Financial Operations Strategy

Empowering Stakeholders and Decisions

Valuable information and advisory that drives your business.

Whether you need the expertise to maintain the financial health of your business, more reliable and extensive financial data to make important decisions, or a sounding board for how to use the data for effective decisions, Pinion strategic finance consultants will guide your success.

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Three people around a table, discussing numbers on a chart

Ad Hoc Analysis for a Deeper Understanding of Your Business

We assist with cash flow modeling, annual budgets, and multi-year projections to better understand your business and set realistic expectations. We also provide business intelligence around your choice of topics — product lines, customers or vendors, inventory, or cash flow management.

When you need more than numbers presented to you on financial statements — our financial planning and data analysis experts explain the “why’s” behind your numbers.

Contact a strategic finance advisor

Financial Strategy and Reporting

  • Why are key performance indicators (KPIs) lacking or ineffective in measuring business performance?
  • Does my financial strategy support my long-term business goals?
  • Are my targets for compensation and incentives missing the mark for employees?

  • Funding, Payments, and Profitability

  • Do I have enough money to purchase new equipment?
  • Are my product offerings showing as profitable?
  • How do I secure funding and capital raises?
  • Why is this payment or LOC due?

  • Big Picture Questions and Future Planning

  • What are my options for the business when I retire?
  • How can we consolidate to see my entire portfolio and address any challenges?
  • Are we prepared to meet financial compliance and reporting requirements?

  • We Take a Holistic Approach

    Pinion advisors provide a holistic look at your data and numbers to provide a realistic view of where your business stands, identify what adjustments and improvements can be made, and weigh the potential impacts of your options — for the betterment of your executive decisions and long-term success.

    We Strategically Evaluate and Advise On:

    Current financial management and tools

    Budgeting and forecasting

    Planning and long-term vision

    Performance metrics and decision-making

    Funding and capital requirements

    Consolidation and inter-company transactions

    Elevate Outcomes With Proven and Proactive Finance Expertise

    Whether you are rethinking organizational structure or are faced with complex business issues, our finance and accounting experts utilize valuable insights from working with similar businesses and situations as yours, and collaborate to apply the critical expertise needed to drive your unique business forward.

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    Unleash the Data, Knowledge, and Resources to Drive Transformative Change

    We collaborate with you to unearth and capitalize on opportunities, driving growth and profitability.

    Identify Issues

    Identify the issue(s) that needs to be solved: stifled growth, increased costs, new risk, etc.

    Gather Data

    Unlock valuable business insights with our thorough data analysis.

    Strategize

    Use knowledge to generate meaningful insights to help grow, improve, and protect your business now and in the future.

    Revisit

    Rethink current resources, approaches, and/or strategy based on potential impacts, options, and solutions.

    Move Forward

    Leverage competitive advantages and respond to business issues.

    Discover what Pinion can do for you:

    Expertise Wherever You Need It

    A holistic approach to optimal results.

    Pinion is dedicated to your business and your success. We navigate the barriers, complexities, and business challenges that stand in your way, cultivating your long-term growth and helping you achieve new opportunities.

    Accounting & Back Office Solutions

    Capture accurate accounting data and advisory and alleviate compliance and back office challenges so that you can tend to what matters most.

    Tax Strategy & Assurance Services

    Specialists in understanding market challenges, tax law, and tax compliance needs. 

    Our experienced advisors take a risk-based approach to every engagement — zeroing in on your unique challenges, complexities, and concerns.

    Food & Ag Consulting

    Our ag-focused advisors take a holistic view of your business to forecast and capture opportunities, mitigate challenges, & drive your food & ag business forward.

    Succession Planning

    Navigate tough business decisions, family discussions, and entity transitions. Expert estate and gift tax knowledge, trust guidance, long-term goal setting and risk management.

    Financial Strategy

    Strategic analysis and guidance to navigate transaction deals, satisfy stakeholder needs, and make long-term decisions.

    Sustainability

    Sustainability tools, solutions, and expert consulting for the food value chain. Customized to meet your sustainability goals.

    • Develop a program and data plan
    • Measure performance
    • Program targets and execution
    • GHG accounting
    • Scope 1, 2, 3 reporting
    • Risk assessments

    View our sustainability consulting overview

    Advisory Services for Your Industry

    Work with experts who know your business, your field, and your needs.

    Scott Brin

    Request a Conversation to Assess Your Financial Business Needs

    Talk to Scott

    Scott Brin, Advisor – Strategic Finance Consulting