F&A Support and
Transformation
Transformation
Institutional-grade depth, delivered at the speed PE timelines demand.
Proven Processes
How We HelpÂ
01
Project and initiative support
02
Process evaluation, mapping, design, and implementation
03
Add-on acquisition integration support
04
Business analysis and intelligence
05
Accounting close-cycle evaluation and process improvement
06
Data lake and data warehouse implementation
CASE STUDY
Corporate Finance Capacity Across 70,000+ Project
How Baker Tilly streamlined data complexity and protected delivery speed during a landmark Hellman & Friedman funding round.
The Challenge: Managing highly complex corporate operations across a massive global footprint required a monumental effort to maintain data consistency, threatening to drag down internal team capacity and stall strategic timelines during high stakes funding reviews.
The Turnaround: Transformed raw transactional data streams into clear, centralized service line models, standardizing more than 70,000 complex client projects to systematically structure the firm entire transaction narrative and pre engineer automated analytics.
The Impact: Materially increased deal and reporting velocity while completely safeguarding internal executive advisory teams from operational burnout, successfully supporting the funding transaction advised by William Blair.
Our People
Staff Augmentation
Interim CFO Services
Our roster of CFOs has diverse experience across industries including CPG, manufacturing, food and beverage, cosmetics, HVAC and more. They can be deployed on demand to fill critical gaps throughout the hold period.
VP Finance or Director
Our VP and Director Finance level players can fill in on a short or long-term basis to help launch key initiatives, fill critical gaps, and stand up new functions, departments, or processes.
Managers or Analysts
Our team of high-level data scientists, managers, and financial analysts can augment your team in-seat to pilot projects that fall outside your team's expertise or bandwidth.
Controller and Accounting
From CPAs to MBAs, we bring diverse expertise across many accounting roles. We can serve in interim roles, stand up new accounting functions, or fill in on a longer-term basis as required.
Our System
Catalyst®
FP&A Software
FP&A Software
Catalyst® is our proprietary FP&A and reporting software — a quickly deployed, cloud-based system. Catalyst automates time-consuming data aggregation and number-crunching tasks so the management team can find answers quickly and keep their focus on value creation.
When to Call Us
Expand bandwidth to launch key F&A initiatives faster, with proven people, processes, and systems
Where We Play
