INDUSTRY KNOWLEDGE

EXPERTISE

FINANCIAL
SERVICES & BANKING

0 +

integrations with sap, oracle, jd edwards, workday

400 +

onestream projects

0 %

success rate 

0 +

fortune 1000 clients

0 +

people planning implementations

A PARTNER YOU CAN TRUST.

Financial services firms operate in one of the most complex, regulated, and data-intensive industries in the world, placing demands on the Office of Finance unlike any other sector.

Finit’s consultants bring 25+ years of overall experience leading finance functions at global banks, asset managers, and insurance firms. Working alongside regulators, auditors, and CFOs, our consultants understand the complex challenges unique to FSI.

That extensive business knowledge, paired with proven OneStream implementation experience inside complex, regulated environments, puts clients in the hands of experts who understand the industry from the inside out.

INDUSTRY
KNOWLEDGE

MANUFACTURING

Multi-entity consolidations, standard cost and PPV analysis, and plant-level profitability tied to operational KPIs

FINANCIAL SERVICES

Statutory and regulatory reporting, capital planning, and management company consolidations alongside fund- and portfolio-level views.

HEALTHCARE & LIFE SCIENCES

Service-line profitability, gross-to-net revenue modeling, and multi-GAAP reporting across providers, pharma, and medical devices.

AGRICULTURE & AGRIBUSINESS

Commodity-driven planning, grower and producer profitability, and global consolidations across complex cooperative and trading structures.

ENERGY & UTILTIES

Rate base and regulatory reporting, capital project tracking, and capacity planning across regulated and competitive markets.

HOSPITALITY & ENTERTAINMENT

Property and venue P&Ls, labor analytics, and revenue cycles tied to occupancy, events, and seasonality.

CONSUMER & RETAIL

SKU, channel, and store profitability, trade promotion analytics, and integrated demand and financial planning.

TECHNOLOGY & MEDIA

Recurring revenue analytics, ASC 606 deferred revenue, and the close cadence high-growth companies demand.

TRANSPORTATION & LOGISTICS

Asset and route profitability, fuel and labor analytics, and volume-based forecasting across distributed networks.

Phil Brosnan

MANUFACTURING

Multi-entity consolidations, standard cost and PPV analysis, and plant-level profitability tied to operational KPIs

Kevin Lyons

FINANCIAL SERVICES

Statutory and regulatory reporting, capital planning, and management company consolidations alongside fund- and portfolio-level views.

Matt Criscione

HEALTHCARE & LIFE SCIENCES

Service-line profitability, gross-to-net revenue modeling, and multi-GAAP reporting across providers, pharma, and medical devices.

John Boutton

AGRICULTURE & AGRIBUSINESS

Commodity-driven planning, grower and producer profitability, and global consolidations across complex cooperative and trading structures.

Saju Phillips

ENERGY & UTILTIES

Rate base and regulatory reporting, capital project tracking, and capacity planning across regulated and competitive markets.

Shahid Ansari

HOSPITALITY & ENTERTAINMENT

Property and venue P&Ls, labor analytics, and revenue cycles tied to occupancy, events, and seasonality.

Deb Moeller

CONSUMER & RETAIL

SKU, channel, and store profitability, trade promotion analytics, and integrated demand and financial planning.

Tim Head

TECHNOLOGY & MEDIA

Recurring revenue analytics, ASC 606 deferred revenue, and the close cadence high-growth companies demand.

TRANSPORTATION & LOGISTICS

Asset and route profitability, fuel and labor analytics, and volume-based forecasting across distributed networks.

INDUSTRY KNOWLEDGE

EXPERTISE

FINANCIAL
SERVICES & BANKING

0 +

integrations with sap, oracle, jd edwards, workday

400 +

onestream projects

0 %

success 

rate 

0 +

fortune 1000 clients

0 +

people planning implementations

A PARTNER
YOU CAN TRUST.

Financial services firms operate in one of the most complex, regulated, and data-intensive industries in the world, placing demands on the Office of Finance unlike any other sector.

 

Finit’s consultants bring 25+ years of overall experience leading finance functions at global banks, asset managers, and insurance firms. Working alongside regulators, auditors, and CFOs, our consultants understand the complex challenges unique to FSI.

 

That extensive business knowledge, paired with proven OneStream implementation experience inside complex, regulated environments, puts clients in the hands of experts who understand the industry from the inside out.

MANUFACTURING

Multi-entity consolidations, standard cost and PPV analysis, and plant-level profitability tied to operational KPIs

FINANCIAL SERVICES

Statutory and regulatory reporting, capital planning, and management company consolidations alongside fund- and portfolio-level views.

HEALTHCARE & LIFE SCIENCES

Service-line profitability, gross-to-net revenue modeling, and multi-GAAP reporting across providers, pharma, and medical devices.

CONSUMER & RETAIL

SKU, channel, and store profitability, trade promotion analytics, and integrated demand and financial planning.

AGRICULTURE & AGRIBUSINESS

Commodity-driven planning, grower and producer profitability, and global consolidations across complex cooperative and trading structures.

ENERGY & UTILTIES

Rate base and regulatory reporting, capital project tracking, and capacity planning across regulated and competitive markets.

HOSPITALITY & ENTERTAINMENT

Property and venue P&Ls, labor analytics, and revenue cycles tied to occupancy, events, and seasonality.

TECHNOLOGY & MEDIA

Recurring revenue analytics, ASC 606 deferred revenue, and the close cadence high-growth companies demand.

TRANSPORTATION & LOGISTICS

Asset and route profitability, fuel and labor analytics, and volume-based forecasting across distributed networks.

Phil
Brosnan

MANUFACTURING

Multi-entity consolidations, standard cost and PPV analysis, and plant-level profitability tied to operational KPIs

Kevin
Lyons

FINANCIAL SERVICES

Statutory and regulatory reporting, capital planning, and management company consolidations alongside fund- and portfolio-level views.

Matt
Criscione

HEALTHCARE & LIFE SCIENCES

Service-line profitability, gross-to-net revenue modeling, and multi-GAAP reporting across providers, pharma, and medical devices.

Deb
Moeller

CONSUMER & RETAIL

SKU, channel, and store profitability, trade promotion analytics, and integrated demand and financial planning.

John
Boutton

AGRICULTURE & AGRIBUSINESS

Commodity-driven planning, grower and producer profitability, and global consolidations across complex cooperative and trading structures.

Saju
Phillips

ENERGY & UTILTIES

Rate base and regulatory reporting, capital project tracking, and capacity planning across regulated and competitive markets.

Shahid
Ansari

HOSPITALITY & ENTERTAINMENT

Property and venue P&Ls, labor analytics, and revenue cycles tied to occupancy, events, and seasonality.

Tim
Head

TECHNOLOGY & MEDIA

Recurring revenue analytics, ASC 606 deferred revenue, and the close cadence high-growth companies demand.

TRANSPORTATION & LOGISTICS

Asset and route profitability, fuel and labor analytics, and volume-based forecasting across distributed networks.