Accounting
What happened?
- Close and transaction accuracy
- Historical financial statements
- Controls and compliance
- Recorded performance
FP&A · Strategic finance · Finance transformation
FP&A infrastructure for better business decisions.
Geneyes Financial helps growing organizations strengthen forecasting, financial modeling, performance reporting, cash planning and decision support — bringing enterprise-level finance discipline without the overhead of building a full internal FP&A function.
Already know what you need? Discuss an FP&A need →Best fit: growing and mid-market organizations where accounting is in place, but planning, forecasting and management finance need to become more decision-ready.
10+ yearsCorporate finance & FP&A experience
Director-levelFP&A leadership experience
$50M+Operating budget environments
~$70MOrganizational revenue environments
MBAManagement
Accounting + FinanceAcademic foundation
The gap Geneyes addresses
Your accounting may be working. Your planning may not be.
Historical reporting is essential, but leadership also needs a forward-looking system that converts operating assumptions into financial decisions.
Geneyes FP&A
What happens next?
- Forecasting and scenarios
- Cash and profitability visibility
- Performance management
- Executive decision support
Management decision
What should we do?
- Hire or delay?
- Invest or preserve cash?
- Price, cut or expand?
- Which drivers need action?
Institutional experience. Practical execution.
Finance infrastructure designed for complex operating decisions.
Geneyes' advisory approach is informed by more than a decade of finance leadership across professional sports, consumer businesses, professional services, financial institutions and select consulting engagements.
Planning & forecasting
Enterprise budgeting, rolling forecasts, long-range planning and driver-based operating models.
Performance management
Budget vs actuals, KPI frameworks, variance analysis and management reporting that explains what changed and why.
Strategic finance
Scenario modeling, commercial evaluation, revenue analysis, investment planning and decision support.
Cash & working capital
Cash forecasting, timing visibility, liquidity scenarios and planning around operational cash requirements.
Finance transformation
Reporting processes, planning workflows, financial systems, BI and scalable finance operating infrastructure.
Executive reporting
Clear financial narratives, dashboards and management views that connect operational drivers to business performance.
Systems experience: Power BI · Vena · NetSuite · Adaptive Insights · Tableau · Salesforce · Advanced Excel
Decision tools
Begin with evidence, not a sales conversation.
Each diagnostic provides useful information first. If the result identifies a material planning gap, the next step can be scoped around that specific problem.
PRIMARY REEL · FP&A DIAGNOSTIC
01
FP&A Maturity Assessment
Benchmark seven dimensions of the finance function and see whether the organization is reactive, planning-enabled or decision-ready.
Assess FP&A maturityCASH INTENT
02
13-Week Cash Runway Calculator
Estimate runway, 13-week cash position and downside sensitivity using current operating assumptions.
Calculate runwayCOMMERCIAL INTENT
03
Financial Model Review
Already have a model? Assess whether its structure, assumptions, scenarios and cash logic are decision-ready.
Request a model reviewEngagement model
Diagnose → build → operate.
Geneyes scopes work around the maturity gap and the decisions leadership needs the finance function to support.
Diagnose
Financial Performance Diagnostic
Fixed-fee
Validate the planning gaps, identify the highest-value improvements and establish a practical finance roadmap.
- FP&A maturity review
- Forecast / cash / reporting gap analysis
- Priority decision framework
- Executive readout
Build
FP&A Infrastructure Build
Scoped project
Build the planning, modeling and performance-management infrastructure leadership needs to run the business forward.
- Driver-based forecast
- Budget & variance framework
- Cash / scenario planning
- Executive reporting architecture
Operate
Fractional FP&A
Ongoing advisory
Maintain a disciplined finance operating rhythm without immediately building a full internal FP&A team.
- Forecast refreshes
- Performance & KPI reviews
- Scenario analysis
- Management decision support
Selected client results
See the feedback, not just the marketing copy.
These are screenshots from prior consulting engagements published by Geneyes. Each review is paired with the business outcome it helps validate.
FINANCIAL MODELING & CFO SUPPORT
Responsive work under a tight timeline.
The engagement centered on financial modeling, iterative revisions and clear communication, with the client indicating interest in continued financial modeling and CFO support.
Request a model review →INVESTOR & BUDGET READINESS
Finance organized for the next decision.
A startup engagement focused on organizing financials for investor readiness and budgeting, creating a clearer operating picture for leadership.
FINANCIAL & OPERATING CLARITY
Better information for better execution.
The work helped clarify the financial and operating information management needed, with the client specifically highlighting time and cost benefits.
ANALYTICAL RIGOR
Thorough analysis, clearly communicated.
Client feedback also reinforces the analytical discipline and execution quality behind the work—not only the final spreadsheet or report.
Review screenshots are shown from prior client feedback. Where a review references an individual by name, the engagement is presented here as evidence of Geneyes' advisory work rather than as founder-led positioning.
Operating environments
Experience shaped across multiple business models.
Geneyes brings an operating-finance lens informed by professional sports, consumer businesses, professional services, banking and lending environments, plus consulting across energy, retail, government and real estate.
Professional sportsConsumerProfessional servicesFinancial institutionsEnergyRetailGovernmentReal estate
A five-minute starting point
How decision-ready is your finance function?
Benchmark planning, cash visibility, profitability, performance management, reporting, decision support and finance infrastructure — then see where the highest-value gaps sit.
Who is Geneyes Financial designed for?
Growing and mid-market organizations where accounting and reporting exist, but leadership needs a stronger forward-looking planning, forecasting, performance-management or decision-support capability. The typical fit is an organization that needs senior FP&A capability before, during or instead of building a larger internal function.
Is Geneyes an accounting or bookkeeping firm?
No. Geneyes focuses on forward-looking FP&A and strategic finance. The work can use accounting outputs, but the objective is to forecast outcomes, understand performance drivers and support management decisions.
Can Geneyes work with an existing finance team?
Yes. Engagements can supplement accounting, controller, finance leadership or operating teams by adding modeling, forecasting, performance management, reporting design or project-based FP&A capacity.
Does the website imply a large consulting team?
No. Geneyes is positioned as a specialized advisory firm. Engagement scope and delivery structure are defined transparently during the commercial process.