Realized ROI
$147K
\u2191 Finance Ops Phase 1
Realized ROI Intelligence
Low Risk
Strong upward trajectory driven by close automation. Phase 1 delivered $128K; Phase 2 tracking to add $92K by Q2.
Close automation delivering 75% time reduction — $128K annualized
Revenue forecast accuracy up 4pts, adding pipeline visibility
Workforce analytics beginning to show early retention savings
Active Workstreams
6
Across 4 departments
Workstream Health Intel
Medium Risk
3 streams on track. HR systems behind schedule by 3 weeks. Treasury in scoping — resource allocation needed.
Close & Reporting at 78% — go-live in 2 weeks
Workforce Analytics in critical phase; recommend reallocation
Treasury & FP&A streams ready for acceleration
Next Session
Mar 3
Weekly review call
Session Intelligence
Low Risk
Agenda fully prepared and aligned with board priorities. All pre-reads distributed.
Close automation go-live readiness review scheduled
RevOps forecast accuracy checkpoint — 4pt improvement to discuss
Workforce cost reduction roadmap presentation ready
Open Items
7
3 critical by month-end
Open Items Risk Alert
High Risk
3 critical items unresolved — could delay close automation launch if not addressed by Feb 28.
GL integration testing with ERP — vendor delay, ETA Mar 2
Board reporting template sign-off pending Audit Committee
CRM data cleanse 87% complete; target 95% by Feb 25
Active Workstreams
4 streams · $318K projected annual value
View all \u2192
Finance Ops
Close automation
Live
78%
+$128K/yr realized
RevOps
Pipeline + forecasting
Active
45%
+$92K/yr projected
HR Systems
Workforce analytics
Active
30%
+$55K/yr projected
Onboarding
Client intake ops
Review
60%
+$43K/yr projected
Timeline
16-week engagement
\u2713
Discovery & Audit Done
\u2713
Finance Ops Ph.1 Done
\u2192
RevOps + HR Build Now
Onboarding Redesign
Integration + Handoff
Sarah reviewed the RevOps proposal twice this week. ROI calculator used 3×. High purchase intent signal.
View Proposal \u2192
Recent Activity
Your engagement
Finance Ops Phase 1 — Delivered
Feb 10
RevOps Proposal — Sent
Feb 12
Weekly Review — Completed
Feb 17
Invoice #003 — Due Feb 28
Feb 19
Resources Unlocked
Curated for your engagement
All \u2192
CFO Close ChecklistNew
\u2192
RevOps Stack AuditNew
\u2192
Headcount ROI Model
\u2192
Command Center
Office of the CFO
Enterprise workstream command center — delivering transformation across your finance function
Automating month-end close, board reporting, and regulatory submissions. Close reduced from 4.5 to 1.2 days. Board deck generation cut to 45 minutes. Reconciliation automated end-to-end.
Close Time
1.2d
Hours Freed
840/yr
Integrating CRM, pipeline management, and revenue forecasting. Dynamic forecasting models with real-time pipeline visibility. Forecast variance down 40% in 3 weeks.
Forecast \u0394
\u221240%
Pipeline Vis
100%
Building enterprise FP&A operating model with annual budgeting, rolling forecasts, and scenario planning. Centralizing financial models with variance analysis workflows.
Plan Cycle
\u221260%
Scenarios
7 active
Designing working capital optimization and cash flow management framework. Establishing automated cash positioning, bank reconciliation, and liquidity forecasting.
Float Days
2.1d
Visibility
90 days
Implementing SOX compliance framework and internal audit operating model. Automating control testing with audit trail capabilities. Remediation tracking deployed.
Audit Cost
\u221228%
Test Days
14d
Building workforce analytics connecting HRIS, payroll, and finance. Measuring headcount ROI, retention drivers, and talent cost allocation by business unit.
Turnover \u0394
\u221212%
HC ROI
2.4×
Statement of Work
Proposals
Active and completed engagement proposals
Active · Phase 2
Pending Review
Revenue Operations — Phase 2
Pipeline integrity · Full CRM automation · Forecasting dashboard
$42,500
8-week engagement · $92K annual ROI on completion
Sent Feb 12 · Viewed 3×
Review Proposal \u2192
Signed · Phase 1
Complete
Finance Operations — Phase 1
Close automation · Reconciliation · Board reporting
$28,000
Delivered Feb 10 · $128K annual ROI realized
Signed Jan 3
View Deliverables \u2192
Billing
Invoices
Engagement billing summary and payment tracking
Total Billed
$74,500
Paid
$28,000
Outstanding
$46,500
Next Due
Feb 28
| Invoice | Date | Description | Amount | Due | Status | |
|---|---|---|---|---|---|---|
| INV-005 | Feb 19 | RevOps Phase 2 · Wk 8\u201310 | $18,500 | Mar 15, 2025 | Due | \u2193 PDF |
| INV-004 | Feb 12 | HR Systems Discovery · Wk 6\u20137 | $9,500 | Mar 1, 2025 | Due | \u2193 PDF |
| INV-003 | Feb 3 | Finance Ops Ph.2 · Wk 6\u20138 | $18,500 | Feb 28, 2025 | Overdue | \u2193 PDF |
| INV-002 | Jan 20 | Finance Ops Ph.1 · Wk 3\u20135 | $18,000 | Feb 3, 2025 | Paid | \u2193 PDF |
| INV-001 | Jan 6 | Discovery & Audit · Wk 1\u20132 | $10,000 | Jan 20, 2025 | Paid | \u2193 PDF |
5 invoices · $74,500 total
Pay Now \u2192
Intelligence
ROI Models
Model the financial impact of each workstream — built from real engagement data
Close & Reporting Automation
Month-end efficiency and accuracy gains
Days to Close4.5
Finance FTEs3
Avg Finance Salary$120K
Manual Reporting Hrs/Mo40h
Annual Value Created
$148K
Close time savings$72K
Reporting automation$48K
Error elimination$28K
Epic Advisory clients see 73% close time reduction and 840+ hours freed annually on average.
Revenue Operations & Forecasting
Pipeline uplift, forecast accuracy, conversion gains
Annual Revenue$8M
Forecast Variance22%
Pipeline Conversion18%
Sales Cycle (days)45
Annual Revenue Upside
$112K
Forecast accuracy gain$68K
Pipeline velocity$44K
Conversion lift (3pt)$24K
RevOps implementations improve forecast accuracy 8-12% and pipeline throughput 15% on average.
Headcount & Workforce ROI
Retention savings, productivity, talent optimization
Total Headcount2,100
Annual Turnover14%
Avg Replacement Cost$145K
Manual HR Hours/Wk35h
Annual Value Created
$0
Retention savings (2% reduction)$0
HR productivity time back$0
Data-driven talent decisions$0
Workforce analytics reduce turnover 2-3% and free 30+ FTE hours weekly from manual reporting.
Compliance & Audit Readiness
SOX automation, control testing, risk mitigation
Annual Audit Cost$450K
Number of Controls127
Manual Testing Hrs/Yr480h
Remediation Backlog18 items
Annual Value Created
$0
Audit cost reduction (28%)$0
Control automation savings$0
Risk mitigation value$0
Epic Advisory compliance programs cut audit fees 25-30% and eliminate 60% of manual testing.
Technology & Systems Rationalization
License consolidation, integration, data accuracy
Number of Systems34
Avg License Cost/Yr$28K
Integration Maint Hrs/Mo36h
Data Reconciliation Hrs/Wk12h
Annual Value Created
$0
License consolidation (35%)$0
Integration time savings$0
Data accuracy gains$0
Tech rationalization cuts license costs 35-45% and eliminates 50+ hours of monthly reconciliation.
PE Portfolio Value Creation
EBITDA uplift, multiple expansion, operational alpha
Portfolio Companies7
Avg EBITDA / Company$25M
Op Improvement Target8%
Holding Period (yrs)5
Total Value Creation
$0
Year 1 EBITDA uplift$0
Per-company value add$0
Multiple expansion (8.5× \u2192 10×)$0
Epic Advisory PE clients average 8-12% EBITDA improvement through finance function transformation.
Intelligence
Resources
Frameworks, templates, and benchmarks curated for your engagement
Finance & Operations
3 resources
Revenue & Growth
3 resources
People & HR
2 resources
Industry Benchmarks
Calibrated for your revenue stage
Peer benchmarks for mid-market companies at your ARR stage. Where you stand today.
Close Time
2.1d
You: 1.2d \u2191
Forecast Variance
18%
You: 22% \u2192 improving
Your Engagement
Schedule
Sessions, reviews, and milestone checkpoints
March 2025 — Upcoming
Mon · Mar 3
10:00 AM
Weekly Review · 45 min
Wed · Mar 5
Available
RevOps Deep Dive
Fri · Mar 7
Available
RevOps Deep Dive
Mon · Mar 10
10:00 AM
Weekly Review · 45 min
Thu · Mar 13
Available
Phase 2 Kickoff
Fri · Mar 14
Available
Phase 2 Kickoff
Engagement Milestones
\u2713
Finance Ops Ph.1 Delivered Done
\u2192
RevOps Mid-Point Review Mar 10
HR Systems Delivery
Onboarding Redesign Complete
Engagement Close + Expansion Review