INDUSTRIES

Finance Transformation Expertise Across Industries

Every industry operates differently, but finance teams share many of the same challenges. CFO Solutions helps organizations improve planning, forecasting, reporting, consolidation, and performance management with solutions built around the way their business actually operates.

Common Finance Challenges. Industry-
Specific Context.

Your industry shapes the way you plan. Business models, cost structures, regulations, market pressures, and performance drivers vary widely from one organization to another. That is why we don't approach finance transformation as a one-size-fits-all exercise.

Across industries, CFO Solutions helps organizations connect financial and operational planning, improve reporting and visibility, strengthen forecasting and scenario modeling, and build EPM processes around the way their business actually operates.

The goal is the same: give finance teams better information, more efficient processes, and greater confidence in the decisions ahead.

Healthcare:

Managing Cost Pressure Without Compromising Care

Healthcare finance teams must manage labor costs, reimbursement pressure, supply expenses, capital needs, and regulatory demands without losing sight of the organization’s broader mission.

With stronger budgeting, forecasting, reporting, and cost visibility, healthcare leaders can make better-informed decisions in a complex operating environment.

Not-for-Profit & Government

Making Limited Resources Go Further

Not-for-profit and government organizations must make limited resources go further while meeting increasing expectations for transparency and accountability.

Connecting budgets, forecasts, grants, programs, and organizational priorities gives finance teams greater visibility and supports more responsible decision-making.

Private Equity & Holding Companies:

Turning Portfolio Complexity Into Insight

Managing multiple companies, entities, and operating models requires both a high-level view of performance and the ability to understand what is driving results.

Greater portfolio visibility and consolidated reporting help leaders evaluate performance, model leverage and refinancing scenarios, and identify opportunities for value creation.

Retail & Consumer Products:

Responding Faster to Demand and Margin Pressure

Retailers and CPG companies operate in an environment of changing demand, pricing pressure, channel complexity, and supply chain volatility.

Better visibility across products, brands, customers, and channels helps finance teams understand margins and model the impact of changes in pricing, demand, and costs.

Manufacturing:

Connecting Operational Performance With Financial Planning

Manufacturers must triangulate sales goals and financial plans with the realities of production, labor, materials, supply chains, and capital investment.

Bringing operational and financial information together gives finance teams clearer insight into costs, margins, and changing labor, supply, and production conditions.

Life Sciences & Pharmaceuticals:

Funding Innovation With
Greater Financial Control

Long development cycles, significant R&D investment, regulatory requirements, and global operations make financial planning especially complex for life sciences and pharmaceutical organizations.

Clearer visibility into R&D spend, forecasting, and reporting helps finance teams evaluate changing development, pricing, and market scenarios with greater confidence.

Financial Services:

Navigating Growth, Risk, and Regulatory Complexity

Financial services organizations operate in an environment shaped by regulatory oversight, changing interest rates, evolving products, technology investment, and complex capital decisions.

Stronger planning, reporting, and scenario modeling provide clearer insight across products, portfolios, business lines, and entities while supporting complex capital and risk decisions.

See Our Industry Experience in Action

Every transformation starts with a different challenge.

Our work spans organizations with complex planning, reporting, consolidation, forecasting, and performance management needs. Explore selected client stories to see how CFO Solutions has helped finance teams modernize processes, improve visibility, and build stronger foundations for decision-making.

A professional male consultant in a modern office environment smiling while reviewing financial planning documents with a colleague, representing the collaborative and expert advisory support provided to mission-driven organizations.

Linking Workforce and Occupancy Planning for Confident Growth

Active Care Group relied on numerous spreadsheets for planning, making it difficult to connect changing residential occupancy with workforce requirements.

CFO Solutions implemented a centralized Planful environment that links occupancy and staffing plans, giving finance and business teams greater consistency, visibility, and confidence.

Click the Case Study to see how Active Care Group connected workforce and occupancy planning to support continued growth.

Freeing Finance to Focus on Insight and Better Decisions

EBSCO Industries’ finance teams spent significant time gathering and reconciling information from spreadsheets, PDFs, and separate systems.

CFO Solutions implemented Board as a centralized planning and reporting platform, saving thousands of hours and allowing finance to focus more attention on analysis and better business decisions.

Click the Case Study to see how EBSCO freed finance to focus on insight.

Expanding Financial Transparency Through ERP Change and Growth

Tyler Technologies needed to modernize financial consolidation while navigating a new general ledger, evolving reporting requirements, and continued growth through acquisitions.

CFO Solutions established Board as a scalable enterprise finance platform, improving transparency and supporting adoption by more than 200 users.

Click the Case Study to see how Tyler strengthened its financial foundation during a major ERP transformation.

Strengthening Financial Visibility Across a Newly Combined Global Organization

Following a major business combination, Propelis needed clearer visibility across its services, clients, and global markets.

CFO Solutions implemented an integrated Board environment that established a consistent source of financial information and reduced time spent validating data.

Click the Case Study to see how Propelis improved financial visibility across a newly combined global organization.

Standardizing EPM Deployment Across an Evolving Global Portfolio

Danaher needed a consistent way to deploy financial consolidation and reporting capabilities across a portfolio that continually acquires, reorganizes, and spins off businesses.

CFO Solutions developed a reusable EPM framework that has supported more than 15 deployments and continues to guide Danaher’s transition to OneStream.

Click the Case Study to see how Danaher standardized EPM deployment across its global portfolio.

Reducing Implementation Risk to Maximize Oracle EPM Value:

Badger Infrastructure Solutions needed to reduce risk before implementing Oracle EPM alongside its existing Oracle Fusion ERP environment.

CFO Solutions led a Phase 0 engagement that resolved critical scope and design decisions, helping Badger complete the implementation largely on time and on budget.

Click the Case Study to see how early planning helped Badger realize greater value from its Oracle investment.

Avoiding Further EPM Investment Until the Foundation Was Ready

After several EPM rebuilds, a large retail and private-label products company needed an objective assessment before investing further.

CFO Solutions identified foundational issues across the company’s ERP, data warehouse, and reporting environment. Leadership paused EPM development and prioritized the work required for a more successful implementation.

Click the Case Study to see how the company avoided further investment until the right foundation was in place.

Experience That Goes Beyond Technology

Successful finance transformation requires more than knowing the software. Our team brings experience across industries, finance functions, and EPM platforms, helping organizations design solutions around their business requirements, operating realities, and long-term goals.

Cross-industry experience and a shared commitment to your success.

Meet Our Industry
Finance Experts

Connect with a CFO Solutions expert who understands the challenges different industries face. We can help you evaluate your forecasting, close, and reporting needs and discuss practical next steps tailored to your business.

Schedule a Discovery Call

Sean Souza, Senior Partner at CFO Solutions, providing leadership in technology-based finance solutions and process optimization.

Sean Souza
Senior Partner
OneStream Services