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Defined work across financial analysis, FP&A, project delivery, and operations.

We scope each engagement around a decision and the work product needed to support it: a financial analysis, model, tracker, business case, automated workflow, control routine, or SOP set. Every scope names the deliverable, owner, timeline, and handoff criteria.

01

Financial Analysis & Decision Support

We build and review the analysis behind a material operating or capital decision using financial statement trends, scenarios, sensitivities, risk factors, and explicit decision criteria.

  • Historical performance review covering revenue quality, margin, cash conversion, working capital, returns, and the drivers behind change.
  • Base, upside, and downside model with sensitivity tables, break-even points, and assumptions that leadership can challenge directly.
  • Business case for an operating investment, expansion, pricing change, capacity decision, or cost initiative using NPV, IRR, payback, and scenario logic where relevant.
  • Risk and assumption register showing decision thresholds, dependencies, leading indicators, and conditions that would change the recommendation.
  • Decision memo and leadership review that state the options, financial tradeoffs, recommendation, and next actions without crossing into regulated investment advice.
Who it is for Owners, operators, and finance leaders evaluating a material business decision with incomplete or competing inputs.
Timing Timing agreed after reviewing scope and available data.
Engagement model Project scope and review requirements agreed individually.
Handoff Working model, scenario pack, assumptions register, decision memo, and executive walkthrough.
02

Budget & Forecast Package

We build a driver-based planning model that connects operating assumptions to the income statement, cash needs, headcount, variance, and management decisions.

  • Annual budget and rolling forecast with revenue, cost, cash, working-capital, and headcount drivers, plus a source-to-model map and validation checks.
  • Base, upside, and downside scenarios with the assumptions and decision triggers shown separately.
  • Budget-to-actual and forecast-to-actual bridge by business driver, not only account code.
  • Management pack with KPI definitions, commentary prompts, and decisions due.
  • Version control, update instructions, and a guided first forecast cycle.
Who it is for Owners, operators, and lean finance teams that need one trusted planning file.
Timing Timing agreed after reviewing scope and available data.
Engagement model Defined build sprint or monthly forecast support.
Handoff Working model, assumptions register, refresh guide, and owner walkthrough.
03

Project Cost Tracker

We build a project financial-control system that connects the approved budget, actuals, commitments, earned progress, burn rate, estimate-to-complete, forecast-at-completion, and scope risk.

  • Budget-to-actual and commitment tracker by project, phase, cost category, resource, or workstream, with billing and receivables status where those inputs affect project economics.
  • ETC/EAC and cost-to-complete view with burn-rate, labor-utilization, and remaining-schedule assumptions.
  • Revenue and expense forecast tied to delivery progress and approved scope.
  • Scope-change, risk, issue, and action log tied to expected cost and owner.
  • Executive report with reconciliation controls, variance drivers, decisions due, and a documented review routine.
Who it is for Project-based teams that cannot explain cost status from invoices alone.
Timing Timing agreed after reviewing scope and available data.
Engagement model Build sprint, diagnostic, or monthly project controls.
Handoff Working tracker, management report, control checks, and review routine.
04

Workflow Map & SOP Set

We trace how work actually moves, find the control gaps and rework loops, then design the owner map, future-state workflow, and SOP set.

  • Current-state map with owners, systems, inputs, outputs, approvals, and handoffs.
  • Root-cause and issue log covering delay, rework, duplicate entry, reconciliation breaks, and missing controls.
  • Future-state map with a RACI, control points, exception paths, and measurable cycle-time target.
  • SOPs with screenshots, source requirements, review checks, and escalation rules.
  • Implementation backlog with priority, owner, due date, and adoption check.
Who it is for Teams where the process lives in memory, inboxes, or one employee's spreadsheet.
Timing Timing agreed after reviewing scope and available data.
Engagement model Diagnostic followed by a defined redesign sprint.
Handoff Current-state map, future-state design, SOP set, and implementation plan.
05

Reporting Automation & Dashboard Buildout

We turn a recurring management report into a controlled data flow with source lineage, automated refresh, validation, exception handling, and a review view built around the decisions leadership must make.

  • Source-to-output data model showing inputs, transformations, calculations, owners, and refresh cadence.
  • Automated refresh in Excel, Power Query, Power BI, Tableau, or the client's existing tool.
  • Validation and reconciliation checks with an exception log for missing, late, or mismatched data.
  • Metric dictionary with formula, threshold, drill-down, source, and accountable owner.
  • Management review view with variance commentary, actions, owners, due dates, and a documented runbook.
Who it is for Leaders who get activity updates but still lack a clear view of performance.
Timing Timing agreed after reviewing scope and available data.
Engagement model Requirements and build sprint with first-cycle support.
Handoff Working dashboard, metric dictionary, validation log, and refresh runbook.
06

Finance Operations Cleanup

We reconcile the files behind recurring reporting, remove repeat manual work, and install the controls, templates, and refresh steps that shorten the cycle.

  • Report and data inventory with owners, deadlines, dependencies, failure points, and control gaps.
  • Reconciled templates with separated inputs, calculations, outputs, locked formulas, and validation checks.
  • Cleanup rules for duplicate records, inconsistent mappings, broken lookup tables, and unmatched balances.
  • Power Query, Excel, or existing-tool automation for repeat imports, billing and receivables updates, reconciliations, and roll-forwards where useful.
  • Month-end management pack, variance workflow, close and reporting SOP, and owner walkthrough.
Who it is for Finance teams that spend too much time fixing files before analysis can start.
Timing Timing agreed after reviewing scope and available data.
Engagement model Diagnostic, cleanup sprint, or monthly reporting support.
Handoff Reconciled templates, control checks, reporting pack, and owner SOP.
07

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.

  • Use-case shortlist ranked by cycle time, control risk, data sensitivity, and owner readiness.
  • Input template and prompt library for variance commentary, project status, scenario summaries, and SOP drafts.
  • Human-review checklist with source checks, exception handling, approval, and an audit trail.
  • Data boundary and tool-use rules for what can enter the workflow and what must stay out.
  • Pilot documentation, baseline-versus-pilot timing, user training, and go/no-go criteria.
Who it is for Teams that want AI help without pushing sensitive work into an unmanaged process.
Timing Timing agreed after reviewing scope and available data.
Engagement model Controlled pilot with measured cycle-time comparison.
Handoff Pilot workflow, prompt library, review controls, and go/no-go criteria.

FAQ

Common questions.

One call, one data sample, one written scope before any work begins. You see the deliverable, timeline, data request, and responsibilities before you commit.

Delivery format and availability are agreed for each project.

We work in the tools your team already uses: Excel, Google Sheets, Power BI, Tableau, Smartsheet, Asana, Monday, and similar. We do not require you to adopt a new platform.

You keep the files, dashboards, SOPs, and documentation. We provide walkthrough sessions so your team can run and update the work without us. Optional monthly support is available if useful.

Confidentiality requirements can be discussed before any business information is shared.

Boundaries

What we do not do.

We keep the scope clear so clients know exactly what Northbridge is and is not.

  • No tax preparation.
  • No audit work.
  • No CPA services.
  • No investment advice.
  • No bookkeeping.

Start small

Start with the decision or work product your team needs to own.

We respond with the likely analysis, deliverable, timing, and first data request.

Contact Northbridge