Financial Services

High stakes, strict compliance, fierce competition—financial services is a grind. We’ll make sure you come out on top.

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XBRL Tagging: GPS to Navigate Your Financial Reporting and Data

Financial Services solutions

Embark provides a wide range of services for the Financial Services industry, 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/fractional CFO service, capital raising)
FP&A
Treasury
Finance Transformation

Outsourcing & Team Continuity

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

M&A Activity

Pre-Transaction Diligence
Acquisition Execution
Post-Transaction Support
Optimization and Growth
Exit: Sale, IPO, Divestiture

Valuation

Business Combinations / Purchase Price Allocation
Goodwill & Long-Lived Asset Impairment
Private Equity Portfolio Valuation
Fair Value Measurements
Bankruptcy Reporting
Financial Securities & Compensation
Tax Valuation
Economic Modeling

Digital Transformation

Technology Enablement
Project & Change Management
Data Analytics & Automation

Project & Change Management

Project/Program Management
Governance Planning and Design
Stakeholder and Change Impact Analysis
Organizational Readiness
Training Design, Development, Delivery
Knowledge Management
Strategic Planning and Roadmapping

Human Capital Transformation

Strategic Planning and Roadmap Development
Operating Model Optimization
Technology Enablement
Transactions Strategy & Support
PMO & Change Management
Data Analytics & Automation
Finance, Reporting, IT & Operations Alignment
HR System Implementation and Ongoing Support

ESG & Sustainability

Reporting Readiness & Gap Assessment
CSRD/ESRS
SEC Climate-Related Disclosures
Double Materiality Assessment
Green House Gas (GHG) Reporting & Compliance
Report & Disclosures Preparation
Process Design, Documentation, & Optimization
Data Collection, Mapping, & Analysis
Technology Enablement and Implementation
Project & Change Management

Capital Markets

IPO Readiness Support
IPO/SPAC Lifecycle Support
SEC Reporting and Filings
Acquisition Financial Reporting & Advisory
Carve-out Financial Statement Support
SOX Readiness
Complex Transaction Analysis & Advisory
Financial Audit Support & Readiness
System Integration / Global Consolidation
Process Improvement
Finance & Reporting Team Continuity

We’re your disruption shield, keeping operations smooth and growth on track.

Fluent finance spoken here; we know the regulatory maze

Our experienced advisors have navigated this landscape before—and then some. That experience translates to informed strategies and proactive solutions for you.

Protection from threats—cyberattacks, compliance breaches, and more

Sleep soundly at night knowing we're watching your back. Our proactive approach keeps your operations and reputation safe.

Streamline processes for precision and peak performance

Efficiency is the name of the game in financial services. We optimize your workflows for accuracy, speed, and unfailing compliance.

The right tools to elevate your operations

The right technology exponentially amplifies impact. We'll help you harness its power to streamline operations and better serve your client base.

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:

Let's team up

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.