Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Our operators bring hands-on experience in complex financial projects including FP&A transformations, system implementations, and process redesigns.

We begin by diagnosing the specific requirements of your financial initiative and deploy an operator with direct experience in that area and industry. For example, if you're implementing a new financial planning system, we'll assign an operator who has led similar implementations and understands not only the system, but both the technical and change management aspects. 

They'll apply proven frameworks for financial system deployments and implementations, while adapting their approach to your organization's unique needs and timeline requirements. 

Our operators specialize in critical financial initiatives including budgeting and forecasting implementations, financial process optimization, reporting implementations and transformations, and strategic planning projects. 

They bring leadership experience from financial operations roles and have typically served as Finance Directors, FP&A leaders, or Financial Controllers. Each operator has a track record of successfully delivering complex financial projects under tight deadlines.

We specifically match operators who have executed similar projects in your industry or with comparable complexity to ensure they can hit the ground running.

Unlike traditional consulting models, we assign a dedicated financial operator who maintains full accountability throughout your project's duration.

This operator focuses solely on your initiative, ensuring consistent leadership and deep understanding of your financial environment. They implement our tested risk management frameworks specifically designed for financial projects, including regular milestone tracking, systematic knowledge transfer protocols, and clear documentation of financial processes and decisions (especially processes new to the client). 

We've found this dedicated approach particularly crucial for sensitive financial projects where continuity, efficiency and precision are essential. 

We implement protocols like multi-level data validation, reconciliation checkpoints, and parallel testing periods for critical financial processes.

Our risk framework typically includes comprehensive validation procedures, data backup protocols, and contingency planning designed to protect data integrity. We adapt these controls based on project complexity and your specific requirements to maintain accuracy throughout execution.

Knowledge transfer begins early through structured documentation, process guides, and targeted training sessions with your team.

We help create detailed operating procedures, conduct role-specific training, and implement monitoring tools that support long-term performance.

This systematic approach ensures your team develops the capabilities needed to maintain improvements after project completion.

We use KPIs like process efficiency rates, accuracy metrics, cycle times, and resource utilization to monitor progress.

Regular tracking typically includes milestone completion status, error reduction trends, and user adoption levels to demonstrate improvements.

We establish baseline measurements and implement reporting that keeps stakeholders informed while enabling data-driven decisions throughout the project.