What We Do
Long-range planning model design and build including a three-to-five-year integrated P&L, balance sheet, and cash flow
Annual budget process design and execution support
Rolling forecast model development (monthly, quarterly reforecast)
13-week cash flow model development
What we do
Long-range planning model design and build including a three-to-five-year integrated P&L, balance sheet, and cash flow
Annual budget process design and execution support
Rolling forecast model development (monthly, quarterly reforecast)
13-week cash flow model development
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.
• Business Systems & Transformation
REIT
Integrating Finance Operations Following a Complex Acquisition
Accelerated Integration
Unified accounting operations under an aggressive timeline
Stronger Finance Operations
Improved processes, reporting, and financial consistency
Alliance provided experienced accounting and finance support to help a REIT integrate a newly acquired family-owned business operating on different systems, processes, and accounting practices. Working within an aggressive timeline, Alliance helped align financial operations, establish consistent processes, and support a smoother transition while allowing the internal team to remain focused on critical day-to-day priorities.
REAL ESTATE
• ACCOUNTING ADVISORY
ENERGY COMPANY
Strengthening Financial Readiness for a Critical Capital Raise
Reduced Risk
Stronger accounting processes and controls
Greater Readiness
Improved capital raise preparation
Alliance provided senior-level accounting support to help a growing energy company strengthen financial processes, controls, documentation, and reporting ahead of a capital raise. The engagement reduced financial risk, improved the quality and consistency of investor-facing information, and increased speed to market without overburdening the internal team.
ENERGY
• ACCOUNTING ADVISORY
PUBLIC Consulting Firm
Saved 60 Hours Per Month: Leveraging AI to Drive Automation
GL Manager
Interim Support
60 Hours Saved
AI Automation
What started as an interim GL Manager fill, evolved when Alliance identified a broader challenge with the client’s reconciliation of intercompany revenues and expenses. Alliance improved accuracy and reliability of data while deploying a new AI process to improve the close process.
GovCon
