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
A B2B distributor selling to major retailers in the U.S. engaged Sapling to perform a sell-side Quality of Earnings review to support the planned sale of the business. The engagement focused on reconstructing and validating historical financial performance using transaction-level data, bank activity, inventory records,...
A heavy civil construction contractor running operations across several entities asked Sapling to build a management model that delivers private equity-level, best-in-class budgeting and scenario planning. The goal was a 3-statement model and dashboard that builds up from the project pipeline, so the team could...
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