Engage

FINANCE OPERATIONS
ASSESSMENT

A Clear Picture of Where Your Finance Function Stands.

Most finance leaders know something isn’t working. Fewer know exactly where the friction lives — or which fix would have the most impact. That’s what this conversation is for. In one focused call with an E78 advisor, we’ll look at your accounting foundation, your planning and analysis function, and your systems — and give you a clear picture of your gaps and the highest-leverage place to start.

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WHAT TO EXPECT

One conversation. A clear direction.

Our advisors come prepared. Before the call, we review what you’ve shared. On the call, we work through three areas of your finance function — honestly and without a script. You’ll leave with a clearer picture of where the friction is and where the highest-leverage opportunities are.

Your Accounting Foundation

We’ll look at your close process, data quality, reconciliation discipline, and whether the accounting function is producing information people actually trust. This is where most finance problems start — and where the most durable fixes begin.

Your Planning & Analysis Function

We’ll explore how forecasting works today, how long scenario analysis takes, how the FP&A team spends its time, and whether the planning process is keeping pace with how quickly the business moves.

Your Systems & Technology

We’ll assess whether your ERP and EPM environment reflects how the business actually operates today, where manual workarounds have become load-bearing, and what a better-configured technology layer would unlock.

At the end of the call, we’ll give you our honest read: where the gaps are, which ones matter most, and what a realistic path forward looks like. If there’s a fit for E78 to help, we’ll say so — and we’ll be equally direct if there isn’t.

Who this is for.

This conversation is most valuable if…

You lead or oversee the finance function at a middle-market company ($25M–$500M+ revenue)

You’re a PE operating partner responsible for finance performance across one or more portfolio companies

Your finance function is consuming more time and budget than the value it’s returning

You’ve invested in technology or automation and haven’t seen the results you expected

You’re approaching an exit window and want the finance function to withstand diligence scrutiny

You don’t know exactly where the problem is — only that something isn’t working

If you’re not sure whether this is the right conversation, it probably is. Most of the leaders we talk to come in knowing something is off — they just want someone to help them see it clearly.

WHY E78

We’ve seen this before.
Probably your exact version of it.

E78 advisors have led finance functions, run PE portfolio operations, and sat in the CFO seat. We’re not consultants who theorize about finance problems — we’ve operated inside them.

PE & C-Suite Depth

Our advisors have operated as CFOs, controllers, and PE operating partners. We understand the pressures you’re under because we’ve been in the seat.

Integrated, Not Siloed

We don’t sell you one service and walk away. We look at accounting, planning, and systems as one connected model — because that’s how they actually work.

Honest Over Impressive

We’d rather tell you the truth about what’s wrong and what it would take to fix it than close a deal that isn’t right for your situation.

Ready to get a clear picture?

Request your Finance Operations Assessment below. We’ll review what you share, reach out within one business day, and schedule a focused conversation at a time that works for you. No obligation. No generic sales pitch. Just an honest conversation about where your finance function stands — and where it could go.

Request My Assessment