Challenge
Streamline reporting, analytics, and financial planning across their operating companies and asset management teams. Enhance their budgeting process and provide advanced financial modeling to support strategic decision-making.
Impact
With G2M Insights’ expertise in building advanced data ecosystems and financial models, the client achieved a new level of operational efficiency and profitability.
Our Solution
- Established a comprehensive Snowflake data ecosystem, providing the foundation for all operational and asset management reporting and analytics
- Designed and built a tailored budget process and an Enterprise Financial Model, which included a scenario model for valuation, specifically for the client’s FP&A (Financial Planning & Analysis) team
Key Outcomes
- Enhanced Decision Support: The newly implemented decision support model revolutionized the company’s decision-making process, leading to more informed and strategic choices
- Significant Margin Improvements: As a result of more accurate pricing decisions and cost-saving initiatives driven by the model, the company realized over $10 million in margin improvements