FP&A as a service to achieve your financial goals
FP&A as you always wanted it
Take complex and disparate data, and make it easy to understand the trends and drivers
Take the trends and data from the model, and combine with inputs from across the company to show what future results would look like
With the right model, reporting and budget in place we can guide the business to meet the forecast, and drive results.
No more stress about accuracy or timing.
Clear, easy to follow models even for the most complex businesses
Beautiful and insightful month-end reporting and quarterly board packages.
Lead the process of getting acquired or integrating an acquisition
Managing initiatives across the company and tracking results to forecast
Lead the process of raising equity, scheduling meetings, and connecting with potential investors
Modeling out cash flow from debt financing and determining the best financial structure for the company
Improve tracking in the general ledger to align with how decisions are made
Design models and reports for KPI’s, marketing, R&D, and operations
Clear, easy to follow models even for the most complex businesses
Beautiful and insightful month-end reporting and quarterly board packages.
Lead the process of getting acquired or integrating an acquisition
Managing initiatives across the company and tracking results to forecast
Lead the process of raising equity, scheduling meetings, and connecting with potential investors
Modeling out cash flow from debt financing and determining the best financial structure for the company
Improve tracking in the general ledger to align with how decisions are made
Design models and reports for KPI’s, marketing, R&D, and operations
Over the last 12 years, I have been leading financial planning & analysis at successful, hyper-growth companies. From first finance hire in, all the way through exit.
I’ve implemented financial systems, redesigned the chart of accounts, owned the month-end close, built financial models from scratch, raised millions in equity, renegotiated debt, led the sale of one company and the acquisition of another, and have been through the IPO process. I’ve also led, trained and hired teams to scale with the company’s growth.
And now, I'm looking to use these skills to help awesome leadership teams with amazing products achieve incredible financial results.
When you're ready to get started, let's talk.
— CEO & Founder, Jason Hershman
Point offers immediate and on-going impact and replaces expensive consultants and timely onboarding
Full working financial model. Completely from scratch to align with your business and aligned with how decisions are made today
Deeper understanding of past results and key drivers. Full 24 month budget and cash forecast
Estimates of each key performance indicator by quarter to keep the business on track
Month end reporting, quarterly board reporting, updated forecasts, department budgeting, equity raises, debt financing, ad-hoc analyses