Three ways we build your Executive Frame™.
We deliver reporting, planning, and process work through the SUNBREAK™ Lifecycle, scoped to where you're starting from: a focused assessment, a specific build, or ongoing advisory support. We don't sell anything off a shelf.
Turn fragmented reports into one trusted, decision-ready view of performance.
When every department reports differently, leadership spends its time reconciling numbers instead of acting on them. We design reporting that leadership actually trusts — consistent definitions, a single source for key metrics, and a view of the business that holds up under questioning in the boardroom.
What this typically includes:
- Executive and leadership reporting that consolidates finance, operations, and workforce data into one coherent view
- Clear definitions and governance for the metrics that matter most, so “revenue” or “headcount” means the same thing everywhere
- Reporting automation that removes manual consolidation, using tools like Power BI where they fit your environment
- Self-serve reporting that teams can actually use, so requests stop bottlenecking through one person
Typical Deliverables:
- A KPI dictionary: one definition, owner, and source for each metric leadership uses
- An executive report or Power BI app connected to your source systems, with security and a refresh schedule
- A reporting inventory showing which existing reports to keep, merge, or retire
- User guides and a training session for the people who will run it
Build planning and forecasting your leadership team can actually rely on.
Budgets and forecasts lose value fast when they're built once a year and disconnected from how the business actually performs. We help finance and operational leaders build planning processes that stay current, connect to real performance, and give leadership genuine visibility into where the business is headed.
What this typically includes:
- Budgeting and forecasting processes that update on a realistic cadence, not just once a year
- Financial modeling that supports real decisions — hiring, investment, expansion — rather than sitting in a spreadsheet unused
- Workforce and headcount planning connected to the financial plan, not maintained separately
- Performance management reporting that gives leadership and the board a clear, current view of how the business is tracking
Typical Deliverables:
- A driver-based budget and rolling forecast model
- A planning calendar: who submits what, and when
- A headcount plan tied to the financial plan
- A monthly leadership or board performance pack, with a variance commentary template
Streamline how information moves so reporting scales with the business.
Good reporting depends on what happens upstream of it — how your teams capture, move, and govern data. We help organizations redesign the processes and system connections that produce their numbers, so reporting stays reliable as the organization grows.
What this typically includes:
- Reporting and process redesign that removes manual handoffs and duplicate data entry
- Data governance that assigns clear ownership and definitions to the metrics leadership depends on
- System integration and connection work across the platforms you already run, such as NetSuite and Dayforce, so information flows instead of getting re-keyed
- Scalable operating frameworks designed to hold up as headcount, locations, or business units grow
Typical Deliverables:
- Current and future process maps
- A data ownership matrix: who owns, defines, and approves each key number
- A system mapping specification, such as HRIS to general ledger
- At least one recurring report automated, with the time saved measured before and after
How engagements typically work
These three areas overlap in practice — a reporting problem is often also a process problem, and a process fix often changes what's possible in FP&A. Every engagement follows the SUNBREAK™ Lifecycle. Most start with a focused assessment of where the business actually stands (Survey, Understand, Navigate), then move into implementation (Bridge, Remodel, Entrust) and, where useful, ongoing advisory support (Anchor, Keep Watch).
A focused assessment ends with a written findings report and a prioritized roadmap: what to fix first, what to retire, and why.
See Our Approach →Not sure which of these fits your situation?
That's a normal starting point. Most engagements begin with a conversation about where reporting is breaking down, not a pre-defined scope.