Case Study: Finance Transformation & Graduation
Finance Transformation & Graduation
(PE-Backed SaaS)
Business Overview
Retained by a private equity sponsor to assess and stabilize the financial reporting function of a recently acquired, high-velocity business generating ~$0M – 5M in ARR with ~50 employees.
Client Challenge
- The Visibility Gap: The company operated with fully manual, cash-basis accounting manually managed by a single individual, resulting in a ~2-month close cycle and no reliable financial infrastructure.
- The Information Vacuum: Leadership lacked visibility into fundamental business drivers, including customer counts, reseller vs. direct sales mix, ARR composition, pricing structures, discounting, and overall revenue quality.
Finity Solution
- Foundational Rebuild
- Accounting Transformation
- Close Acceleration & Process Design