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Financial Process Transformation and Analytics


Financial Process Transformation and Analytics

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In any enterprise facing challenges of growth and transition, Finance is the key business partner that guides senior and operational management to achieve corporate goals and increase profitability and value. This requires that Finance lead the whole organization in identifying opportunities to expand the top and bottom lines, finding and realizing operational efficiencies, and developing informed plans and forecasts while assuring financial stability.

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Based on the unique needs of each client, Avant® helps streamline financial planning and forecasting, performance and profitability analytics, and reporting of financials and key metrics to decision-makers. We work with the CEO or CFO and their staff to evaluate and select the best-fit software solutions including ERP, financial planning, reporting and dashboards, and then guide implementation efforts to assure success.

Avant® helps you deliver the right information to the right people at the right time

ERP and Financial Planning Solution Selection & Implementation

You may need a more robust accounting or ERP system to better manage growth, or maybe you have outgrown spreadsheets for budgeting and forecasting. We’ll help you find and implement the best-fit modern ERP or financial planning solution, following a logical and proven 3-step approach:


We understand your particular needs and requirements through an in-depth discovery and assessment.


Based on your unique needs and objectives, we guide you through the vendor evaluation and selection process to help you decide on the best-fit solution.

Implementation Management

We closely manage the implementation and integration, coordinating client, vendor and implementation partner staff and assuring that testing and validation occur along the way.

Profitability Analytics & Optimization

Leveraging our powerful Avant Edge™ Profit Optimizer analytic solution, we discover opportunities hidden in your sales and cost data to significantly improve your product, customer, and line of business contribution margins. Starting with just a few data points, we deliver actionable insights and give you custom-tailored recommendations, then work with your team to implement specific decisions that will increase EBITDA within a few short weeks. The assessment and demo, using your data, are no charge, and we guarantee a significant return on your investment!

FP&A Process Improvement

A common “growing pain” experienced by Finance departments in middle-market companies is the need to develop a robust Financial Planning and Analysis (FP&A) function. We can help you establish or update an effective, business-centric analytics, planning and reporting foundation that will strengthen Finance’s role as a business partner for growth and value creation.

Bringing our significant FP&A experience, we work closely with your staff to:

  • Identify specific analytics, planning and reporting, as well as sources of data, that will best support your business model and enable management to make more informed decisions
  • Develop KPIs and reporting dashboards that will help align your organization on business strategies and track progress toward goals
  • Implement improved financial planning and forecasting, integrated with sales and operational drivers and keeping you abreast of underlying changes that impact financial results
  • Lead the selection and implementation of a financial planning and reporting software solution to modernize and integrate your financial management processes
  • Create an organizational and skills strategy for your Finance team, or provide you with temporary staff augmentation as you need it