Financial & Operational Advisory

FP&A and project controls built for the next decision.

Northbridge turns disconnected financial and project data into working forecasts, cost controls, automated reporting, and clear management actions. Every engagement ends with a usable deliverable, a named owner, and a documented review routine. In-person engagements are available in St. Louis and Atlanta. Remote engagements are available nationwide.

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CFAPMP Founder credentials spanning financial analysis, decision review, and project delivery

0+ years Combined Deloitte and Stifel experience

~3 days<1 day Time-to-insight for financial modeling, scenario planning, and variance analysis

0% Founder-led engagements, no junior handoffs

Services

Six work products. Each ends with a file, a review routine, and a named owner.

Budget & Forecast Package

Driver-based budget, rolling forecast, scenarios, variance bridge, and leadership review pack.

View service 02

Project Cost Tracker

Budget, actuals, commitments, burn rate, ETC/EAC, scope risk, and owner actions.

View service 03

Workflow Map & SOP Set

Current state, root causes, future state, control points, owners, and operating instructions.

View service 04

Reporting Automation & Dashboard Buildout

Data model, source lineage, automated refresh, controls, thresholds, and management review view.

View service 05

Finance Operations Cleanup

Reconciled source files, controlled templates, automated refresh steps, and month-end packages.

View service 06

AI-Assisted Reporting Workflow

A documented workflow that uses AI to draft monthly variance commentary, project status notes, or SOPs, with a review checklist your team applies before anything goes to leadership.

View service

How we work

Four stages. One accountable team. A usable handoff.

Step 1

Discovery

One week. We inspect one data sample, define the decision, and write the scope.

Step 2

Build

Two to four weeks. We reconcile inputs, perform the analysis, and build the work product.

Step 3

Review

One week. Leadership tests the output. The future owner runs the update with us.

Step 4

Handoff

Source map, controls, update instructions, and training so the next cycle runs without us.

Industries

Where reporting and control problems show up first.

Professional Services Firms -> Project-Based Organizations -> Government Contractors -> Startups & Owner-Led Companies -> Lean Finance Teams ->

Start small

Bring us one report, model, workflow, or project number that needs work.

We respond with the likely work product, timing, and first data request.

Contact Northbridge