About Us
Built by finance operators, modelers, and systems thinkers.
EPM Solutions is a boutique consulting firm focused on helping companies build better finance systems. We specialize in AI-native, third-generation FP&A tools built to modernize planning, reporting, and decision making.
Our Perspective
We believe finance systems should reflect how the business actually works. The best planning environments connect strategy, operations, accounting, and reporting in one coherent structure.
Who We Work With
We work with growing companies, SaaS businesses, finance teams, and leadership teams that need more scalable planning and reporting infrastructure.
What We Bring
A multidisciplinary finance background
Our team combines finance leadership, FP&A transformation, financial systems implementation, and product-minded planning design. We bring experience from both the customer and consulting side, giving us a practical view of what finance teams need from modern planning systems.
Deep EPM Implementation Experience
100+ successful EPM implementations across platforms including Abacum, Planful, Pigment, Vena, Prophix, and OnPlan.
FP&A and Finance Leadership Background
Experience leading FP&A and finance transformation work across startups, high-growth companies, private equity-backed businesses, and Fortune 500 environments.
Complex Model Design
Expertise designing SaaS, OpEx, headcount, revenue, workforce, allocation, forecasting, and scenario planning models.
Finance Systems and Data Integration
Experience connecting ERP, CRM, HRIS, accounting, and operational source systems into planning and reporting tools.
Abacum Platform Expertise
Certified Abacum experience across platform configuration, implementation best practices, planning workflows, automation, reporting, and executive dashboards.
Cross-Functional Planning Enablement
Ability to design workflows that support finance, accounting, operations, GTM, HR, executives, and department leaders.
Reporting and Executive Decision Support
Experience building reporting structures for variance analysis, investor reporting, board reporting, executive dashboards, and stakeholder decision-making.
Product and UX-Minded Design
Planning systems designed with usability, adoption, and stakeholder experience in mind — not just technical configuration.
Coming soon
Client testimonials, case studies, and partner badges.