ERP & Systems Implementation
NetSuite, SAP, Hyperion, OneStream, and modern finance SaaS — evaluation, implementation, and adoption — replacing manual, Excel-dependent processes with scalable infrastructure built for growth.
Finance Transformation & AI
Process automation, AI-driven workflows, and finance function design — modernizing how finance teams operate so leadership spends less time on data and more time on decisions.
FP&A & Financial Planning
Budgeting, forecasting, financial modeling, and variance analysis — building the planning processes and cadences that give leadership real visibility and control over the business.
Strategic Advisory & Board Support
Board reporting, investor presentations, capital strategy, and M&A support — translating financial complexity into the clear, confident narrative that leadership and investors act on.
WBV works best with companies at an inflection point — where the finance function needs to grow up fast, operate smarter, or support something bigger on the horizon. That typically means PE-backed mid-market businesses preparing for growth or exit, mid-to-large enterprises modernizing legacy finance infrastructure, and leadership teams that know their current reporting and planning capabilities aren't built for where they're headed. We've sat in the seat, run the models, led the implementations, and reported to the board — which means we don't just advise, we execute.
High-growth companies don’t treat commissions as a cost—they use them as a growth weapon. Modern incentive platforms let Finance build smarter programs for sales teams and channel partners, expand market reach, reward the right behavior, and accelerate revenue. The companies moving fastest are turning incentives into a competitive advantage. CFOs and FP&A leaders should be leading the charge.
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Oracle Hyperion and SAP BPC, once FP&A staples for consolidation and reporting, now feel like outdated relics in an AI-driven world.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.
