FP&A & Financial Planning: Budgeting, forecasting, financial modeling, and variance analysis — building the planning processes that give leadership visibility and control. ERP & Systems Implementation: NetSuite, SAP, Hyperion, and finance SaaS evaluation and implementation — replacing manual processes with scalable infrastructure. Strategic Advisory & Board Support: Board reporting, investor presentations, capital strategy, and M&A support — translating financial data into the insights leadership acts on. Finance Transformation & AI: Process automation, AI-driven workflows, and finance function design — modernizing how finance operates from the ground up.
WBV is rooted in a belief that businesses grow faster when they’re surrounded by the right people. Through a network of entrepreneurs, finance professionals, marketers, accountants, and attorneys — primarily in Chattanooga and the greater Southeast — we help connect business owners with the advisors, accountability, and introductions they need to break through to the next level. This includes helping formulate advisory boards and boards of directors, and broadly preparing organizations for sustainable growth.
AI and automation are transforming FP&A by slashing manual work, boosting efficiency, and sharpening decisions. Five key automations now dominate: Intelligent A/P (BILL, Tipalti), Zero Day/Continuous Accounting (Trullion, MindBridge), Autonomous Reconciliation (Xero, BlackLine), Predictive Close orchestration (OneStream, FloQast), and Conversational Planning (Abacum, Pigment). These tools rebuild finance from the inside out, freeing leaders for strategy—not spreadsheets.
Oracle Hyperion and SAP BPC, once FP&A staples for consolidation and reporting, now feel like outdated relics in an AI-driven world. OneStream, a cloud-native platform valued at $6B with 1,600+ customers and 31% YoY growth, unifies financial and operational data through its extensible architecture and SensibleAI suite. It delivers seamless planning, forecasting, and automation—slashing close cycles up to 50%—for unmatched agility and strategic impact.
NetSuite Planning and Budgeting is a powerful, integrated tool tailored for CPG food manufacturers dealing with fluctuating costs, tight margins, and complex operational planning. Built on Oracle’s proven Hyperion platform, it offers driver-based forecasting, full P&L modeling, actuals vs. forecast comparisons, and integrated sales and supply chain planning — all within NetSuite’s ecosystem. Given its native integration with NetSuite and industry-specific capabilities, Planning and Budgeting should be the first solution CPG businesses evaluate before considering other options.
