What We Do
Board and executive reporting package redesign
KPI framework development
Variance analysis infrastructure
Management report automation
Dashboard design and data visualization strategy
Reporting calendar and ownership structure design
What we do
Board and executive reporting package redesign
KPI framework development
Variance analysis infrastructure
Management report automation
Dashboard design and data visualization strategy
Reporting calendar and ownership structure design
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
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.
• AI & ANALYTICS
PE-BACKED
From 20-Day Billing Backlogs to 2-4 Days with AI-Enabled Invoice Automation
20 → 2-4 Days
Invoice processing time reduced
5
AI-powered solution components deployed
A PE firm's portfolio company struggled with a highly manual billing process requiring 20+ days to generate and distribute invoices, straining cash flow, and inflating DSO. Alliance designed and deployed an AI-enabled billing solution that automated contract extraction, billing logic, and invoice generation which resulted in cutting processing time to 2-4 days and building a scalable process that grows without added headcount.
PORTFOLIO COMPANY
• HUMAN CAPITAL SOLUTIONS
PE-BACKED
24 Technical Hires in 10 Months to Build Out a Product and Engineering Organization
24
Technical hires completed
10 Months
Full build-out delivered
A venture-backed aerial intelligence company needed to rapidly scale across engineering, DevOps, UI/UX, product, and API development, plus interim Salesforce and Microsoft business systems support. Alliance delivered targeted executive search, direct hire, and flexible interim staffing to complete 24 hires and meet critical product milestones.
TECHNOLOGY
• HUMAN CAPITAL SOLUTIONS
NATIONAL FIRM
8 Costpoint Professionals Placed in Weeks to Stabilize a Post-Go-Live Finance Function
8
Professionals placed
<2 Weeks
Average time to deployment
Following a Costpoint go-live, a national accounting firm faced post-implementation challenges impacting Markets Finance and Accounts Payable. Alliance rapidly identified and placed eight Costpoint-experienced professionals to bridge the gap, ensuring operational continuity while the internal team focused on stabilization and training.
PROFESSIONAL SERVICES
Better information leads to better decisions.
Let’s build reporting your leadership will actually use.
Frequently Asked Questions
Management reporting is how your finance function communicates performance to the people running the business such as your leadership team, your board, and your investors. When it’s done well, it drives faster, more confident decisions. When it’s not, it creates noise, delays, and questions about whether the numbers can be trusted. Alliance helps finance teams build reporting that serves the people reading it, not just the people producing it.
Financial reporting is about compliance, including producing accurate statements for auditors, regulators, and investors. Management reporting is about decision-making such as giving leadership the right information, at the right level of detail, at the right time.
