Service Offering
Reporting & Analytics
Modern companies require robust reporting infrastructure that transforms fragmented data streams into strategic intelligence. Catalant Experts blend hands-on operational experience from Fortune 500 companies with high-end consulting expertise to architect enterprise-wide analytics ecosystems that empower leadership to:
APPROACH
Transform Fragmented Data Into Strategic Advantage
01
Align strategic metrics
Engage executive stakeholders to define business-critical KPIs and establish measurement frameworks that directly connect to strategic goals and financial outcomes.
02
Architect reporting infrastructure
Design comprehensive data models, automated pipelines, and governance frameworks that eliminate manual bottlenecks while ensuring data accuracy across the enterprise.
03
Deploy real-time analytics
Implement interactive dashboards and self-service BI tools that deliver decision-ready insights to the right stakeholders at the right time.
04
Integrate predictive capabilities
Leverage AI and advanced analytics to surface trends, identify anomalies, and provide forward-looking insights that transform reactive reporting into proactive intelligence.
05
Enable sustainable adoption
Establish processes through comprehensive change management, user training, and automation that reduces reporting cycles while increasing analytical sophistication.
WINNING TOGETHER
Reporting & Analytics Use Cases
Problem
A high-growth company struggled with adopting robust operating rhythms. It was operating without budgets, forecasts, or monthly reporting visibility, resulting in a lack of operational metrics and benchmarks. Decision-making stalled without baseline performance or profitability levers.
Action
Working with the CEO, COO, and business unit leaders to understand growth expectations, expense drivers, and target profitability scenarios, the team created monthly operational KPI reviews focused on the most critical business objectives, including collections, cash, and leakage, while also establishing quarterly financial forecasts and business target monitoring systems.
Results
- Comprehensive financial and operating visibility that enabled data-driven leadership decisions and strategic planning.
- 25% reduction in collections leakage
- Monthly financial and operating KPI reviews with business leaders
- Path to profitability identified and ongoing performance visibility established
PE-Backed Finance Integration
A regional construction company acquired by a private equity-backed infrastructure parent lacked PE-level financial rigor. Disorganized records, incomplete asset ledgers, and improper lease treatments created major compliance risks. Experts introduced comprehensive post-close integration, established GAAP-compliant financials, reclassified leases, built new depreciation schedules, and elevated cash forecasting that met PE standards, successfully positioning the company for S-1 filing inclusion within six months.
Marketing Attribution Transformation
Despite significant investment across diverse marketing channels, this telecom company's margins tightened and growth slowed due to limited visibility into campaign performance and ROI. An Expert implemented a comprehensive marketing attribution model with targeted cost centers, precise posting rules, and a dynamic allocation model connected to Microsoft Power BI with automated updates. This enabled clear visibility into cost and revenue drivers, resulting in improved financial performance through channel optimization and sustained profitability through strategic focus on high-ROI opportunities.
Real-Time KPI Implementation
An organization lacking timely visibility into cost and revenue drivers struggled with fragmented forecasting processes that made it difficult to respond to market dynamics and investor expectations. Experts developed weekly KPI reporting and integrated data sources to surface real-time insight into revenue trends, cost variances, and operational efficiency. The new model reduced manual input and reporting errors and strengthened stakeholder confidence through consistent business performance insights.
FEATURED EXPERTS
Featured Reporting & Analytics Experts
Austin T.
Ex-BDO financial advisory leader and PE controller specializing in ERP
Leads post-acquisition integration, financial transactions, and ERP execution across SAP, Oracle Fusion, D365, and NetSuite. Bridges finance strategy with systems delivery to drive faster closes, better reporting, and scalable operations for PE-backed companies across all industries.
Jeff S.
Ex-F100 and startup financial executive specializing in FP&A
Supports day-to-day business operations, transactions (due diligence and post-integration), and strategic outcomes through data-driven decision-making and stakeholder-centric reporting. Establishes and leads FP&A organizations while supporting C-suite executives as operational financial leader.
David A.
Ex-CFO and head of FP&A with $10B+ revenue reporting experience
Brings 18+ years of finance experience across Fortune 500 companies and high-growth private firms. Led FP&A and reporting for publicly traded organizations generating $10B+ in annual revenue and served as CFO of $100M private company, specializing in transformation and process optimization.
Looking to build enterprise reporting that drives confident decisions?
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