S.03
Service
Numbers that explain themselves before the board asks.
Give leadership teams better visibility into business performance through structured reporting, financial analysis and actionable performance indicators.
Who it’s for
CFOs and finance teams whose reporting describes results but can't explain them.
$20M–$400M revenue
CFO-led brief
Reporting spread across several systems
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When to call us
If this sounds familiar, it’s this service.
Clients rarely arrive asking for Performance & Analytics. They arrive with one of these.
Situation 01
The problem
The monthly pack lists what changed but not why, so every meeting starts by arguing about the numbers.
Why it matters
Decisions slow down or get made on instinct, and forecasts lose the board's trust.
The pack lists variances without causes
Forecasts miss by double digits
Finance rebuilds the numbers each month
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What you receive
Yours to keep and run.
Everything is built on your data and in your tools, and handed over with its definitions.
Baseline report
Delivered week 2
KPI tree + dictionary
Delivered week 4
Monthly pack template
Delivered week 5
Dashboard on your BI
Delivered week 6
04
Timeline & format
Phase by phase.
The longest typical engagement is shown. Shorter scopes compress the middle phases; the baseline and the measurement never move.
01 ·
Weeks 1–2
Reconcile today's numbers across systems and fix the definitions.
02 ·
Weeks 3–4
Build the KPI tree and the driver-based model with your finance team.
03 ·
Weeks 5
Produce the monthly pack and the dashboard on your BI tool.
04 ·
Weeks 6
Run the first month-end together, then hand over.
01
Team
Partner + 1–2 analysts
02
Cadence
Two working sessions a week
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On site
1 day a week
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Your time
Finance team, ~5 hours a week
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Who leads it
In every weekly review.
AS
Portrait · 4:5
Partner, Performance & Analytics
Builds the management view finance teams wish they had: one KPI tree, one model, one monthly pack the board actually reads.
Previously
Group FP&A director, PE-backed distributor
Analytics lead, global consultancy
Sectors
Distribution · Software · Healthcare
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Fee & what's included
Fixed fee, agreed in writing.
The fee covers a typical mid-market scope. You receive the exact scope and fee in a written proposal within a week of the first call.
Included
Data reconciliation across up to four source systems
Model and dashboard built in tools you already own
First month-end run together
Documentation and handover training
Not included
New BI or ERP licences
Data-engineering work beyond the agreed sources
Ongoing pack production (available as a retainer)
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Related results
1 published case.
Every Performance & Analytics case on the site, with its baseline, timeline and source.
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Questions
Before you call.
Specific to this service. Fees, timing and confidentiality are covered in the general FAQ.
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