In a landscape of overwhelming data, market leaders require fast actionable insights. We partner with forward-thinking companies and Private Equity firms to translate financial complexity into strategic decision making. By integrating automated accounting, forward looking FP&A, and business intelligence, we transform your data from a source of complexity into the actionable intelligence that drives your most valuable decisions.
Smart solutions to automate, optimize, and drive financial intelligence.
Accounting Process Automation
- Financial Close & Reporting Automation
- Accelerate and enhance your monthly, quarterly, and annual close process
- Automate the collection, validation, and reconciliation of source data
- Streamline the creation of standard financial reporting package
- Technical Accounting & Compliance
- Take a data driven approach to develop process automation for complex accounting topics
- Manage and report on debt covenant compliance
Strategic Finance & FP&A
- Financial Forecasting & Modeling
- Develop dynamic, driver-based three-statement financial models using the latest tools and technology
- Build detailed forecasts for Revenue, Sales, ARR, and headcount
- Create custom models for scenario planning, new initiatives, and long-range strategy
- Performance Management & Capital Optimization
- Conduct strategic variance analysis (Budget vs. Actuals, Period over Period)
- 13-week cash flow forecasting
- Analyze and implement strategies for Net Working Capital (NWC) optimization
Business Intelligence and Analytics
- Analytics & Data Engineering
- Design and implement a modern cloud data warehouse (e.g., Snowflake, Databricks)
- Develop robust, automated data pipelines (ETL/ELT) to ingest information from disparate sources
- Model raw data into analysis-ready datasets optimized for performance and business logic
- Implement data governance and validation protocols to ensure data quality, consistency, and security
- Visualization & Dashboarding
- Develop executive-level dashboards to track topline trends, working capital, and KPIs
- Create interactive visualizations for customer, product, and operational data
- Deep-Dive Analytics
- Cohort analysis, customer retention, and lifetime value (LTV)
Analytics and Automation Client Testimonial
"PCG has supported our Finance team for several years, and the level of service they provide is outstanding. From highly Technical Accounting and complex Data Analytics to more general operational support, the PCG team has the diverse skill-set to support us with expert advice and creative solutions in a fast-paced environment. Even in very challenging situations, the PCG team is highly professional and always a pleasure to work with."
John Gargano
SVP, Financial Planning and Treasury
Success Stories from
Finance Leaders Like You
explore more success storiesRebuilding Financial Stability:
How PCG Enabled a Real Estate Platform to Achieve Automation and Audit Readiness
Background:
The Client, a real estate experience platform, had undergone multiple acquisitions, but the lack of systems integration and standardized processes led to significant financial challenges. With U.S. and international audits approaching, they needed a fast, diligent, and structured support.
- Books had not been closed in 15 months, leaving financial data incomplete and unreliable.
- Expense payments and invoicing were manual and inconsistent, causing late vendor payments, unsent or outstanding customer invoices, and unapplied customer payments leading to frustrated vendors and customers.
- Because of all this, Finance leadership lacked confidence in the data and reports within NetSuite.
Approach:
We stepped in as the interim finance and accounting team to support the newly appointed Finance Leader and structured our team around 4 key areas:
- NetSuite / ERP systems optimization and integration
- P2P Process improvement
- O2C and Customer Success
- Financial Statement and Audit Prep
In Phase 1 of the project, we cleared two years of financial backlog and put interim processes in place to stabilize operations.
In Phase 2, we focused on automating and improving O2C processes for better Sales-Finance alignment, improving P2P processes by deploying an AI-driven expense processing platform, completing audit prep, and training new hires.
Outcomes:
- Closed 15 months of financials in 3 months
- Cleaned up two years of customer and vendor data, improving AR and AP accuracy
- Automated customer billing and implemented a process to approve SFDC opportunities and import into NetSuite via CSV
- Consolidated AP platforms from 6 to 3, cutting costs by 35% and streamlining the data entry, approval, and payment process
- Reduced vendor and customer complaints by 40%
- Successfully prepared the Client for their Audit
