Case Study: CFGI achieves faster, more accurate financial closes with FloQast

Closing Faster and More Accurately with CFGI

CFGI is a financial consulting firm that embeds with clients to improve accounting and finance operations; Senior Manager Rosaleen Pizarro works with fast‑growing companies that often lack standardized close processes, rely on fragmented Excel checklists, and juggle multiple systems—leading to slow, error-prone month‑end closes. The core challenge is delivering a faster, more accurate close without long, complex implementations.

CFGI recommends FloQast, an Excel‑integrated close management tool that is quick to implement and easy to use, providing structure, visibility, and repeatable workflows. By replacing ad hoc checklists with a connected system teams can adopt immediately and refine month to month, clients close faster and more accurately while avoiding the multi‑month integrations required by other solutions.

CFGI

Rosaleen Pizarro

Senior Manager