Scale your FP&A capabilities with tech-enabled services

Our combination of FP&A expertise, a multi-pronged technology approach, and client-centric mindset and help you set the right long-term foundation with solutions that meet your specific needs

We advise clients across many verticals

Our Approach

Our innovative Platform Planning approach is an alternative to specialized planning software for FP&A teams who need more flexibility and scalability at a lower cost

Data Platform

Fabric, an end-to-end data solution that covers data architecture and data integrations (with 200+ connectors).​

Forecasting Engine

Multiple options for forecasting, including connected Excel workbooks, App-based collaboration, and Synapse data science models.​

Reporting & Analytics

Power BI is a complete and well-known solution for building reports, dashboards, and visualizations.​

User Applications

Power Apps are entirely custom web apps, mobile apps, and AI agents built to your order to bring everything together.​

Cost of Ownership

Save 50%+ on recurring spend by reducing or eliminating specialized software subscriptions. Reduce fixed resourcing costs with less need for technical experts or consultants

Ease of Ownership

Enjoy the accessibility and flexibility of staying in Excel for modeling, leveraging accessible low-code/no-code products like Power BI and Fabric. Avoid learning proprietary interfaces or formula languages with steep learning curves

Our Services

OVG addresses all of your needs across technology, process, and people throughout your growth journey

Technology

Best-in-Class Solutions

We have a multi-pronged technology approach, building both platform-based solutions and software-based solutions. Every team's needs are different, and we help you select and adopt the right solution, whether it's a custom Platform Planning application or planning software like Anaplan, Abacum, Adaptive, and more

Process

Expert Execution

With deep strategic finance expertise, we build the right processes to free up more time for you and your team:

3-Statement Modeling: bridge the financial story from top-of-funnel to EBITDA to cash flow

Target-Setting: run top-down models and cascade them down through the organization

Workforce Planning: manage headcount from budgeted req to promotion with role-level or employee-level comp modeling

Collaborative Budgeting: work with budget owners with Excel templates or user-friendly apps

Workflow Automation: facilitate approvals with apps

Management Reporting: handle all your reporting needs from ad hoc to standard reporting packages

Scenario Planning: run unlimited scenarios with as many variations of logic and assumptions as needed

People

Strategic Partnership

We support you in a variety of ways to empower you and your team on a continuing basis:

Advisory: we supplement your team with an objective outside perspective and recommendations

Technology Selection: we provide you with expert direction to help you ask the right questions and select the right solution

Team Enablement: we work directly with your team to share our knowledge and equip you with the right skills to maximize self-sufficiency and productivity

Managed Services: we operate as an extension of your team to help address resourcing needs or navigate busy periods

We work with clients of all shapes and sizes

Our clients range from small teams to global enterprises

OVG has been instrumental in our success with Anaplan. In 2023, we underwent an ERP migration to NetSuite and without them, we’d have been back to using manual spreadsheets. The team is highly responsive with tenacious client service.

Sr. Finance Manager

Openvale has been a tremendous partner for us through the entire journey of design, implementation, maintenance, and further development. The team was focused only on delivering what we wanted from the very beginning and has been extremely responsive to our needs after implementation.

Finance VP

Absolutely the best consultants in the game. They are knowledgeable on multiple systems and understand the needs of FP&A. I would choose OVG over any other consultant firm any day.

Sr. Finance Manager

Client Stories

How can we help you?

Get in touch with us today!

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