TECHNOLOGY PARTNERS

Connected Reporting Across the Microsoft Ecosystem


CFO Solutions works with Microsoft technologies to help finance teams connect data, improve reporting, and build analytics that support better business decisions. From Power BI dashboards to broader data and cloud solutions, we help organizations turn information into practical visibility.
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Our Approach

Strategic Microsoft Reporting Guidance and Data Experience

We help clients define reporting needs, connect the right data sources, and design Microsoft-based solutions that support planning, performance management, and business reporting across the organization.

Services

Guiding Reporting and Analytics Implementation and Support

Leadership
Jon Coppi, Senior Partner at CFO Solutions, leading complex data modeling and business intelligence integrations.

Jon Coppi

SENIOR PARTNER

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end users to enhance adoption of new technologies.

Learn More About How We Can Help

EPM is our passion, but your business is the starting point. Let’s connect to talk through your goals, your challenges, and how CFO Solutions can help.

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Jennifer Buchanan, Partner at CFO Solutions and Infor Practice lead, providing strategic leadership in performance management.

Jennifer Buchanan
PARTNER, CFO Advisory Services