J.T. Cecchini

Our Mission is to up-tier traditional finance functions to empower data-driven decision making. We partner with growth companies to provide finance 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, LevelUp creates automated and responsive ARR analytics. We also provide ARR Refactoring for clients that have outgrown their legacy ARR reporting and related processes. Additional components of our services: Consolidated Budgets Management Presentations Integrated Data Models Rolling Monthly Forecasts Analytics Highlighting Value Drivers KPI Development Accounting Outsourcing Monthly Operating Reports Diligence Prep Board-Level Visuals Data Prep & Clean Up Long-Term 3-Statement Models Deep-Dive Analytics