Accelerating the financial close for a professional services firm
Modernizing the CFO office by transforming manual, spreadsheet-heavy reporting into high-performance, automated executive dashboards.
The Challenge
The firm’s finance team relied on highly manual processes to consolidate data from disparate billing and ERP systems. The month-end process was labor-intensive, often taking 8 days to complete, leaving limited time for actual strategic analysis before the monthly board meeting.
- Manual data consolidation
- High risk of spreadsheet error
- Delayed strategic insights
The Solution
We deployed a centralized CFO dashboard solution on Power BI, integrated with the firm’s core financial systems. This replaced static reporting with a dynamic, self-service financial ecosystem.
Real-time tracking of utilization and billable efficiency.
Automated generation of monthly board pack data.
The Impact
"Transitioning from 8 days to 2 days for month-end close fundamentally shifted the finance team's role from data gatherers to strategic advisors."