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strategIQ: The CFOs, Fractional CFOs, Ultimate Partner for Financial Leadership.
Empowering CFOs, Family Offices, and Private Equity Firms with with dedicated FP&A teams. From building financial clarity to scaling strategic growth, our expert teams deliver actionable insights and operational support to help you lead with confidence.
The Journey to strategIQ
Empowering Businesses with Strategic Financial Intelligence.
At strategiQ Finance, we partner with CFOs to tackle complex financial challenges and unlock growth opportunities. With actionable insights, expert team support, and scalable FP&A solutions, we help you drive strategic decisions and long-term success.
Strategic Financial Insights
We transform data into actionable insights with advanced forecasting, modeling, and analysis.
Expert Teams Supporting Your Goals
Whether you need part-time fractional support for specific financial tasks or fully dedicated FP&A teams to manage complex operations, our professionals seamlessly integrate with your business to deliver measurable value.
Scalable FP&A-as-a-Service
From fractional support to fully dedicated teams, our adaptable model ensures you get the expertise you need, when you need it.
Services
Comprehensive FP&A solutions
At StrategiQ, we empower CFOs, fractional CFOs, family offices, and private equity firms with tailored FP&A services. Whether you need recurring support or on-demand insights, our solutions deliver clarity, efficiency, and growth
Ongoing Support
Budgeting and Forecasting
Structured financial plans to drive confident decision-making.
KPI Dashboards and Reporting
Real-time metrics to track performance and guide strategy.
Board-Ready Financial Analysis
Professional-grade reports for stakeholder engagement.
Cash Flow Management
Ensure financial stability with precise cash flow forecasting and optimization.
On-Demand Expertise
Custom Financial Models
Tailored models for scenario planning and growth strategies.
Scenario and Sensitivity Analysis
Evaluate outcomes to mitigate risks and seize opportunities.
Profitability and Performance Insights
Analyze operations to refine and optimize results.
Investment and Exit Preparation
Develop investor-ready models and financial strategies for capital raises or business exits.
Services
Comprehensive FP&A solutions
At strategiQ, we empower CFOs, fractional CFOs, family offices, and private equity firms with tailored FP&A services. Whether you need recurring support or on-demand insights, our solutions deliver clarity, efficiency, and growth
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Budgeting & Forecasting - Rolling forecasts & scenario planning
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Cash Flow Optimization - Liquidity monitoring & management
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Variance Analysis - Compare actuals vs. budget for insights
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KPI & Metrics Tracking - Actionable business intelligence
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Automated Financial Reporting - More accuracy, less manual work
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Investor Materials - Pitch decks & fundraising models
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Strategic Planning - Market analysis & financial roadmaps
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Risk & Scenario Analysis - Contingency planning & exposure management
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Competitive Benchmarking - Industry performance insights
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M&A & Valuation Analysis – Financial deep dives for deals, investments, and business valuation.
Your Dedicated FP&A Team
strategIQ’s model centers around deploying experienced FP&A teams that work alongside CFOs, providing hands-on support for strategic and operational needs.
For CFOs
Outsource complex FP&A tasks to focus on strategy and stakeholder communication.
For Family Offices
Simplify portfolio management with tailored dashboards and insights.
For Private Equity Firms
Enhance portfolio performance with investor-ready models and strategic analysis.
For Fractional CFOs
Expand your capacity and deliver greater value to your clients with expert FP&A support for reporting, forecasting, and strategic planning.
Why Choose strategiQ?
An Elite Team Driving Financial Excellence.
At StrategiQ, we bring together experienced leaders, data-driven insights, and a passion for innovation to empower financial excellence for your organization.
Core Pillars of Excellence
A Team of Industry Experts
Our team includes former CFOs, FP&A leaders, and financial professionals with decades of experience across industries. We don’t just understand finance—we’ve been at the forefront of leading it.
Diverse Perspectives, Unified Vision
Our strength lies in our diversity. With team members from varied professional, cultural, and geographic backgrounds, we bring fresh perspectives to solve complex challenges with creativity and precision.
Analytics-Driven Decision Making
Data is at the core of what we do. From advanced financial modeling to real-time KPI dashboards, we empower financial leaders with insights that fuel strategic growth.
Proven Track Record Across Industries
With extensive experience in sectors like retail, technology, healthcare, SaaS, and manufacturing, we tailor our solutions to meet the unique demands of your industry.
Customizable Teams, Scalable Support
Whether you need fractional support for specific projects or a full FP&A team to scale with your growth, we adapt to your needs seamlessly.
Commitment to Innovation and Excellence
We stay ahead of industry trends, incorporating the latest tools, analytics, and methodologies to provide cutting-edge solutions.
Industries
Tailored Solutions for Every Industry and Leader.
Retail
Empower your retail business with precise financial planning, inventory cost optimization, and cash flow management to stay competitive in a fast-paced market.
Wealth Management
Deliver clarity to stakeholders with customized dashboards, portfolio performance tracking, and financial reporting solutions.
Travel & Hospitality
Optimize cash flow, manage seasonal trends, and forecast revenues to ensure sustainability in the travel and hospitality sectors.
Consumer Goods
Streamline production costs, forecast demand, and enhance profitability with tailored financial strategies for consumer goods businesses.
Technology
Fuel innovation with financial strategies designed to support scalability, R&D investment, and growth in a dynamic industry.
Healthcare
Streamline operations, manage costs, and enhance decision-making for healthcare providers and organizations.
Manufacturing
Improve operational efficiency, manage costs, and plan for growth with data-driven insights for manufacturing companies.
SaaS (Software as a Service)
Maximize recurring revenue, forecast churn, and manage customer acquisition costs with specialized financial modeling and KPI tracking for SaaS businesses.
Other Industries
Our versatile services adapt to your unique needs, no matter your industry, to help your business grow.
How It Works
Our Proven Process for Financial Transformation.
In-Depth Assessment
Evaluate your current FP&A analytics journey through a comprehensive analysis of your tools, processes, and goals.
Tailored Solution Design
Define a customized plan that addresses your specific financial needs, leveraging our expert insights and experience.
Value Delivery from Day One
Implement quick wins and deliver immediate, actionable insights to help you see results right away.
Execution & Reporting
Deploy tailored dashboards, models, and financial strategies to drive measurable outcomes.
Ongoing Optimization
Continuously adapt and refine strategies to evolve with your business, ensuring sustained success.
Success Stories
Trusted by Financial Leaders Across Industries.
"StrategiQ developed a comprehensive 5-year financial model for us, combining short-term cash forecasting with long-term financial analysis. This allowed us to strategically position ourselves to secure vital investments, ensuring both immediate operational success and sustained growth."
Jilea Hemmings
CEO of Nourish & Bloom
"StrategiQ’s in-depth analysis and reporting gave us unparalleled visibility into our profitability. With their insights, we were able to make informed decisions about pricing and inventory management, driving better outcomes for our business."
Ben Norment
CEO and Founder of Stork Exchange
"StrategiQ delivered automated reporting and dynamic forecast models that streamlined our financial processes and improved decision-making. Their solutions allowed us to provide clients with real-time insights, enabling more strategic and impactful guidance."
Greg Sloan
Fractional CFO, Managing Partner of Telos C-Suite
Contact
Let’s Elevate Your Financial Strategy Together.
Choose a date and time that works for you, and connect directly with our experts.
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