Financial Consulting


When you are busy running day-to-day operations, it can be difficult to step back and create an optimal plan for the future. Keene Advisors offers a comprehensive suite of financial consulting services designed to optimize your company’s financial performance and propel your business forward. We understand that your financial needs are unique, and we work closely with you to develop tailored solutions that address your specific challenges and goals.

Our services are wide-ranging and comprehensive

From financial planning and deep financial analysis to data science and machine learning prediction, we start with a wide lens then focus on the in-depth details that will make a difference to your long-term objectives. Our team is obsessive about data, knowing that what gets measured gets managed and we’ll work with your team to implement financial protocols that are scalable and can be integrated into your current practice. Some specific areas of focus include:

Financial Planning & Financial Analysis:

  • KPI Development & Metrics Definition: We collaborate with you to establish key performance indicators (KPIs) and define financial metrics that accurately reflect your business health and track progress towards goals

  • Cash Flow Forecasting: We build robust cash flow forecasting models and methodologies to provide clear visibility into your financial future and ensure sufficient liquidity

  • Budgeting & Variance Analysis: We guide you through the annual budgeting process and conduct regular variance analysis to identify discrepancies between projected and actual performance, enabling informed decision-making

  • Capital Cost & Optimal Financing: We evaluate your cost of capital and explore various financing options to ensure you secure the most advantageous and cost-effective funding solutions

Data Analytics & Machine Learning Predictions:

  • Data Analytics Integration: We leverage data analytics tools to extract valuable insights from your financial data, uncovering trends, identifying opportunities, and optimizing performance

  • Machine Learning Predictions: We can unlock the predictive power of your company’s data by building machine learning algorithms with your supply chain and sales data to determine more accurate financial predictions and empower data-driven decision-making

Financial Reporting & Management:

  • Growth & Expansion Opportunities: We provide in-depth analysis of potential product launches, new markets, and other growth opportunities, advising you on feasibility and potential impact

  • Monthly Reporting & Quarterly Recasts: We can lead your monthly financial reporting meetings and oversee quarterly recasts, ensuring accurate and timely financial reporting

Keene Advisors takes pride in building strong, collaborative partnerships with our clients. We actively engage with your team to understand your business, your goals, and your unique challenges. By combining our financial expertise with your industry knowledge, we develop data-driven strategies that empower you to make informed decisions, optimize your financial performance, and achieve sustainable growth.