01
Regional Bank
Treasury and liquidity operating model rebuild
Consolidated cash management across business lines and modernized the liquidity reporting stack.
Outcome
$18M working capital released
Duration
9 months
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Case studies
The work, in measurable terms.
A selection of recent U.S. engagements. Client names are protected; outcomes are not.
02
Healthcare Provider
Cloud-based patient operations platform
Designed and delivered a modern operations platform integrated with the legacy EHR.
Outcome
31% reduction in admin cycle time
Duration
12 months
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03
Real Estate Owner
Portfolio analytics and capital strategy
Built a unified reporting layer across 40+ properties and stood up the scenario-planning model.
Outcome
$6M annual operating savings
Duration
7 months
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04
Mid-Market Enterprise
Finance modernization for a growing business
Replaced a patchwork of spreadsheets with a modern FP&A platform and a redesigned close process.
Outcome
5-day faster month-end close
Duration
5 months
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05
Corporate Enterprise
Cybersecurity program for a national operator
Designed the identity, resilience, and governance program and embedded it into operations.
Outcome
Material reduction in audit findings
Duration
10 months
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06
Financial Services
Data platform and AI governance foundation
Stood up a modern data platform with governance designed for regulated AI use cases from day one.
Outcome
First production AI use case in 6 months
Duration
11 months
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