WHAT WE DO

Our Finance Advisory practice helps finance organizations plan smarter, report faster, and analyze better.

  • Finance function maturity assessments and operating model design
  • Long-range planning models, budgeting and forecasting processes, and 13-week cash flow models
  • KPI framework development, rationalization, and reporting infrastructure
  • Board and executive reporting package design and automation
  • Profitability analysis, synergy tracking, and capital allocation support
  • FP&A diligence readiness, investor model development, and IPO preparation support

WHAT WE DO

Our Finance Advisory practice helps finance organizations plan smarter, report faster, and analyze better.

  • Finance function maturity assessments and operating model design
  • Long-range planning models, budgeting and forecasting processes, and 13-week cash flow models
  • KPI framework development, rationalization, and reporting infrastructure
  • Board and executive reporting package design and automation
  • Profitability analysis, synergy tracking, and capital allocation support
  • FP&A diligence readiness, investor model development, and IPO preparation support

WHO WE WORK WITH

Alliance Finance Advisory teams most often work with:

  • CFOs and VP Finance leaders at PE-backed companies where investor reporting and performance visibility are critical
  • Finance leaders at growth-stage companies building FP&A capability for the first time
  • Management teams and boards preparing for M&A events, IPOs, or capital raises
  • Companies that have experienced rapid growth and need to modernize how they plan and report

Alliance Finance Advisory teams most often work with:

  • CFOs and VP Finance leaders at PE-backed companies where investor reporting and performance visibility are critical
  • Finance leaders at growth-stage companies building FP&A capability for the first time
  • Management teams and boards preparing for M&A events, IPOs, or capital raises
  • Companies that have experienced rapid growth and need to modernize how they plan and report

WHO WE WORK WITH

Why Alliance?

Finance advisory work often gets stuck at the strategy level by having recommendations delivered, decks presented, and nothing implemented. Alliance bridges the gap. Our practitioners are experienced investment and FP&A professionals who build the models, stand up the processes, and train your team. And when you need someone to stay in the seat, our Human Capital Solutions practice can deploy interim leadership the same week.

Why Alliance?

Finance advisory work often gets stuck at the strategy level by having recommendations delivered, decks presented, and nothing implemented. Alliance bridges the gap. Our practitioners are experienced investment and FP&A professionals who build the models, stand up the processes, and train your team. And when you need someone to stay in the seat, our Human Capital Solutions practice can deploy interim leadership the same week.

Case Studies

Real results for real finance teams. See how we’ve helped companies drive insights, scale smarter, and transform their office of the CFO.

• FINANCE ADVISORY

PE-BACKED

Rebuilding CARR from the Ground Up Restoring Confidence in a Core SaaS Metric

2.5 Months

From broken metric to single source of truth

1 Year+

Of prior failed consultant effort resolved

After more than a year of failed attempts to fix a broken CARR metric, this healthcare SaaS company engaged Alliance to rebuild from raw contract data. In 2.5 months, Alliance delivered a validated, auditable CARR model adopted as the foundation for board reporting, investor communications, and forecasting.

HEALTHCARE TECHNOLOGY

• FINANCE ADVISORY

PE-BACKED

Securing PE Funding Through a Liquidity Trough with a Rebuilt 13-Week Cash Flow Model

10 hrs/week

Weekly reporting effort reduced

13-Week

Cash flow model rebuilt from scratch

A PE-backed global education company in a liquidity crunch needed a reliable 13-week cash flow model to secure sponsor funding. Alliance rebuilt the model from scratch, produced weekly liquidity updates with sensitivity analysis, and provided the visibility needed to maintain operations and payroll through the trough period.

EDUCATION

• FINANCE ADVISORY

PUBLIC COMPANY

$8M in Cost Savings Through FP&A Redesign for an $80M IT Function

$8M

Cost savings identified

$80M+

IT budget function rebuilt

A publicly traded government contractor needed to rebuild FP&A visibility across its IT organization after a key vacancy and years of fragmented reporting across three ERP systems. Alliance built a vendor-level forecasting model, consolidated data into a single reporting tool, and delivered the executive visibility needed to identify $8M in cost savings.

GOVERNMENT SERVICES

Ready to turn your finance function into a strategic asset?
Let’s talk.

Frequently Asked Questions

Finance Advisory at Alliance means working with the people inside your finance function to build the planning, forecasting, and reporting infrastructure that drives better decisions. Alliance Finance Advisory consultants build the models, design the processes, and work alongside your team until the capability is in place and your people can own it. The result is a finance function that actually moves the business, not just one that reports on it.

A full-time hire is the right answer for some situations, but consulting support can deliver expertise your organization may not need permanently, move faster than a search allows, and cover a broader range of capability than one person can hold. Many Alliance clients use consulting support to build something, then hire the right person to run it. Some maintain an ongoing consulting relationship because the flexibility serves them better than a headcount commitment. The right answer depends on your situation, which is worth a conversation.

Most company stages can benefit from finance advisory support. Growing companies need to build FP&A capability for the first time while mid-market companies need to professionalize planning and reporting as they scale. Companies preparing for a transaction need investor-grade financial infrastructure and established companies sometimes need to rebuild a finance function that’s fallen behind the business.

Alliance helps with reporting that takes too long and tells too little, planning processes that aren’t connected to how the business actually operates, and a finance function that’s too reactive to be a real strategic partner.

Alliance works alongside your existing team. We’re not an outsourced finance function, and we’re not here to assess your people. We’re here to improve the infrastructure, build the capability, and fill the gaps so your team can operate at a higher level. The goal is always to leave you stronger than we found you.