Corporations

This is a new era of accountability in publicly traded companies. Regulatory risk and compliance requirements are high. Importantly then, decisions about future operating and capital initiatives need to be made with a full understanding of their ramifications on prospective financial statements.

Corporations rely on our strategic financial planning group’s patented and proprietary financial modeling platform, Synario, for analysis and reporting they can trust – so they can more easily and confidently make important decisions.

Synario gives corporations total control over their financial models, and reduces the risky guesswork inherent in most modeling. Patented layering technology permits unlimited scenarios and permutations of assumptions, while superior auditing functionality means models are more transparent.

Corporate Use Case Examples

  • Cash Statement Modeling
  • Capital Asset Structures
  • Cash Sweeps
  • Consolidations
  • Project Finance / Cash Waterfalls
  • Capital Projects
  • Mergers, Acquisitions, and Divestitures
  • Cash Flows
  • Loan Portfolios
  • Deferred Revenue
  • Expense Allocations
  • PIK Interest Modeling
  • VAT Modeling
  • Cost & Profitability
  • Employee Benefits
  • Currency Conversions

Meet Our People

Name
Position
Location
Sarah Moore
734.794.2527
Senior Managing Consultant
Ann Arbor
Sean Wahl
734.794.2536
Senior Managing Consultant
Ann Arbor
Alexia Pereira
215.814.1934
Client Success Manager
Philadelphia
Corneel Boulard
734.994.9700
Municipal Bond Assistant II
Ann Arbor
Heather Casperson
612.371.3753
Senior Managing Consultant
Minneapolis
Nick Jones
415.982.5544
Senior Managing Consultant
San Francisco
Chuck Upcraft
612.371.3731
Senior Managing Consultant
Minneapolis
Brooke Pierce
215.567.6100
Senior Swaps Coordinator
Philadelphia
Lila Berry
646.561.0722
Senior Managing Consultant
New York
Matt Magarity
215.814.1956
Senior Managing Consultant
Philadelphia
Elise Lomel
404.410.2227
Senior Managing Consultant
Atlanta
Kristina F. Powell
646.561.1723
Senior Managing Consultant
New York
Mudra Patel
415.393.7258
Senior Managing Consultant
San Francisco
Andrew Estrada
6175025659
Senior Managing Consultant
Boston
Alex Theissen
617.508.5646
Senior Managing Consultant
Boston
Jackie Berry
407.723.5929
Multi-Asset Class Specialist
Orlando East (fka Fishkind and Associates)
Stanley Geberer
407.723.5900
Senior Managing Consultant
Orlando East (fka Fishkind and Associates)
Venessa Ripoll
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Jennifer Glasgow
407.723.5900
Chief District Accountant
Orlando East (fka Fishkind and Associates)
Jane Gaarlandt
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Amanda Lane
407.723.5900
Assistant Chief District Accountant
Vivian Carvalho
407.723.5900
District Manager
Orlando East (fka Fishkind and Associates)
Erick Winterkamp
571.527.5137
Senior Managing Consultant
Arlington
Louise Houghton
213.415.1629
Senior Managing Consultant
Chicago
Maggie Marshall
206.858.5361
Senior Managing Consultant
Seattle
Garrett Hincken
(215) 557.1495
Senior Managing Consultant
Philadelphia
Joe Buckshon
(267) 990.9105
Senior Marketing Manager
Philadelphia
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