Finance Transformation & Analytics

Finance Transformation & Analytics

Whether you need to increase cash flow, improve forecasting, or simplify and automate reporting, Kaizen’s financial data team bridges decades of finance and economic expertise with the data science and analytics needed to quickly and accurately deliver results.

Example Value Contributions from FT&A Projects


Annual Profit Uplift


Annual Cost Savings


Profit Uplift

Trusted Clients

Jenner&Block Universal Toyota Logistics Services Toyota Lexus

Areas of Expertise

Multi-platform KPIs

Seamlessly track all segments of your business with unified performance benchmarking and KPI analysis across diverse platforms

Multi-platform KPIs
  • Labor Cost Reporting & Analysis
  • Manufacturing Cost & Efficiency
  • Logistics Planning & Freight Savings
Cash Flow Management

Target and eliminate cash flow gaps through detailed forecasting models, ensuring a healthy and robust financial foundation and sustainable growth

Cash Flow Management
  • Dynamic 13-week Cash Flow Model
  • Accelerate Receivables
  • Prioritize Payables
Budgeting & Forecasting

Design customized budgeting strategies, forecasting models, and performance analytics that are accurate, reliable, and aligned with your unique goals and challenges

Budgeting & Forecasting
  • Multi-Year Bottom-Up Budget Models
  • Fixed & Variable Cost Forecasting
  • Capital Planning
Management Reporting

From timely financial summaries to detailed drill-through records, produce real-time dashboards and easily generate reports to get timely and actionable analytics

Management Reporting
  • Financial Dashboarding
  • Automation of Financial Reporting
  • Transaction detail analytics
Financial Processes & Systems

Leverage our deep ERP knowledge to carry your business end-to-end through seamless integration strategies, process efficiency, and maintenance of a unified financial platform

Financial Processes & Systems
  • Month-Close Process Development
  • ERP System Improvement
  • Financial Data Transformations


  • Focus on analyzing critical financial insights and driving strategic initiatives, not organizing your data
  • Reduce workload by optimizing reporting frameworks, automating repetitive tasks, and implementing robust controls
  • Optimize financial workflows, mitigate risks, and enhance operational efficiency for sustainable growth
  • Gain peace of mind from a solution designed around data integrity and operational efficiency
  • Leverage Kaizen’s extensive financial experience and team of SME’s to understand what data is most valuable to your operations and be confident in your reporting
  • Accelerate reporting delivery to one day, not three weeks, meaning you can spend more time on analysis
  • Integrate with any existing systems (SAP, PeopleSoft, Oracle, UKG, Workday, and others) and aggregate data into centralized hubs and reports with our technology-agnostic services

Client Success Stories

  • ERP Data Synchronization

    ERP Data Synchronization

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  • Labor Cost Reporting & Analysis

    Labor Cost Reporting & Analysis

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  • Digital Transformation

    Digital Transformation

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  • Volume Planning

    Volume Planning

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Our Promise


  • Rapid business benefits with Kaizen Agile approach
  • AWS & Microsoft vendor certifications
  • Rapid Cloud Migration Framework
  • Foster continuous improvement


  • Unmatched success in end-to-end execution
  • Realization of value against evolving project challenges
  • Experienced subject matter experts with both deep and broad skills


  • Flexible engagement models
  • Automation and orchestration of work product in proprietary Kaizen Delivery Platform
  • Client team buy-in / adoption / training
  • Leverage industry best practices – including what NOT to do

Contact Us

No matter your industry, company size, or business need, we’ve had experience across the board and could have a solution for you! Fill out your info, and we’ll get back to you ASAP!