With Quantum’s finance advisory, achieve the goals you need to drive your business forward.

Services > Finance Advisory

CFOs are often tasked with building strategy while improving finance operations and measured based on their response to changing business dynamics.

Our team of senior level advisors provides the necessary toolsets, advanced data analytics, and insights to improve their ability to add value to the business decision-making process.

A person sitting at a desk using a laptop, with charts, graphs, gears, and a calculator displayed in the background, representing data analysis and financial planning.

From audit support to growth planning, we help you map a financial strategy and long-term plan for a strong foundation so that you can stay focused on the future.

We have an analytical and data-driven approach with a strong focus on new technology to ensure the best possible decisions and innovative solutions in the process.

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Financial planning & analysis (FP&A)

With Quantum FBI’s FP&A capabilities, achieve your business goals by looking into the future of your organization, minimizing risks, maximizing long term success and supporting business growth.  Using sophisticated financial modeling, budgeting, forecasting and analysis tools, we help support your strategic decision-making process.

How Quantum’s finance advisory can help

  • A graphic of a light bulb outline with orange rays suggesting illumination.

    Identify opportunities

  • Clock showing 3:00.

    Reduce decision-making time

  • A hand below a dollar bill illustration representing a financial transaction, with the dollar bill depicting a dollar sign.

    Increase profitability

  • A bar chart with five dark blue bars increasing in height from left to right, overlaid with an orange line graph with data points connecting the tops of the bars, pointing upward.

    Predict customer behaviors

  • Illustration of three interconnected gears, with one gear in orange and two gears in dark blue.

    Streamline processes

  • Group of women having a discussion in a modern office conference room with laptops, notebooks, and coffee cups on the table.

    "At Chicken Soup for the Soul, we are a very acquisitive and developing Company where change is the norm. As we implemented our ERP system, Sage Intacct, we found that we needed a partner that would be knowledgeable, flexible and informed to assist with implementing the system in an effective way. We found that in Quantum as they have been extremely flexible, agile and most of all have put in the time to understand our business needs and with that our system needs. We have ways to go, but I can’t imagine where we would be without the Quantum team’s help! Quantum has been the ideal solution to our business and system needs."

    Daniel Sanchez, Chicken Soup for the Soul Holdings

  • Group of six people in an office, engaged in conversations and discussion, indoors with bookshelves and plants in the background.

    "We have worked with Quantum FBI for over 2 years and during this time they have become an integral part of our finance team. They effectively teamed with us through three rigorous PCAOB audits and are now working with us to transition our financial reporting system from QuickBooks to Sage Intacct. Hector and his team have earned our trust and respect as they provide a very flexible financial staff augmentation model, while providing accounting and financial expertise, on-demand.”

    Steven Spencer, CAO, AlefEdge

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