improveo
SynFiny Advisors
Our experience. Your success.
Company Information
star

Conpas Rating

-

info

Overview

Finance and general‑management consultants driving results in FP&A transformation, shared services, analytics, strategy, M&A support, supply chain, and more—delivered by seasoned operators

Groups

Number of Employees

201-500

settings_suggest

Services Provided

Consulting

Capabilities
Industries
Serviced Businesses
Footprint
location_on

Regions

North America

map

Countries

United States Of America

Additional Information
calendar_today

Year of foundation

2014

lan

Structure

Partnership

factory

Industry

Professional Services

Share this profile
Offerings

Problems we solve

The Challenges We Were Built to Fix

Clients come to SynFiny when the usual answers are not working. Finance functions that report what happened but cannot help management make things happen. Budgets that take too long, forecasts that miss, and profitability that is impossible to see clearly across products, services, and business units. Supply chains with cost structures that are opaque, benchmarks that are stale, and staffing gaps that slow critical transitions. Strategic plans that sit on shelves because execution capability was never part of the design. M&A integrations that unravel because operational alignment was an afterthought. Organizations that hire well but train poorly, restructure without regard for how people will row in the new direction, and lose their best talent because career development was never made explicit. Risk exposures — financial, cyber, reputational, compliance — that quietly accumulate until they distract leadership from its core mission. Across every one of these challenges, SynFiny brings advisors who have personally navigated them before, and who know that the only solution worth delivering is one that produces real, measurable results in your specific business.

View more

Consulting Solutions By Capability

Accounting Transformation

Stabilizing, streamlining, optimizing work processes to ensure data integrity and timeliness of Accounting, Record to Report, Consolidation and Financial Reporting. The service modernizes accounting operations and financial close processes as part of a comprehensive operational improvement approach. The firm focuses on transforming the entire record-to-report cycle, implementing best practices for consolidation, and ensuring both data integrity and reporting timeliness. This capability is delivered as an integrated component of broader finance transformation initiatives.

View more

Business Analytics

Providing financial and business analytics that drive decision making and grow bottom line. The firm delivers decision-grade analytics for growth and profitability, including market and competitive analysis strategies. Business intelligence analysis spans markets, countries, industries, and channels, enabling clients to make data-driven decisions. The approach combines financial analytics with market insights to identify opportunities and optimize business performance across diverse operational contexts.

View more

Business Process Transformation

Helping clients understand and improve business processes to eliminate, simplify, standardize, or digitize effort. The firm employs a proprietary five-level Business Process Transformation methodology focused on eliminating waste, reducing cycle times, and cutting costs. The approach delivers end-to-end process optimization spanning source-to-pay, order-to-cash, and other critical business processes. By systematically analyzing and redesigning workflows, the firm enables clients to achieve significant efficiency gains and cost reductions while improving process quality and speed.

View more

C-Suite Services

Experience and skills that fill critical gaps, lead strategic projects, or improve management capability at executive level. Advisors sit in for C-suite roles during leadership transitions, providing interim executive services and C-suite coaching. The firm conducts organization assessments and develops improvement plans at the executive level, ensuring leadership effectiveness during critical periods. This hands-on approach helps organizations maintain momentum and strategic direction during transitions or transformation initiatives.

View more

Commercial Development

Improving go-to-market and sales operations to drive revenue growth and market share. Listed under Operational Improvement services, this capability focuses on customer-based business development and commercial effectiveness. The firm helps clients optimize their commercial operations, from sales force design and effectiveness to go-to-market strategy execution, enabling sustainable revenue growth and improved market positioning.

View more

Finance Transformation

Transforming financial planning and analysis (FP&A) activities and critical financial data systems and processes to provide competitive advantage. This founding service delivers productivity improvements of approximately 30%, cost reductions of around 30%, and reduced cycle times to less than 2 weeks. The firm has developed extensive expertise through multiple white papers on FP&A transformation value and implementation, demonstrating proven methodologies for modernizing financial planning, reporting, and analytics capabilities while integrating advanced data systems to drive better decision-making and operational efficiency.

View more

Information Technology

Helping develop clearer, value added IT strategies and actions to make businesses stronger and more profitable. The firm provides IT capability assessment and strategy development, ensuring alignment between IT and business needs. The service encompasses technology management and enterprise application architecture, enabling clients to build IT capabilities that drive competitive advantage. The approach focuses on creating IT strategies that deliver measurable business value and support organizational objectives.

View more

M&A Support

Analysis and operational support to execute deals that grow business, including due diligence and integration. Advisors oversee complex mergers and provide hands-on support throughout the integration process. Demonstrated experience includes P2P Transition for Acquisitions & Divestitures, showcasing the firm's ability to manage critical operational transitions during M&A events. The service encompasses both strategic analysis and tactical execution to ensure deal success and value realization.

View more

Marketing & Sales

Accelerating target audience conversion through brand positioning, portfolio strategy, and integrated marketing and sales plans. The firm develops brand marketing and commercial winning plans, providing Strategy & Insights for consumer and market trends. Marketing ROI optimization and marketing mix analysis are core capabilities, enabling clients to maximize the effectiveness of their marketing investments. The integrated approach ensures alignment between marketing strategy and sales execution to drive revenue growth and market share gains.

View more

Organizational Development

Building world class organizations through purpose-built design, skill development, career development, and talent management. The firm employs proprietary tools including Organization Builder™, Skills Builder™, Career Builder™, and Talent Builder™ to deliver comprehensive organizational development. Demonstrated capabilities include Procurement Organization Design and Training, with virtual and on-site training delivered across 17 different disciplines. This systematic approach to organizational development ensures clients build sustainable capabilities while developing their people and optimizing organizational structures.

View more

Risk Management

Helping companies tame ever changing business risks to protect people, systems and assets. The firm provides risk management and issue resolution services, implementing Corporate Risk management at all levels of the organization. The approach includes establishing Governance Boards for risk oversight and management, ensuring comprehensive risk identification, assessment, and mitigation across the enterprise. This capability helps clients build resilient organizations capable of navigating uncertainty and protecting critical assets.

View more

Shared Services

Making support functions and back office operations more efficient, effective and competitive through centralization and optimization. The firm designs Global Business Services organizations and implements Shared Services Centers across regions. The Shared Services approach streamlines transactional activities, consolidating dispersed operations into efficient, standardized service delivery models. This capability helps clients reduce costs, improve service quality, and enable business functions to focus on strategic value creation.

View more

Source-to-Pay

Transforming Suppliers, Solutions, Processes and Organization using Strategic Sourcing and Procure-to-Pay best practices. The firm delivers Strategic Sourcing/Category Management and Order-to-Pay services, including comprehensive Supplier Diversity programs covering 1st and 2nd tier suppliers. The firm operates a Source-to-Pay Training College in Latin America, demonstrating deep regional expertise and commitment to capability building. A case study in IT services procurement delivered millions in working capital benefits, showcasing the tangible value creation from procurement transformation initiatives.

View more

Strategic Planning

Helping companies set better strategic direction and guide successful strategic growth initiatives. The firm provides strategic planning facilitation and execution, linking financial strategies with operational goals across multiple industries and geographies. This service enables clients to develop clear strategic direction, align organizational resources, and execute growth initiatives effectively. The approach integrates financial planning with strategic objectives to ensure strategies are both ambitious and achievable.

View more

Supply Chain

Improving overall supply chain operations to grow bottom line through cost management, loss analysis, and operational optimization. The firm delivers supply chain optimization across FMCG, Food & Beverage, Pharma, and Manufacturing industries with deep expertise in Integrated Business Planning and Supply Network Design. Demonstrated capabilities include a Peru project showcasing local expertise and tangible results, with particular strength in Latin American markets. The approach encompasses end-to-end supply chain transformation, from network design and planning optimization to operational excellence and cost reduction initiatives.

View more

Sustainability

Helping companies remain economically sustainable while also being environmentally and socially sustainable. The firm brings specialized tools and experience to sustainability challenges, including environmental coordination and advocacy expertise. ESG integration into business strategy is a core component, enabling clients to balance economic performance with environmental stewardship and social responsibility. The service helps organizations develop and implement comprehensive sustainability strategies that create long-term value.

View more