End-to-end FP&A Support for SaaS Industry
Real-world finance and tech impact for a US-based SaaS company.
Client Background
A US-based SaaS organization providing point-of-sale solutions, integrated online ordering systems, mobile ordering applications, loyalty programs, and reporting and management solutions for the restaurant industry.
Solution Offered
Management Reporting, Lender Reporting, Variance Analysis, and Monthly Decks
Budgeting, Annual Planning, Three-year Planning & Rolling Forecasts
13-Week Cash Flow, Reforecasting & Re-estimation
KPI Dashboards, Cohort Analysis, AR Analytics, Retention & Revenue Analytics
Quality of Earnings (QoE) / M&A Support
Key Results
Reporting Efficiency
Automated reporting reduced time and effort, enhancing productivity and consistency.
Data-driven Insights
Provided actionable recommendations based on data-driven analysis.
Stakeholder Visibility
Improved transparency by giving stakeholders access to financial data and reports.
Budgeting Processes
Streamlined budget creation and approval workflows.
Securing a PE Deal
Assisted in securing a Private Equity deal by finalizing the QoE process.