OUR PARTNERS

Planful EPM for Planning, Forecasting & Reporting


As a long-standing Planful partner, CFO Solutions helps finance teams strengthen planning, forecasting, consolidation, and reporting with Planful. We implement and support Planful environments that connect financial processes, improve visibility into performance, and give teams a more efficient way to plan, analyze results, and respond to change.
Planful implementation services graphic representing enterprise FP&A and EPM rollout led by CFO Solutions
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Completed Projects
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Planful Implementation & Delivery Expertise

Strategic Planful Guidance & FP&A Experience

Our team works with clients to design, implement, and support Planful around their specific finance processes and reporting needs. From budgeting and forecasting to consolidation and management reporting, we help build environments that are practical for finance teams to manage and flexible enough to support changing business requirements.

Planful Services Across the EPM Lifecycle

Supporting planning, forecasting, consolidation, reporting, and ongoing platform success

Leadership Team
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Jennifer Hortz

Partner

Tactical and methodical, Jennifer helps clients execute their vision. Jennifer draws from her prior experience as a client implementing an EPM solution to empathize with the challenges and goals our clients seek to resolve. Jennifer leads our Planful (formerly Host Analytics) Practice.
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.

Take the Next Step
with Planful

Talk with our team about your goals, current environment, and how Planful could support your finance processes and long-term plans.

Schedule a Discovery Call
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Joe Martins
Senior Solution Architect
Planful Practice
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Cash Collins
Senior Manager
Planful Practice EMEA