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Office of the CFO

Steering finance in choppy seas is no small feat. We'll help you meet every challenge and thrive.

Office of the CFO solutions

Embark provides a wide range of services for the Office of the CFO, including:

Financial Reporting & Advisory
Complex Transaction Analysis & Advisory
Financial Reporting
Financial Audit Support & Readiness
Process Optimization
Clean Up
Finance & Operations Team Continuity
Outsourced Financial Reporting
Valuation
Internal Audit and Controls
Finance Transformation
Analytics & Automation
Data Analytics & Automation
Automation
Data Visualization
Advanced Analytics
Data Infrastructure
Office of the CFO Services
CFO Services (interim CFO service, capital raising)
Financial Planning & Analysis (FP&A) 
Budget & Forecasting 
Liquidity Management & Reporting
Finance Transformation
M&A Strategy Planning
Digital Transformation
Technology Enablement
Project & Change Management
Data Analytics & Automation
Project & Change Management
Project/Program Management
Governance Planning  Design, and ESG
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping
Technology assessment & system selection
Outsourcing & Team Continuity

Finance & Operations Team Continuity
FP&A Team Continuity
Interim CFO Services
Fractional CFO Services
Outsourced Financial Reporting
Outsourced FP&A

Finance and tech pros helping you build the finance organization of tomorrow, today.

Pressures, priorities, pitfalls—we know what CFOs face

We’ve sat behind the CFO’s chair. We get it. That means we’re intimately familiar with what your business and stakeholders expect and, more importantly, how to deliver it.

Let your numbers tell a story of financial health and potential

Financial data holds the key to smart, data-driven decisions. We'll uncover the insights that drive growth, guide strategy, and keep stakeholders informed.

Turn your finance department into a well-oiled machine

Efficiency drives a healthy bottom line. We'll optimize your workflows for accuracy, timeliness, and a team empowered to focus on the big picture.

Tech that boosts your finance team's accuracy, speed, and strategic impact

The right technology is a genuine difference-maker. We'll help you harness the power of automation, data analytics, and forecasting tools to propel your enterprise forward.

Happy consultants make happy clients

People do their best work when they’re happy. That’s why we’ve created the absolute best workplace for consultants. No wonder our NPS is over 70% higher than the industry average.

Client satisfaction that speaks for itself

Our client satisfaction scores are more than 70% higher than the industry average — here’s why:

Our company brought in three Embark consultants, who have become a seamless part of our team and have served as crucial resources. As our team and company have experienced rapid growth and have undertaken several significant projects, the Embark consultants have done more than just plug the gaps, bringing in fresh perspectives and a wealth of knowledge to improve processes, create automations, and strengthen financial reporting. They learned the business quickly and have become go-to assets on our team.
Jim Buckley, Madrigal Pharmaceuticals, Inc.
Nearly every Embarker we have worked with has been outstanding. They are professional, incredibly smart, and charismatic.
Carter Bailey, Alliance Residential Company, LLC.
Excellent team to partner with. Thoughtful, analytical, and solutions oriented. They approach projects strategically and apply the latest technology and software platforms to drive efficient, practical outcomes. I highly recommend them.
Gerald Mwangi, Century Mechanical Holdings
We are able to develop and implement solutions timely with our consultants which is more than great. Embark is helping us leverage technology to become more efficient.
Kyle Kirk, RK Supply
Embark is already ready and able to help us when needed. They have the appropriate knowledge, expertise and resources to assist with all our technical accounting needs.
Madison Trevino, Presidio Petroleum
Embark has consistently provided a highly knowledgeable group of finance professional that are an absolute pleasure to work with!
Yvette Yanzalone, Plastics Management LLC
The Embark team is easy to work with and very knowledgeable. They go above and beyond, and I am thankful for the relationships I have built with each person I have had the privilege of working with.
Amanda Heavner, INSURICA
From top down, Embark has been fantastic. Have some of the brightest team members you'll ever encounter and they blend right into great cultures. They are highly engaged and always looking for ways to help improve your business!!
OJ Vallejo, Mitratech Holdings, Inc.
Office of the CFO resources

The FP&A Starter Kit: Everything You Need to Build or Rebuild Your Ideal FP&A Function

04 Jan 2024 DATA & ANALYTICS

Financial planning and analysis is every successful company’s secret weapon. It’s an operational crystal ball, providing the nuanced information decision-makers need to steer the ship forward, in good economic seas and bad. But how do you go about building a world-class FP&A team? Or rebuild one that just isn’t cutting the forecasting mustard?

Leaders helping finance become the strategic partner it was always meant to be

Adam Olsen

National Head of Practices

Have questions? Looking for answers?

Let us know what’s on your mind and we’ll get back to you in no time. Remember, the more you tell us, the better we can help, so don’t be shy—we don’t bite.

Text with a real person

Every Embark solution starts with a conversation. An experienced consultant is ready to text. Really.