Sapling was engaged to provide interim financial planning and analysis services, taking ownership over the weekly cash flow forecasting process, and training an analyst to take over work at the end of the engagement
We took over the 13-week cash flow forecasting process, coordinating with 10 business unit controllers to review and approve their cash flow forecasts, and preparing consolidated reports to be sent to the board of directors
We built out additional cash flow models for a newly acquired business unit, and expanded reporting to allow for new analysis
We trained a newly hired analyst at the company to lead discussions with controllers, to conduct variance analysis, and to build a reporting deck prepared for the board of directors
An investment firm focused on providing growth capital has engaged us to perform a detailed review of their investment reporting software, including recommendations for enhancement of the current investment reporting process.
The company was looking for a centralized database to replace outdated software, with the ability to quickly create reports in company specific formats for compliance reporting, and to generate management insights on net asset value trends by class and over time.
