Better cadence. Smart decisions.

Organizations are looking to the CFO and finance to lead efforts for faster execution and better analytics to enable improved decision-making and capture more value. Tartan Advisors works with finance leaders to create insights speeding the cadence within the organization that frame timely and smart decisions. Our approach is to partner with you to define the path forward to help you achieve your business ambition.

Finance Strategy

We help the CFO and finance leaders align finance strategy with business strategy, engage with stakeholders to establish expectations of finance, perform market scans to gather insights, shape the finance operating model to meet internal and external stakeholder requirements, create actionable initiatives, and communicate the change plan with stakeholders.

Target Operating Model Design

We help understand the current finance function capacity and capabilities, leverage benchmarking and leading finance practices, perform peer analyses, collaborate with finance leadership to establish its future finance operating model, identify gaps, formulate an action plan to achieve targeted performance, and develop training for stakeholders.

KPI’s and Metrics Alignment

We help assemble key performance indicators and organizational metrics, conduct interviews to formulate the business purpose of current metrics, re-design the metric framework to achieve operational and process objectives, evaluate the change impact on employee behavior, develop training for stakeholders, and implement KPI’s and process metrics.

Process Improvement

We help leaders articulate their ambitions for process improvement, assess current performance, document process requirements, leverage benchmarking and leading practices, facilitate workshops to capture improvement opportunities, analyze findings to set an improvement plan, engage with and train stakeholders, and execute the plan.

Cash Flow Management

We help prioritize the needs of stakeholders, stabilize the current cash flow environment, implement advanced tools and models, analyze near and longer term cash needs, assess working capital and cash generation opportunities, deal with vendors, set cash controls and protocols, form a detailed cash forecasting process, and manage cash.

Cost Reduction

We help leaders formulate their cost reduction imperatives, define drivers of cost, establish an environment for cost control, benchmark functional headcount, analyze spending, perform contract reviews, address cost control weaknesses, prioritize targeted savings initiatives, engage with and train stakeholders, and execute the cost reduction plan.


We help leaders define objectives for benchmarking, set functional and process metrics to benchmark with peer companies, define data fields for comparability, collect internal data, conduct the benchmark modeling, evaluate performance gaps, size potential opportunities, and engage with and train stakeholders.

Accounting Policies & Procedures

We help set objectives with leadership for refreshed accounting policies and procedures, determine expectations and priorities for policy and procedure updates, plan the full update and review process, research and evaluate gaps, establish a method to script refreshed updates, gain approvals, and communicate the change plan with stakeholders.

Revenue Recognition

We help develop a revenue recognition plan to achieve compliance, identify the impact for current revenue streams in coordination with the accounting leaders and the auditor, determine changes to IT systems, facilitate training for staff, and evaluate how the new standard impacts performance metrics, contracts, compensation plans, accounting policies, and tax matters.

Lease Accounting

We help prepare a plan to identify transition requirements to adopt the new lease accounting standard, document lease inventories, communicate transition method options, coordinate review of contractual agreements and debt covenants, identify potential process improvements and changes to IT systems, and support communications with stakeholders.