Key results
reduction in month-end reporting time by automating dashboards for P&L, utilization, AR, and expenses
hours saved monthly through self-service Tableau dashboards that replaced manual Excel reporting
faster access to key financial metrics, enabling real-time visibility into partner and office-level performance
established in Snowflake, ensuring consistent and trusted insights across all business functions
About the Client
A fast-growing U.S.-based financial advisory platform supporting middle-market accounting and consulting firms. The client offers M&A, restructuring, valuation, and operational advisory services, with a focus on scaling boutique firms through shared services, strategic partnerships, and performance enablement.
Key Challenges
Disconnected systems limiting access to critical KPIs across finance, operations, and sales
Excessive manual effort in compiling reports for business reviews
No unified view of partner, client, or office-level performance
Inconsistent metrics leading to delays and rework in strategic decision-making
Our Approach
Discovery & Alignment
Data Architecture & ETL Design
Dashboarding & Visualization
Maintenance & Feedback Integration
Implemented Solution
Automated Data Integration
- Integrated Sage, CCH Practice Management, CRM, and flat file data using custom pipelines
- Scheduled refreshes to ensure dashboards reflect near real-time metrics
- Applied data cleaning, transformation, and historical record tracking
Enterprise Data Warehouse (EDW)
- Built on Snowflake with structured layers to support financial and operational analytics
- Enabled cross-functional reporting across partners, clients, offices, and engagements
- Designed for scalability and extensibility to support future analytics initiatives
Performance & Financial Dashboards
Delivered 20+ Tableau dashboards aligned with the client’s business model:
- Partner Scorecards: Revenue contribution, realization, and billable hours
- Office & Practice Views: Utilization, profitability, and expense outliers
- Client & Project Dashboards: Margins, engagement mix, and staffing trends
- Finance & AR Reporting: P&L trends, bill rates, collections, and exceptions
Sales & Pipeline Visibility
- Unified CRM and financial data to show sales performance and funnel dynamics
- Created dashboards to track pipeline by region, source, and stage
- Measured marketing campaign ROI and lead conversion effectiveness
Technologies Used
