CFO Advisory

1. Integrated Business Planning and Analysis

Vantage Peak Advisory offers a variety of Integrated Business Planning solutions. We can optimize Financial Modeling & Forecasting, Business Planning & Budgeting, Business Intelligence, and leverage our expertise to unlock value provided by the Workday Adaptive Planning platform. Our goal is to empower the organization with leading action-oriented processes. We also offer a flexible and scalable ongoing support model that can help add value to your business.

• Financial Modeling & Forecasting 
• Build and update 3-statement financial models based on drivers.
•  Align management reporting with the desired operating model. 
• Integrate financial and non-financial data for better forecasting and driver management. 
• Provide insights and collaboration to make informed and accurate financial decisions.

• Business Planning & Budgeting 
• Implement a strategic planning process (from vision to actions) for clear alignment, ownership, and cross functional dependencies. 
• Develop long-range financial plans based on strategy through sessions with stakeholders. 
• Facilitate operational planning to drive accountability, tradeoffs, and progress. 
• Integrate financial budgeting with operational actions and assumptions to understand how they affect financial performance.

• Performance Measuring & Reporting 
• Track performance for your area owners to ensure accountability and action-orientation. 
• Provide periodic financial management and reporting packages for different stakeholders. 
• Create balanced scorecards to link business decisions and KPIs to financial impacts. 
• Provide flash reporting and accountability streams for timely data and actions across functions.

• Business Intelligence & Analytics 
• Create automated dashboards for real-time KPI reporting that enable leaders to monitor their business. 
• Analyze financial differences and scenarios to assess risks and opportunities. 
• Conduct cost-benefit analyses and business cases to support investment decisions. 
• Assess product profitability, demand outlook, market size and other ad hoc business questions. 
• Understand performance trends, trajectory and future implications – make the right decisions to guide the organization toward its goals.

• Data Automation & Integration 
• Integrate and automate key data sources to improve workflows and establish a single source of truth. 
• Deploy data warehousing solutions for centralized access and data management. 
• Design efficient data architecture to eliminate redundant tools and processes. 
• Provide advanced analytics capabilities and data advisory services.

2. Accounting Services Support

Vantage Peak Advisory’s team of talented and trusted professionals will develop an environment that enables optimal performance. We will align the right people with the right skills at the right time to outperform your objectives. We have professionals who can make a difference for you.

Our accounting experts can assist our clients in the following areas:

• Business process improvement and optimization
• Accounting Roles for Interim and Staff Augmentation – CFO, Controller, Assistant Controller, Manager/Supervisor, Senior, and Staff
• Audit preparation and coordination
• M&A transaction and integration support and cleanup

3. Transaction Services

Vantage Peak Advisory’s  transaction, valuation, and advisory services provide a strategic approach in preparation and execution of a transaction. We will provide full support during a  sale or acquisition, from drafting a letter of intent (LOI), to structuring a deal, to preparing a quality of earnings (QoE) report. Our team has the experience and expertise to help you navigate both the buy-side and sell-side of any transaction.

• Transaction Advisory

We offer comprehensive analytical support to corporate and financial investors across all stages of the deal process. Our team combines deep financial and technical knowledge, commercial awareness, and industry insights.

• Transaction Accounting

Our team of experts helps organizations smoothly integrate newly acquired businesses by setting up effective financial reporting systems. We have a deep understanding of the transition complexities and the relevant requirements and regulations.

• Buy side diligence

We deliver objective and comprehensive analysis to support companies in their acquisition activities. Our team of specialists from various industry and professional backgrounds provides thorough and insightful due diligence for informed decision-making.

• Seller side preparedness

We help you close deals by presenting your financials in the best possible way, coordinating the complex interactions among multiple parties, and preparing you for rigorous financial and contract diligence.

We offer a full range of solutions tailored for middle market companies, private equity firms, and other institutionally backed organizations. We listen and engage in conversation to fully grasp your needs, objectives and culture so that we can match our team’s skill sets, experience and approach to effectively achieve your goals and add value. Our goal is to provide financial and operational management in a flexible engagement structure that suits the complexity and scope of your requirements. Contact us directly to learn more about our services.