Key Product & Service Offerings

Insight Compass is a fractional Financial Planning & Analysis (FP&A), data analytics and strategy firm committed to providing top quality tools and guidance at a sliver of the price. You hire us based on the project and we stick around as needed. Think of it like having the tools and resources of a full department at your disposal that can be scaled up (or down) depending on your organizational goals and needs.

  • Structure Data

    • Connect multiple data sources to create single source of truth

    • Organizational and reporting hierarchies

  • Build Reports

    • Key Performance Indicator (KPI) dashboards (interactive or static)

      • Executive level - zoomed out view for senior leadership

      • Mid level Management - localized views for specific areas of responsibility

    • Multi page detailed reports (interactive or static)

    • Executive summary of activity

      • 1-2 page report highlighting business performance and emerging trends

  • Plan & Forecast

    • Target setting and budgeting

    • Progress tracking and forecasting

  • Research, Strategy & Analysis

    • Dive deep into specific areas of interest

      • Ad hoc fully customized Scenario Modeling with upside and downside cases

    • Market Research

      • Support expansion efforts

      • Inform current competitive landscape

  • Mergers & Acquisitions

    • Deal sourcing/target identification

    • Pro forma financial models/projections

    • Acquisition preparation (buy or sell side)

    • Integrating & onboarding new acquisitions

  • Ongoing Support & Training

    • Cadenced review meetings with decision makers

      • Senior Executives

      • Field Level

    • Organization training & support

  • Department Building

    • Department building

      • Create processes & procedures

      • Source, hire & train staff

    • FP&A board representation

Ultimately, we strive to make the complicated more easily digestible. Our unique approach arms clients with the tools and information needed to drive lasting change. We work remotely which saves both time and money but can be onsite as appropriate.

Let's Talk

If you’re interested in learning more about how Insight Compass can help your organization, we would love to hear from you. Introductory consultations are designed to give you an understanding of how we can best serve you.