LevelUp Financial Partners - An Array Company

www.cfo.bi

Our Mission is to up-tier traditional finance functions to empower data-driven decision making. We partner with growth companies to provide FP&A infrastructure, transaction preparation and business intelligence (BI) solutions. We have specific expertise with financial modeling and transforming legacy reporting packages into dynamic, automated outputs in Microsoft PowerBI. For SaaS companies, we offer a proprietary SaaS reporting platform - The S4 Reporting Framework. This unified framework for SaaS metrics reporting provides continuity, context and ties departmental metrics to higher-level valuation drivers. Additional components of our services: Consolidated Budgets Management Presentations Integrated Data Models Rolling Monthly Forecasts Analytics Highlighting Value Drivers KPI Development Monthly Operating Reports Diligence Prep Board-Level Visuals Data Prep & Clean Up Long-Term 3-Statement Models Deep-Dive Analytics

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Our Mission is to up-tier traditional finance functions to empower data-driven decision making. We partner with growth companies to provide FP&A infrastructure, transaction preparation and business intelligence (BI) solutions. We have specific expertise with financial modeling and transforming legacy reporting packages into dynamic, automated outputs in Microsoft PowerBI. For SaaS companies, we offer a proprietary SaaS reporting platform - The S4 Reporting Framework. This unified framework for SaaS metrics reporting provides continuity, context and ties departmental metrics to higher-level valuation drivers. Additional components of our services: Consolidated Budgets Management Presentations Integrated Data Models Rolling Monthly Forecasts Analytics Highlighting Value Drivers KPI Development Monthly Operating Reports Diligence Prep Board-Level Visuals Data Prep & Clean Up Long-Term 3-Statement Models Deep-Dive Analytics

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Country

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State

California

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City (Headquarters)

San Francisco

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Employees

1-10

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Founded

2020

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Social

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Potential Decision Makers

  • Director , Co - Owner

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  • Co - Owner

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  • Co - Founder and Chief Executive Officer

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  • Senior Manager , Accounting at Levelup Financial Partners - an Array Company

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Reach decision makers at LevelUp Financial Partners - An Array Company

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