What Strategic Finance Did for a $40M Services Business
What Strategic Finance Did for a $40M Services Business
A $40M professional services company had strong fundamentals but cracks were starting to show. Margins were eroding. Cash flow was unpredictable. And investors were growing uneasy. The CEO was under increasing pressure to explain the performance gap and present a credible plan forward.
The problem wasn’t execution. It was visibility.
Finance had reporting under control, but they couldn’t look forward. The company was still relying on static spreadsheets, backward-looking dashboards, and fragmented assumptions. There was no real-time financial model. No rolling forecast. No ability to model cash needs or capital timing. And no support system for weighing strategic tradeoffs.
Board meetings had become tense. Investors were asking for clarity, and the CEO was stuck in the middle with a finance team that simply wasn’t equipped to provide the answers.
That’s when the CEO turned to Financiario.
Within 7 days, Financiario deployed a fully integrated strategic finance engine that changed everything. The company gained access to a live multi-year financial model tied directly to real-time data. Dashboards began updating automatically. Scenario modeling tools were introduced, enabling the leadership team to compare tradeoffs, plan contingencies, and track progress to financial goals.
Instead of preparing for another defensive board meeting, the CEO presented a confident path forward complete with a new capital plan, updated assumptions, and a plan to protect margins while continuing to scale.
As a result, the board extended support. Investors re-engaged. A follow-on funding round closed on time. And the company was able to shift back into growth mode with renewed credibility and a financial system designed for forward motion.
Financiario didn’t just fix a visibility issue. It restored trust and gave leadership a way to stay ahead.
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