Bring your financial vision into focus

The goal of Convergence Financial Consulting LLC is to provide customized solutions for your business needs in order to gain financial visibility and streamlined decision making no matter the size or complexity of your organization.

Efficient processes tailored to your business needs for optimal performance.

Expert guidance to enhance your Finance and Treasury capabilities.

Customized solutions to maximize your financial efficiency and effectiveness.

person holding pencil near laptop computer

The focus of our services is the understanding of how FP&A and Treasury influence each other. We recognize the critical importance of having a clear line of sight to both areas to minimize operational risks.

Seems like a simple goal but often companies take a one and done approach to their budget process or just assume things will operate as usual or eventually work out. Recent events have proven that to be a risky approach. It is critical to not only map out a comprehensive plan, but to monitor and reassess based on where your company is within that plan. The only way to do that is to have the tools to quickly and accurately compare information and share it across the enterprise.

Treasury and FP&A Services

Providing comprehensive Treasury and Financial Planning & Analysis services for businesses.

Process Improvement Services

Specializing in building out or improving processes to meet the unique needs of your business. A wide range of services tailored to your industry and business size.

Click on the link below to see what we can do for you.

Ongoing Support Services

Offering ongoing services to support your day to day ops or periodic deliverables. We add value to your team through continuous support.

Click on the link below to see what we can can do for you.

The What

Learn More

The Why

Accurate and Timely Information When Needed

Having relevant and up to date information available to make decisions that impact the bottom line is critical to long term success.

The How

Collaborative and Efficient

Communication is critical in order to execute on projects. We'll focus on your end goals based on timeline and available resources.

Learn More

Data Driven decision making is a key focus of successful companies. This focus allows for efficient use of working capital and proper financing and resource allocation.

For FP&A, by integrating budgeting, forecasting and the proper levels of reporting, management can anticipate challenges and adjust resources effectively and realign overall strategy as needed.

For Treasury, effective management of cash, investments and debt can support the plans put forth by FP&A and support day to day operations.

The dynamic approach of integrating both functions together lead to streamlined operations, effective cost controls and informed decision making.

Putting the Proper Tools in Place

Initial conversation to understand the wants and needs of the stakeholders.

Collaborate with teams during refinement cycle to execute on plan(s).

Deliver final product(s) or ongoing support services and continue ongoing dialogue.