Financial Leadership

At Waypoint Business Advisory, we provide financial leadership that helps organizations align spending with strategic goals, optimize financial processes, and drive cost efficiency. Whether you're seeking high-level strategic alignment, transformational financial initiatives, or day-to-day operational improvements, we bring the expertise to maximize financial performance

Strategic

Services focused on helping organizations ensure financial investments are directly aligned with business objectives and long-term success

Transformational

Services focused on driving financial optimization and financial oversight through governing technology investments and implementing SOX initiatives

Services focused on enhancing day-to-day financial processes to improve efficiency, accuracy, and decision-making

Operational

Key Outputs May Include:

• Aligning Enterprise Spend to Strategic Imperatives - Assess & review financial allocations (both budgets and forecasts) to ensure financial resources are directed toward top priorities

• Business Case Development - Build compelling, data-driven business cases to justify investments and optimize resource allocation

Key Outputs May Include:

• Budget & Financial Management Process Optimization - Improve budgeting, forecasting, and reporting processes for better financial control

• Variance Analysis - Diagnose functional deviations, uncover root causes, and recommend corrective actions

• Total Cost Analysis - Identify and quantify hidden costs associated with delivering technology and business capabilities

Key Outputs May Include:

• Enterprise Budget & Forecast Realignment - Modify budgets and forecasts to better support evolving business goals

• Standing Up & Leading a Value Management Office - Establish governance frameworks to track, measure, and optimize financial performance

• Technology Rationalization & Cost Optimization - Analyze and streamline technology investments to reduce application costs

• SOX Compliance & Financial Controls - Strengthen internal controls and ensure adherence to Sarbanes-Oxley