Case Study: a private equity-backed fiber products company achieves scalable FP&A and faster reporting with Protiviti

a private equity-backed, vertically integrated fiber-based products company accelerates FP&A with Protiviti

A private equity-backed, vertically integrated fiber-based products company faced challenges due to fragmented data across multiple ERP systems. This led to manual financial consolidations, inconsistent reporting, and limited strategic insight, which hampered decision-making and scalability. The company engaged Protiviti to address these issues.

Protiviti implemented a solution using a Microsoft Fabric-based FP&A tool to modernize the client’s data architecture. They established a unified data governance platform, automated consolidations and reporting, and introduced driver-based, multi-year financial modeling. The results provided a single source of truth, enabling faster reporting, greater transparency for management and PE sponsors, and a scalable finance platform to support future growth.