About

Every engagement is led personally by our founder.

Senior-led by design

There are no junior staff and no handoffs. The person who scopes the work does the work, and you deal with that person from the first call to the last board pack.

Leadership

Our founder brings nine years in FP&A and corporate finance. Experience includes leading global FP&A within a private-equity-backed audit and analytics group, with ownership of the enterprise forecast, budget and cash-flow models, board and sponsor reporting, and the scenario and valuation models behind a $150M leveraged buyout.

Earlier experience includes global markets and fintech strategy at Credit Suisse, and data science and analytics at ADP.

86, 54 and 59service lines, business units and regions, in that order, under one forecast

About 20%improvement in forecast accuracy through predictive analytics and Vena and Power BI reporting

$150Mleveraged buyout modelled and supported

$500M+in client savings from tax-credit programmes budgeted and forecast

Credentials

Education: BBA, Finance
Certification: Vena ITL
Tools: Excel, Vena, Power BI, Tableau, NetSuite, Oracle PeopleSoft, Salesforce
Languages: English, French

Why clients choose us

Senior-led: Clients work directly with the founder on every engagement.
Board-ready: Every deliverable is designed to be read by a board.
Fast: A Diagnostic takes 30 days.
Strategic: We strengthen the finance function and leave it in place.
Institutional: Reporting to private-equity standards.

Clarity on performance, risk and financial direction in 30 days.

Tell us a little about your organisation and what you need. We reply to arrange an initial conversation.

A 30-minute introductory call
A tailored proposal within 48 hours
Kick-off within one week of a signed agreement

Or write to contact@trottintelligence.com

We work in English and French.