Feb 25, 2019 | Case Studies
Our client, a $500M SaaS business, approached Deane Corporate Finance with issues concerning their commercial, operational, and financial practices around customer credit, account management, and credit losses. Their primary challenge was the volume and magnitude of credit losses recorded in their financial statements, which was exacerbated by an inability to perform meaningful financial and non-financial analysis to diagnose and address the issues.
Jordan Gellatly is Founder and Managing Partner of Deane Corporate Finance. Prior to launching DCF, Jordan spent 15 years working in various disciplines of finance and accounting, most recently as head of financial planning and analysis for a division of a Fortune 500 company. Earlier in his career, Jordan advised start-ups on matters of IPO-readiness, including process improvement and technical finance matters. Jordan started his finance career as an auditor with a Big 4 public accounting firm.
Jordan holds an MBA from Northeastern University in Boston, an MS in Accounting from Northeastern University, and a BS in Finance and Operations Management from Boston College. His is also a Certified Public Accountant in the State of New York.
When not assisting clients, Jordan can be found staying active and chasing after his two young children.
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Deane Corporate Finance is a specialized advisory firm focused on helping companies drive performance and enterprise value with effective financial planning and analysis.
Doing business has never been more complex than in today’s business environments. Uncertain worldwide growth, technological disruption, political unrest, and an increasingly complex regulatory environment challenges even the best decision-makers. Business success means navigating these challenges while executing strategy that drives enterprise value. Decision-makers require precise, timely information about their business to accomplish this.
At Deane, our mission is simple: help corporate finance teams deliver more strategic, value-added financial planning and analysis. Whether engaged for process improvement, to assist with strategic financial planning, or to develop dashboards and business intelligence, our goal is to help you provide and analysis and insights that your decision-makers need.
As an extension of your corporate finance team, Deane works alongside your management team and staff to execute on critical, but often unattainable, corporate finance projects.