FIS CONSULTING
We deliver financial products and processes that lead to actionable insights and improved business results. We offer a sustainable and automated end-to-end solution that links summary data to detail data.
Primary Goals and Objectives:
- Drive value
- Focus on understanding Business Problems
- Find actionable solutions that drive impact
Our Capabilities
Our mission is to deliver financial products, processes, and services that lead to actionable insights, improved business results and efficient management of financial tasks and responsibilities
Financial Effectiveness
We help organizations achieve their strategic goals and enhance financial performance and stability
Strategic Planning
We help create and manage budgets and forecasts, develop comprehensive business plans, and build models to simulate different scenarios and outcomes
CFO & Controller Services
We help automate balance sheet and income statement trends to streamline the monthly accounting close and provide financial reporting in a timely manner
Performance Management
We help automate FP&A processes related to financial reporting to improve the speed and accuracy of decision making
Reporting & Analytics
We help organizations align strategies and compensation plans with the overall business strategy to drive results and improve financial decision-making
Database Organization
We help organizations clean and organize their financial data to enable effective reporting and further financial modeling to meet the unique needs of the organization
PRODUCT OVERVIEW
Align analytics with business objectives. What gets measured improves.
Extract/Transform Load
Consolidating customer data, summarizing key information, organizing it through GL strings, creating a centralized database, and ultimately generating financial reports for informed decision-making.
FP & A
Creating budgets and forecasts, analyzing multi-dimensional data across products and sales, evaluating performance over various time frames.
Performance Management
Setting sales quotas, tracking performance against plans across segments, managers, and account executives, maintaining daily scorecards for immediate feedback, and analyzing product-specific results.
Reporting and Analytics
Creating product P&Ls, operating statements, tracking product and sales KPIs, analyzing customer and profitability metrics, and deriving actionable insights to guide strategic decisions and optimize business performance.
Value Added Services
Supporting strategic decisions, developing NPV/IRR models, implementing customer scoring algorithms, and managing commission structures.
THE PROBLEM
Spreadsheet Problems
Finance teams can’t get out of spreadsheets. Spreadsheets are easy to start but turn into errors and inefficiency
Data Source Issues
A P&L statement is made up of dozens of income types in different systems. Managers lose time and efficiency gathering information and creating own reports
BI Tools & Costs
Costly and rely on users to effectively communicate action items to take. Assume detail data underlying summary metrics are linked
THE SOLUTION
FInancial Data & Processes
Connect to data
Transform and organize your data
Build database to streamline financial processes
Target Audience
Small and mid-market organizations
Organizations looking to profitably grow business
Organizations looking for enhanced financial reporting
Reporting and Analytics
Turn data into actionable insights
Identify trends to drive sales growth
Create & maintain budgets, forecasts, & KPIs
Benefits
Increase speed to insight
Enhanced accuracy & timeliness of financial reporting
Data driven decisions to improve financial decision-making
Guiding Customers
How We Can Help
View Our Portfolio
Contact Us
Unlock your financial potential by partnering with a trusted financial solutions provider who can streamline your processes, enhance decision-making, and drive growth.
Get A Proposal
Discover how our tailored financial solutions can transform your business – request a proposal today to take the first step towards optimized financial performance and strategic growth.
Work With Us
Experience the power of expert financial guidance – collaborate with our team to elevate your financial strategies and achieve your business goals.
