Consulting Services

At Advanced Resources, we partner with you to help you achieve your company goals and add value to your business in the process.

Achieve Your Goals


Advanced Resources’ Financial Consulting Services practice transcends traditional staff augmentation to deliver a new caliber of solutions. First, our elite team collaborates with you to identify your unique and specific challenges. We then scope a proposed solution that includes a work plan, timeline, and deliverables. Finally, we manage your project and deliver the results you expect. Our goal is to do more than just complete a project on time and within budget. We intend to leave you better than when we arrived.

When working with us, you’ll receive complete financial consulting expertise from our team of professionals. Our goal with every client is to be the easiest resource with which to work, no matter the circumstances. You can be sure that the advice you receive from our dedicated experts will address all of your business needs and help you achieve your organization’s growth goals. We’re highly motivated to make a positive impact everywhere we go.

Our financial consulting service addresses the five major operating realities financial executives are living in every day: Strategic/Transformational, Financial Process Improvement, Risk Mitigation, Profit Improvement/Cost Reduction, and System/Support Optimization. At Advanced Resources, we help you achieve your company goals and we add value to your business in the process.

Click each service to learn more.

Financial Consulting Services

    111 W. Jackson, Suite 750
    Chicago, IL 60604
    (312) 422-9333

    New York
    350 5th Ave., Suite 4510
    New York, NY 10118
    (646) 609-7090



    Few events impact a company more than a strategic change to the organization. Whether change is the result of an acquisition, carve-out, shifts in key leadership, or rightsizing, if not managed correctly, the risks can be devastating to the core of an organization. Careful planning followed by diligent execution of those plans will minimize risks and allow management to reap the rewards.

    Advanced Resources provides tested professionals with hands-on financial strategy consulting experience managing the execution of the most strategic initiatives facing your company, from M&A and IPO readiness and buy/sell transaction support and due diligence, to IT/operations due diligence and post-acquisition integration. We can also help, plan, and manage the associated organizational changes that accompany these key strategic initiatives, including providing interim executive leadership.

    • Buy & Sell Side Due Diligence
    • Divestitures & Carve-Outs
    • Interim Executive Leadership
    • IPO Preparation & Support
    • IT & Operations Due Diligence
    • M&A Readiness
    • Organizational Changes
    • Post-Acquisition Integration Support
    • Strategic Planning

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    Financial Process Improvement


    Building, managing, and constantly monitoring consistent and effective financial processes that result in an accurate, timely system of financial reports and controls is challenging for any company. Rapid growth, mergers, downsizing, ever-changing regulatory requirements, or other unplanned outside forces can severely impact the stress on any organization’s ability in meeting this goal.

    Improving the financial processes within the office of the CFO may encompass multiple steps, requiring many separate projects and departments to reach the desired benchmark. The downside of not getting this done can cripple a growth plan and prohibit a company from reaching its goals.

    Advanced Resources provides experienced, senior-level professionals who will take immediate steps to get to the root cause of control and process issues, develop solutions, make recommendations, and put your financial reporting and control functions back in order. Our focus is not simply to fix the problem, but rather to implement improvements that align with your business goals and help you achieve results.

    • Benchmarking
    • Budgeting, Planning, & Forecasting
    • Cash Flow Management
    • Close Cycle Analysis & Improvement
    • Controller Processes
    • Data Analysis & Reconciliation
    • GL Integration, Intercompany Reconciliation
    • Internal & External Reporting
    • Key Metrics Dashboard Design & Implementation
    • Revenue Recognition/Lease Accounting
    • Transaction Processing
    • Variance Analysis

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    Risk Mitigation


    Increasing demands from regulatory agencies, along with increasing negative public perceptions of the finance industry, have put financial organizations under intense scrutiny. This causes increased costs, stress, and burdens on the company. The internal audit function, in particular, is under intense scrutiny from outside regulatory agencies, forcing more companies and their outside auditors to re-evaluate and re-design their internal audit priorities. Risk-based objectives are affected as smaller staffs struggle to keep up with the increased workload. In many cases, material weaknesses in processes and controls can appear, resulting in non-compliance issues.

    Risk management is not an option for a company. It is essential to have an overall, integrated, and comprehensive Governance, Risk, and Compliance (GRC). Here, we can help streamline your compliance and risk management processes. Each company should also deploy an Enterprise Risk Management (ERM) plan, covering a more holistic area of risk.

    Advanced Resources provides professionals who will help identify key areas for opportunity in implementing GRC and ERM strategies, as well as a number of other areas, to mitigate or avoid losses and positively affect your business.

    • Anti-Money Laundering (AML)
    • Audit Preparation
    • Covenant Compliance
    • Credit Availability, Use, & Management
    • Data Analysis & Reconciliation
    • Governance, Risk/Compliance & ERM
    • Internal Audit Controls/Processes
    • Policies & Procedures
    • Regulatory Compliance
    • SOX

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    Planning Profit Improvement/Cost Reduction


    Needless to say, the highest priorities are typically given to initiatives targeting profit improvement and relevant cost reduction goals. However, rarely do companies possess all the necessary capabilities or capacity to focus their very best resources on such initiatives. Critical areas such as asset/working capital and cash cycle management, product and service line profitability analysis, and EBITDA improvement must be worked on constantly by experienced specialists who know how to tweak the correct levers at just the right times for the best results.

    When CFOs are looking to develop and achieve improvement goals, external as well as internal factors must be taken into account to create the plan of action. As a comprehensive financial consulting firm, Advanced Resources provides an experienced team of senior-level financial professionals to help you align your investments and projects with your business KPIs to achieve integration and real ROI.

    • AP/AR Review & Recovery
    • Asset/Working Capital Management
    • Cash Conversion Cycle Analysis
    • Cost Based Analysis
    • EBITDA/GP Analysis/ Improvement
    • Product/Service Line Profitability Analysis
    • Real Estate/HR, Benefits Analysis
    • Tax Credit & Incentive Maximization

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    System/Support Optimization


    The technology and systems that are used to support ongoing operations, as well as any planned growth, are critical to any company’s success. Systems controls, automation, data analytics, and timeliness of data communication must all be considered competitive advantages in the minds of executives seeking an edge in their markets. Systems and technology should be considered early and often when planning financial growth, conversions, and reorganizations.

    Advanced Resources understands the importance of not only the infrastructural aspects of underlying technology needs, but how all the pieces of technology and applications must integrate and work together to support your company’s financial and operational goals. It’s important to look for opportunities to centralize common support functions where possible to streamline and simplify operations.

    • BPO
    • IT Controls
    • Outsourcing Opportunities
    • Post-Implementation Validation & Training
    • Process Automation
    • Report Writing & Design
    • System Conversion & Optimization
    • System Implementation
    • System Selections
    • Shared Service Opportunities

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    Contact us today to get started, or view our other consulting services.