Strategic FP&A
Encore’s Strategic FP&A expertise spans the full spectrum of areas managed under the Office of the CFO, from developing robust operating and cash flow financial models to assisting M&A transaction execution. Encore’s team of experienced professionals provides hands-on support, working closely with clients to identify opportunities for value creation, improving financial planning processes, and enhancing decision-making through data-driven insights and dashboards. By combining deep financial acumen with operational expertise, Encore Partners helps companies achieve their strategic objectives and execute on Value Creation Plans.
Strategic FP&A Expertise
Investor Reporting Automation
Encore draws on deep operational and consulting experience to augment or design best-in-class board and investor reporting packages. We catalog and report all KPIs, including backlog and demand forecasting, while adapting to evolving data environments. Leveraging your existing data platforms and infrastructure, we create automated, refreshable dashboards for real-time visibility. Partnering with Encore reduces costs and bridges skill gaps through rapid development of comprehensive reporting packages.
Budgeting and Forecasting
Encore Partners offers budgeting, forecasting, and reforecasting expertise to drive operational discipline and enable insightful monthly budget vs. actuals reviews. We help anchor sales team expectations, optimize hiring strategies, and control operating expenses for sustainable financial performance. Partnering with Encore ensures a proactive and data-driven approach to budgeting and forecasting.
Capital Raise and M&A
Encore provides on-demand financial expertise to navigate critical inflection points, from debt and equity raises to add-on M&A transactions. We deliver comprehensive support, including long-range financial modeling, board materials, and lender compliance, ensuring your strategic initiatives are executed flawlessly. By leveraging our services, you can significantly reduce time-to-close and scale up for transactions modularly based on demand.
KPI Selection and Design
We help clients develop and track industry-standard and company-specific KPIs to gain actionable insights, improve decision-making, and track progress towards their goals more effectively. Definitions and calculations of KPIs require coordination across business leaders, private equity backers, and comparable companies. Partnering with Encore ensures a tailored KPI framework that provides a clear picture of business health and facilitates data-driven growth.
13-Week Cash Flow Modeling
Encore Partners provides expert 13-week cash flow modeling to give businesses a clear, near-term view of their financial health. This short-term focus on collections and outflows is crucial for identifying potential cash crunches, optimizing working capital, and making informed decisions about investments and operations. Partnering with Encore ensures accurate and dynamic cash flow projections, enabling proactive financial management and sustainable growth.
Data Warehouse Development
A cloud data warehouse, implemented with Encore Partners, provides a centralized, scalable, and cost-effective solution for storing and analyzing your business data. This modern data infrastructure enables real-time insights, improved reporting, and data-driven decision-making across your organization. Partnering with Encore ensures a seamless transition to the cloud, maximizing the value of your data and empowering your business for growth.
Selected Platform Expertise
Case Study: NetSuite Best Practices and Tableau Dashboard Development for Beverage Distributor
THE SITUATION:
A rapidly growing food and beverage company, fresh off a Series B funding round, needed to provide near real-time visibility into their business performance for both their executive team and their investors. Their existing reporting methods were slow, manual, and lacked the granular detail required for effective decision-making. New investors required access to KPIs from supply chain and inventory management to profit and loss statements and product-level sales pipelines. The Company needed a solution that could consolidate disparate data sources, deliver actionable insights, and scale with their continued growth.
THE EXECUTION:
To empower strategic financial analysis, Encore spearheaded a comprehensive NetSuite deep dive, culminating in a best practices document for granular department and class tagging, laying the foundation for a robust data cube. Simultaneously, Encore facilitated collaborative workshops with management and investors, aligning on critical KPI definitions, calculations, and source system integration. This was followed by the implementation of a Snowflake data warehouse, seamlessly connecting NetSuite via Fivetran and innovatively incorporating complex drink dispenser JSON logs through Snowflake Cortex AI. This allowed the CFO to leverage critical software development data for KPI creation. Finally, Encore developed dynamic Tableau dashboards, utilizing both JSON logs and NetSuite data, providing deep insights into unit economics across customer, regional, and flavor dimensions, as well as comprehensive financial metrics spanning the P&L, balance sheet, and cash flow.
THE RESULTS:
The Company was able to utilize refined NetSuite mapping to report adjusted financial metrics that removed management and investor confusion about the impact of one-time costs and accounting treatments. Tableau dashboards, utilizing normalized data tables from previously inaccessible JSON logs containing data from drink dispenser usage, provided daily, granular insights into key unit economics. These successful financial reporting and dashboarding initiatives provided a highly granular level of clarity to both investors and the founder of the business