LevelUp Financial Partners
Technology Consulting/Tech Services - San Francisco, CA, US
LevelUp Financial Partners Employees
Laurie Mullins
Senior Manager, Accounting at LevelUp Financial Partners - an Array Company
LevelUp Financial Partners Senior Management
LevelUp Financial Partners Details
Our Mission is to up-tier traditional FP&A functions to empower data-driven decision making. We partner with growth companies to provide FP&A infrastructure, transaction preparation and business intelligence (BI) solutions. We have specific expertise with financial modeling and transforming legacy reporting packages into dynamic, automated outputs in Microsoft PowerBI. For SaaS companies, we offer a proprietary SaaS reporting platform - The S4 Reporting Framework. This unified framework for SaaS metrics reporting provides continuity, context and ties departmental metrics to higher-level valuation drivers. Additional components of our services:Consolidated BudgetsManagement PresentationsIntegrated Data ModelsRolling Monthly ForecastsAnalytics Highlighting Value DriversKPI DevelopmentMonthly Operating ReportsDiligence PrepBoard-Level VisualsData Prep & Clean UpLong-Term 3-Statement ModelsDeep-Dive Analytics
LevelUp Financial Partners Technologies
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