Finance Planning, Workday Adaptive Planning, Execution & Strategy
We are a boutique firm designed for Private Equity, Family Offices, and Growth-Stage Companies seeking to maximize results
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Our clients’ needs are constantly changing, so we seek new and better ways to serve them. To do this, we are bringing experienced talent.
- Corporate Financial Planning & Analysis
With over 20 years of experience in dynamic SaaS companies in the Bay Area our firm offers our clients unmatched breadth of experience for the Office of the CEO
- Go-To-Market / Sales Finance
In our previous roles within FP&A, we understand the unique challenge and immense rewards from partnering with CRO’s, CMO’s and Sales Operations in setting up and tracking robust sales KPIs and metrics to focus precious capital in the right areas for growth.
We Offer a Great Number of Finance Services
We help you to unlock the true meaning of data and to provide insightful analysis to drive your company forward.
What People Say About Us
Emmet SunCTO – Clarify Health Solutions
Founder of Company
Over Thirty Years
Finished & Supported
Years of Experience
& Business Consulting
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