Your first 100 days set the standard. Make sure the numbers do too.
New CFOs inherit whatever reporting environment the last regime built. Sometimes it is good. More often it is fragmented, manual, and wrong in ways no one has had the time or bandwidth to fix.
The first 100 days are your window. The board is watching. The team is calibrating. And the PE sponsor has questions you need to be able to answer with confidence.
LevelUp Finance gives you a trusted data foundation before the window closes.
You inherited the numbers. You own the credibility.
Most new CFOs spend their first weeks discovering what the reporting environment actually looks like, not what it was presented to be. The close process takes longer than it should. The ARR number depends on who you ask. And the board deck gets built in a spreadsheet the night before.
That is not a people problem. It is an infrastructure problem. And it is the gap LevelUp Finance closes fast.
Four systems producing four different revenue numbers with no reconciliation path
Month-end close that consumes the entire finance team for two weeks
ARR methodology that cannot survive investor scrutiny
Board reporting built manually from exports that are stale by the time they are formatted
No single source of truth that finance, sales, and the executive team all run on
The foundation your credibility depends on.
LevelUp Finance deploys an integrated team of finance, data engineering, and AI experts directly into your existing infrastructure. We build a governed data warehouse and BI layer that gives you one trusted number for every metric that matters.
One source of truth
Unified CRM, ERP, billing, and HRIS data in a governed warehouse. Every number traceable to its source record. Board-ready metrics you can stand behind on day one of your next QBR.
A close process that does not consume your team
Automated pipelines replace the manual exports, reconciliations, and late-night fixes. Close faster. Arrive at board week with data that is already validated.
ARR your investors can audit
Billings-based ARR roll-forwards built in your warehouse. Price, quantity, churn, and expansion movements explained and traceable. Defensible methodology documented and governance-ready.
Visibility on your timeline
Team activated in days. First deliverable in 30 days. Structurally faster than hiring, consulting, or an internal build that competes with everything else your team is carrying.
NielsenIQ: 95% reduction in reporting refresh time. 90 minutes to 5 minutes.
$20M+ in missed ARR identified for a $1B+ data and analytics company after LevelUp Finance rebuilt their billings-based model
120+ hours of monthly manual work eliminated across recent engagements
Built for the new CFO who cannot afford to wait.
LevelUp Finance works with newly placed CFOs at PE-backed and privately held companies in the United States with $50M to $500M in annual revenue. Our clients have identified the reporting gap. The constraint is the team and the time to close it before the next board meeting.
Set the standard in your first 100 days.
Team activated in days, first deliverable in 30. A trusted data foundation before the window closes.
Get Your First Deliverable in 30 Days