured Case Study ]

FINANCIAL ADVISORY
Private Equity-Backed Financial Technology Company

After rapid growth and high turnover within the accounting department, a technology company urgently needed help to stabilize its accounting and complete its year-end close and audit. With tight deadlines and no consistent team, the company relied on Alliance for interim leadership and hands-on support. Alliance rebuilt the close cycle, restored confidence in financials, and ensured a smooth transition to a fully staffed internal team.

• Month-End Close Stabilization

• Interim Leadership

• Financial Reporting Support

• Scalable Team Integration

• Compressed audit timelines from 11 months to just three and a half months, enabling timely, accurate financial disclosures.

• Built a reliable, repeatable close process that transitioned seamlessly to a new internal team—with zero turnover under Alliance’s interim leadership.

“Alliance stepped in at a time when we were facing serious instability. With looming deadlines and a fragmented team, they brought the leadership, structure, and hands-on support we desperately needed. Their ability to rebuild our close process and restore confidence in our reporting was nothing short of exceptional.”

– Controller

FINANCIAL REPORTING
Publicly Traded Multimedia Company

The client, experiencing major delays in financial reporting due to turnover, missed SEC deadlines, weak internal controls, and restatements, engaged Alliance to restore its finance function. Manual processes and legacy systems caused data issues. Alliance provided expert support to remediate reporting, ensure compliance, improve accuracy, and transition to the Workiva platform for lasting efficiency.

• End-to-end Ownership

• Restatement & Corrections

• Control Assessment

• Workiva Implementation

• Brought all outstanding regulatory filings current, restoring compliance with SEC requirements and investor confidence.

• Enhanced the accuracy, speed, and efficiency of the financial reporting process— creating a more resilient and agile finance function.

“Jonathan played a key role in getting our financial reporting back on track and ensuring timely filings. He efficiently implemented Workiva for financial reporting and improved the 10Q and 10K processes, setting the company up for long-term time and cost savings.”

— Assistant Controller

Frequently Asked Questions

Finance Advisory focuses on the forward-looking side of the finance function including FP&A, planning, forecasting, performance analysis, and transaction readiness. Where accounting captures what has already happened, Finance Advisory helps organizations use financial data to make better decisions going forward.

In a finance maturity assessment, we evaluate your current state across process maturity, reporting quality, planning effectiveness, and KPI relevance, then develop a prioritized roadmap for improvement focused on changes with the most meaningful operational impact.

We assess the maturity of your FP&A processes, build investor-grade financial models, and conduct public peer analysis to ensure your financial story holds up under scrutiny. We’ve supported organizations through every stage of the transaction journey and understand what sophisticated buyers and investors expect to see.

Long-range planning models, annual budget models, rolling forecast frameworks, 13-week cash flow models, and investor-grade models for transactions and capital raises. Each of these are tailored to your business and built to be used, not just delivered.

Ready to
move the business forward?