Financial Business Intelligence and Analytics
Actionable Knowledge
- Strategic Planning using Budgeting, Consolidations, and Forecasting Models
- Performance Insights through Customized Financial Reporting and Analysis
Enterprise Performance Management
Optimizing Operations
- Data Migration and Integration Support
- Streamlining Processes through Comprehensive Accounting Services, FP&A Platform Implementation, and Process Automation
Tech Start Up Advisory
Guidance for Scalable Growth
- Fundraising Preparation, Proposal Guidance, & Pitch Deck Creation
- Stakeholder & Board Presentation
- Financial Modeling & What-If Scenarios
Industry Experts
Tailor-fit Support from Seasoned Professionals
- SAAS
- E-Commerce
- Non-profits
- Manufacturing
- Education
- Mining
“They onboarded us in days! I requested several improvements to the model which they implemented the next day.Fantastic to work with!”
-Sunil S.
“Execution was superb. He demonstrated keen capabilities in all aspects of deployment, excelled in understanding our business, and applied technical expertise to enable efficiencies and adaptability.”
-Rob P.
“High quality of service and suggested alternative solutions that made reporting more efficient. No issues were not addressed or resolved.”
-Jay A.
“Planning tools are as valuable as the way they are implemented. This requires consulting, project management, and a deep understanding of financial data in both modern and legacy systems. Not many possess these skills and even fewer have honed them.”
-Bebe
“Charlie Liu has been instrumental in helping our sales team elevate our demonstrations and improve our financial forecasting capabilities. His dedication, knowledge, and collaborative approach has made a significant impact on our processes, and we are grateful for his ongoing support and partnership.”
-Tina C.
“Charlie Liu He helped us design our data a bit more efficiently and helped build an easy model to support our integrations from NetSuite to Basis. He is very focused, solutions driven, and has excellent costumer service. He listens, which is helpful when working on challenging areas, and is dependable especially with timelines.”
-Marla
Elevating performance
Trusted by Teams
Be it for a team of 10,000 or a very lean financial team of 1, we effectively execute strategic and tactical plans so FinOps ecosystems can run optimally. We become your sounding board, jam with you through reviews, and manage your entire finance stack because honestly, someone really should.
Start Your Journey With Us10+
Years of Experience
100+
Implemented Projects
4.8
CSAT Score
500+
Companies Assisted In Software Selection
Going Beyond Ordinary
Future-ready Tools Now
Our seasoned consultants blend best practices with cutting-edge software, ensuring your business thrives in today’s dynamic landscape. Find the platform that works best for your business and fits your team’s needs.
- Corporate Performance Management (CPM) software
- Cloud FP&A software platforms
- Integrated business solutions
The Monte Carlos Consulting Team
Monte Carlos Consulting is a leading provider of financial modeling and data analytics and ERP and FP&A implementations. We help our clients optimize their business performance, reduce costs, and increase revenue. Whether you need a custom solution, system integration, or strategic advice, we have the expertise and experience to deliver.
Charlie Liu
Managing Partner
Utilizes decades of expertise and honed skills from hundreds of projects to steer startups towards success. Leverages his passion for educating companies on FP&A best practices to facilitate growth and sustainability.
Peter Lay
Managing Partner
With 12 years of CPM experience, FAANG experience, along with implementation expertise in Netsuite, SAP, Prophix and Vena, he brings best practices and rapid time-to-value for clients.
Vladimir Kryazh
Solution Architect
Designs robust financial solutions, dynamic dashboards, and impactful data visualizations that are practical and manageable for the client.
Julia Bronnikova
Consultant
Develops comprehensive budget and financial models and projections that allow clients to manage risk effectively.
Giving you smarter ways to work
Data where you need it
Our data integration specialists excel at establishing seamless connections between systems. This enables you to access timely data using the tools and solutions that best suit your team and business needs.
Contact Us
Our team’s strong focus on client success management is what sets us apart. Tell us about your needs and direction, and we can help you plan your path. We want you to succeed and really, FP&A shouldn’t be that hard.
charlie@montecarlos.consulting
Toronto, Canada | Kharkiv, Ukraine | Boston, United States of America