Rather than searching for an internal financial planning and analysis (FP&A) professional to handle this, Firstsource was able to rely on E78 Partners as an outsourced solution to provide the level of quality they were looking for. “We’re a middle market company and we wanted big company quality FP&A, but it is hard to find them, convince them to move to Buffalo, and retain them,” said Rick. “E78 Partners, as an outsourced partner, provided the flexibility for us to scale with them,” he added. Having E78 Partners on board has been “transformative” says Rick. “We now have weekly, monthly, quarterly, yearly models and forecasts that are an order of magnitude better than they used to be,” he said. It is not only the data that is powerful, but the way E78 Partners builds and presents the data. “They present the reports in a digestible way. It is easy for senior management to look at the data, engage with it, and make decisions,” Rick said.

He continued, “With E78 Partners, forecasting has been about as good as it can be. It has been a real benefit to the organization. People feel more comfortable that there’s a steady cadence to it. There are fewer surprises, which helps everybody up and down the reporting chain. E78 Partners has really been transformative.”