top of page

Financial Visibility & Business Acumen

By creating financial visibility and developing repeatable processes for analyzing business information, you are empowering your entire team to seek opportunities for growth. My goal is to help you turn overwhelming amounts of data into curated, structured information that provides you and your team the visibility you need to make informed decisions for your company.
 

You can learn a tremendous amount from your historical data, and it can help you predict the future. I want to help you build the crystal ball.

Our Process

Assess your current tools, processes and data leveraged to make business decisions.
 

Align on and define the core metrics the business uses to drive decisions.
 

Determine the trusted sources of data to be leveraged across the organization.
 

Establish (and/or validate) a common language, making sure everyone understands the core concepts and uses the same terminology for data, business calculations, software capabilities, etc.
 

Strategically create reliable data visibility across the organization (tools, dashboards, etc.) to enable employees in all roles to make successful decisions.
 

Upskill teams in financial acumen through on-the-job opportunities to further their understanding of business metrics and how they influence decisions.
 

Empower employees with methods to measure the performance of their actions and decisions to illuminate
 

Develop storytelling skills using data that matters to create narratives to elevate your company’s overall understanding of how to seek opportunities for growth.

Lake

How can we help?

Email us to connect for an initial consultation!

  • 3
  • 2
bottom of page