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Delivering FM Transformational Outcomes To Our Valued Clients

Andrew Morgan transforms CFO organizations with a comprehensive suite of FM solutions. Aligned with key challenges in the fast-paced marketplace, our solutions optimize value, offer proven implementations, and foster iterative improvement.

FM One Page Overview
CFO Transformation

We support CFO transformation by building a sustainable operating model that drives long-term efficiency and resilience. Our approach empowers multi-faceted transformation across technology, culture, talent, and processes, ensuring every layer of the organization evolves in sync.

Financial Planning and Analysis

We strengthen Financial Planning and Analysis by clearly defining program requirements and establishing a solid foundation for decision-making. Our approach enables full-spectrum cost estimation, ensuring accuracy and transparency across all financial dimensions.

Performance Management

We enhance performance management by connecting planning with execution, ensuring that strategic objectives are effectively translated into measurable outcomes. Our approach includes implementing Earned Value Management principles to track progress, control costs, and maintain schedule discipline.

Audit & Compliance

We support Audit & Compliance by strengthening enterprise risk management and ensuring audit readiness across the organization. Our approach includes analyzing and implementing controls aligned with frameworks such as NIST and FISCAM, as well as other relevant compliance requirements.

Transformational Methodology: Adding Value Through Streamlined Processes

At AM, our transformational methodology revolutionizes CFO organizations by overhauling people, processes, data, and technology. This holistic transformation is geared towards boosting the efficiency, agility, and strategic value of the finance function. Success is measured through tangible outcomes such as cost avoidance, reduced man-hours per month, and value optimization. Our solutions empower key stakeholders with informed insights, facilitate better decision-making, and optimize overall performance.

Technology Solutions

We architect technology solutions intelligently to deliver cost and quality improvements in your business. Gain efficiency from technology rather than headaches.

Strategy & Management Consulting

Our approach pushes the limits of the team’s imagination. We utilize data to prove our hypotheses around the path to the future.

Transformational Outcomes

Our expertise is coupling industry subject matter expertise with expert strategy and technology consulting. Together we drive time and cost savings and improvements in quality.

PEO Benefits

  • Enhanced Performance and Efficiency  
  • Optimized Financial Management  
  • Informed Decision-Making  
  • Improved Healthcare Financial Management  
  • Government-Wise Best Practice Integration  
  • Incorporation Of Innovative Ideas  
  • Stakeholder Engagement and Feedback  
  • Transparency and Compliance  
  • Adaptability and Agility  
  • Long-Term Value Generation

OneStream was leveraged to enhance the analytics and visualization of data to support better decision making across all financial processes.

EPM Offerings

CFO Transformation:
Change The Way Finance Works

Our solutions effectively inform key stakeholders to enable better decisions and optimize performance.

Budgeting, Planning, & Forecasting
  • Data Analytics & Visualization
  • Budget to Actual Reporting
  • Forecasting
  • Full & Complete Cost Estimates
Process Optimization
  • Finance Close Acceleration
  • Record to Report
  • Order to Cash
  • Plan to Project Reporting
Target Operating Model
  • Talent Transformation
  • Shared Services
  • Advisory
Finance Technology
  • Architecture Design
  • Intelligent Automation
  • Governance
  • Data Management & Reporting
Performance Management
  • Financial Reporting
  • Cost, Schedule, & Performance
  • Time to Value
38

Team Members in US States

100%

Customer Retention

90

Net Promoter Score

Transformational Success Story (DOD/DHA PEO DHMS)

PEO DHMS (Program Executive Office Defense Healthcare Management Systems) entrusted its financial management transformation to AM, including day-to-day FM capabilities, expertise, training, assessments, plans, processes, and executive coaching in a multi-year engagement. 

Our mandate is to transform DHMS CFO’s office into a world-class financial office, integrating best practices from Government and leading Commercial IT companies. 

PEO DHMS aims to be a premier execution partner for strategic healthcare portfolio acquisition, management, and transformation, serving as a trusted advisor to mission leaders in telling an integrated, data-driven story aligned with mission outcomes.

Financial Management Roadmap & Assessment

AM revamped the acquisition program, introduced an FM Transformational Plan, and crafted a tech roadmap, using PMBOK and Agile best practices. AM assessed the organization’s FM performance, identifying areas for improvement in FP&A, B/E, and A&C. Surveys and interviews gathered anonymous feedback. 


AM aided PEO DHMS in adopting healthcare financial and tech acquisition best practices from government and the commercial sector.

Talent Transformation & Enhanced Operations

AM assembled a top-tier team of financial analysts covering the entire FM spectrum in PEO DHMS: FP&A, B/E, and A&C. This highly credentialed team provided daily support in budgeting, pricing, FM analysis, and contract lifecycle management. Comprehensive FP&A ensured PEO programs were well-planned and resourced, achieving a defensible ROI. Our Cost Estimation team, led by CCEA-certified personnel, considered second and third-order cost effects. The Budget/Execution Team ensured swift spend plan implementation, offering real-time reimbursement support. The Audit and Compliance Team prioritized early compliance with regulations, conducting previews and training. Through persistent communication, we fostered a unified “Team DHMS” approach to FM support, transforming expectations for an integrated Financial Management Team.

Cost Estimation

AM formed an expert financial analyst team covering PEO DHMS’s full FM spectrum: FP&A, B/E, and A&C. They provided daily support in budgeting, pricing, FM analysis, and contract lifecycle management. Comprehensive FP&A ensured well-planned and resourced PEO programs, securing a defensible ROI. The disciplined Cost Estimation team, led by CCEA-certified personnel, considered second and third-order cost effects.

Strategic Process Transformation

In tandem with talent transformation, AM led process and portfolio management transformation. Our SMEs enhanced policies, ensuring data-driven pros/cons were clear to both leadership and personnel. Training and upskilling programs were conducted to adapt to the evolving FM landscape, including establishing an annual CFO cadence and transformation governance processes. AM defined enterprise-wide outcomes, prioritized automation, and outlined key financial reports/analyses.

Our Financial Management Leadership Team

Andrew Porter

FM Practice Director

Ashley Antley

FP&A Lead

Brady Rust

Budget & Execution Lead

Thomas Eng

Audit & Compliance Lead

Dallas Bridges

Tech Integration Lead

Contact our Financial Management Team

Start a conversation about your project requirements. We’re here to listen, collaborate, and tailor solutions to meet your unique needs.

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