Enterprise Performance Management
Streamline financial planning, budgeting, forecasting, and consolidation with integrated EPM solutions that connect strategy to execution and deliver real-time financial insights.
OVERVIEW
Transform financial planning & analysis
Our Enterprise Performance Management solutions help CFOs and finance teams move beyond spreadsheets to integrated, automated planning and reporting processes.
We implement best-in-class EPM platforms for budgeting, forecasting, financial consolidation, and close management. Our solutions connect financial and operational data, enabling driver-based planning and what-if analysis.
From FP&A automation to regulatory reporting, we deliver end-to-end EPM solutions that improve accuracy, accelerate cycles, and provide real-time visibility into financial performance.
CORE SERVICES
What we deliver
Comprehensive EPM solutions for modern finance organizations
Integrated Planning & FP&A
Connect financial and operational planning with driver-based models and rolling forecasts.
- Annual budgeting
- Rolling forecasts
- Scenario planning
- Driver-based planning
Financial Consolidation
Automate multi-entity consolidation with intercompany eliminations and currency translation.
- Multi-entity consolidation
- Intercompany eliminations
- Currency translation
- Regulatory reporting
Close Management
Accelerate month-end close with automated tasks, workflows, and reconciliation management.
- Task automation
- Close checklist
- Reconciliation tracking
- Variance analysis
Profitability Analysis
Understand profitability by product, customer, channel, or business unit.
- Product profitability
- Customer profitability
- Channel analysis
- Cost allocation
Management Reporting
Automated financial reporting with drill-down from summary to transaction detail.
- Board reporting
- Variance reporting
- Dashboard creation
- Commentary management
Strategic Planning
Long-range strategic planning with scenario modeling and sensitivity analysis.
- 5-year strategic plans
- M&A modeling
- Capital planning
- Investment analysis
USE CASES
Real-world applications
How EPM transforms finance operations
📅 Annual Budget Automation
Replace Excel-based budgeting with collaborative, workflow-driven processes that reduce budget cycle time from months to weeks while improving accuracy.
🔮 Rolling Forecasts
Implement continuous planning with 12-18 month rolling forecasts updated monthly, enabling agile response to changing business conditions.
🌐 Multi-Entity Consolidation
Automate consolidation across 50+ legal entities with automated intercompany eliminations, currency translation, and minority interest calculations.
⚡ Fast Close
Reduce month-end close from 15 days to 3 days with automated task management, reconciliation workflows, and real-time close dashboards.
📊 Driver-Based Planning
Link financial plans to operational drivers (headcount, units, customers) enabling what-if analysis and rapid re-forecasting.
🎯 Profitability Optimization
Identify unprofitable products, customers, and channels with detailed profitability analysis including fully loaded costs and allocations.
OUR APPROACH
How we work
A proven methodology for EPM success
Assessment
Evaluate current processes, pain points, and define future-state requirements.
Design
Design financial models, hierarchies, workflows, and integration architecture.
Build & Test
Configure platform, load data, build reports, and conduct rigorous testing.
Deploy
Roll out to production with change management and hands-on training.
TECHNOLOGY STACK
Platforms we implement
Best-in-class EPM platforms for enterprise finance
WHY CHOOSE US
The AdvantageX difference
Finance Expertise
Former CFOs and finance professionals who understand your challenges.
Rapid Implementation
Proven accelerators and templates for faster time-to-value.
Change Management
Focus on user adoption with training and ongoing support.