Strategic Finance · Automation · AI
Strategic Finance Advisory, Automation & AI for PE Portfolio Companies and High-Growth Businesses
We work alongside your finance team — advising, automating, and accelerating.
How We Work
We don't replace your finance team — we amplify them.
Engagements scale up and down. We come in with senior finance firepower, put the systems and frameworks in place, and transfer capability to your team so the improvement sticks long after we're gone.
Assess
We map the current finance function — reporting, systems, close cycle, and what leadership actually needs to decide. Output: a prioritized plan with fast wins and longer-arc projects.
Implement
We build — dashboards, models, close acceleration, ERP advisory, AI workflows — working alongside your team as an extension of the function, not a black-box consultant.
Transfer
Knowledge, documentation, and ownership move to your team. We scale our involvement up or down based on what the business actually needs — not a retainer floor.
Services
Senior finance capability, delivered where you need it.
From board-level strategy to Power BI builds to AI workflows — a connected set of services, not a menu of silos.
Fractional CFO, Controller & Bookkeeping Support
Senior finance leadership and operational accounting — without the full-time hire.
Learn more →
Strategic Finance Advisory
Board-ready strategy for PE-backed and high-growth companies.
Learn more →
FP&A & Performance Management
Forecasts, KPIs, and profitability intelligence that drive decisions.
Learn more →
Power BI Automation & Real-Time Reporting
From month-end spreadsheets to real-time, self-service dashboards.
Learn more →
Accounting & Controllership Support
Clean books, fast closes, audit-ready results.
Learn more →
ERP & Systems Advisory
Implementations that deliver — without the 18-month detour.
Learn more →
Exit Readiness & Due Diligence
Positioning portfolio companies for the best possible exit.
Learn more →
Acquisition Integration
Day-one finance integration that holds up under sponsor scrutiny.
Learn more →
AI for Finance & Admin
Practical AI that removes repetitive finance work.
Learn more →
Industries
Depth across the industries that move the needle.
Operational finance expertise earned in manufacturing, real estate, SaaS, healthcare, fashion, e-commerce, and private equity.
Manufacturing
Cost, covenant, and capex intelligence for multi-site manufacturers.
Explore →
SaaS & Subscription
The finance function Series A through growth-stage investors expect.
Explore →
Real Estate & Property Management
Yardi-integrated multi-entity reporting for PE-backed portfolios.
Explore →
Healthcare & Compounding Pharmacy
Operational finance for regulated, inventory-heavy healthcare businesses.
Explore →
E-commerce & CPG
Channel, pricing, and contribution margin intelligence.
Explore →
Fashion & Apparel
Global sourcing, channel complexity, and SAP — all in finance view.
Explore →
Private Equity Fund Operations
Sponsor-level reporting and portfolio company oversight.
Explore →
In Their Words
What operators and executives say.
“Within that reporting FPnA People also created the ability to drill in and examine granular detail allowing executive management to make decisions rapidly.
“Ability to make quick, informed, and impactful decisions is priceless in today's dynamic environment, and FPnA People enables us to do exactly that.
Ready to Elevate Your Finance Function?
Let's talk about how strategic finance, Power BI automation, and AI can compound into a real competitive advantage.