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Let us Manage your Finance Function

We understand that managing the finance function of your business takes time - we can help. Having a dedicated finance partner is critical to your company's growth as it provides optimal visibility over issues and opportunities, positions you to present to investors and lenders, and gives you the time you need to fully focus on growing your business. 

  • Detailed three-statement financial model
  • 6 hours of financial model edits per month
  • Monthly KPI reporting package in Microsoft Power BI and/or Excel
  • Monthly rolling budget vs. actuals 
  • Monthly 1-hour accountability call


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What is a finance partner?

Finance partners are appointed by the CFO of an organization and work closely with the CEO, board members and other senior managers. They typically have an extensive background in accounting or finance and ensure that financial matters such as budgets, forecasting and reporting are done effectively within organizations. Finance partners may be responsible for the financial and operational performance of a particular division or for the entire organization.

What makes a great finance business partner?

There are a few key characteristics that can make someone successful as a finance partner. They must be able to build strong relationships and collaborate with other members of the team, have excellent financial and accounting skills, be able to manage budgets and forecasts and be proactive in identifying potential risks and opportunities.

The role of finance partner is vitally important to the success of any organization, and those who are successful in this role can play a key role in helping their company achieve its goals.

Why do you need a finance business partner?

The industry in which an organization operates will determine the specific duties of its finance partner. However, finance partners typically provide financial expertise to senior management while also ensuring that all financial matters are handled effectively throughout the company.

Finance Partners (FP) help companies make acquisition decisions by providing information on what could be good strategic options for the business after reviewing the financial data

FPs work with a company's CEO and CFO to make sure that all financial decisions made are in the best interest of the company. They also build strong relationships with other members of the team in order to get everyone on the same page when it comes to making important financial decisions.

A finance partner should be good with numbers and have a strong understanding of financial concepts. They should also be able to manage budgets and forecasts, as well as identify potential risks and opportunities. This is a very important role in any organization, and those who are successful in this position can play a key role in helping their company achieve its goals.