Case Study: FirstService Residential achieves 90% faster FP&A data consolidation with Vena Solutions

Vena Helps FirstService Residential Consolidate FP&A Data 90% Faster

FirstService Residential, one of the largest residential property management firms in North America, struggled to consolidate FP&A data from 30 regional markets using thousands of manual Excel workbooks. The finance team needed a faster, more reliable way to support budgeting and forecasting, and they chose Vena Solutions because its Excel-based interface fit the way finance users already worked.

Vena Solutions implemented an automated FP&A platform with centralized cloud data, workflow automation, audit trails, and drill-down analysis, integrated with Microsoft Dynamics GP. As a result, FirstService Residential cut consolidation time by 90%, from about a day and a half to one hour, freeing the team to focus on analysis, improve accountability across markets, and provide leadership with more accurate, actionable insights.

FirstService Residential

Robbie Phillips

FP&A Director