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Data & Analytics

We solve data problems.

Data is often one of the most underutilised assets within an organisation. CFGI’s Data & Analytics team helps businesses unlock valuable insights, streamline manual processes, and transform raw data into actionable intelligence, leveraging the technology and platforms teams already use every day.

Explore D&A servicesSee client outcomes
1,400+Professionals
2001Founded
4D&A Pillars
5Phase Data Health Workshop Roadmap
Under 1 hrExpense Variance Reporting Turnaround
Vendor Agnostic. Independent by Design. No Audit Restrictions.
Why teams call us

The same four problems show up again and again.

Finance teams have the data they need to make better decisions. The problem is rarely the data itself. It is process, governance, and the time the team spends preparing data instead of acting on it.

01

Data silos and manual handling

Finance teams dedicate over 50% of their time manually collecting, organising, and analysing data, a process that consumes resources and crowds out strategic focus.

02

Lack of actionable insights

Teams struggle to link business decisions to the underlying data, identify the KPIs that matter, and build measurable tracking methods.

03

Reactive decisions

Reacting to market shifts rather than addressing them proactively with quick, data-informed decisions limits the organisation’s ability to stay ahead of competitors and adapt.

04

No single source of truth

Reporting challenges stem from poor data quality, limited access, and fragmented systems. Without a reliable source of truth, teams struggle to produce timely, accurate insights.

How CFGI helps

Four pillars to turn data obstacles into business clarity.

CFGI’s Data & Analytics offering is built on four foundational pillars. Each addresses a distinct layer of the data problem, from manual workflow drag to enterprise-wide governance, and engagements scale from a complimentary two-hour workshop through full enterprise transformation.

Automation

Right-sized automation of manual and repetitive processes for scalability and accuracy. Eliminates slow Excel files, fragile consolidations, and siloed reporting workflows.

Dashboards

Drive business decisions through visualisations, trend identification, and actionable insights. Replace static reports with dynamic, real-time views that drill into transactional detail.

Data Integration & Warehouse

Consolidate data from multiple sources for seamless integration and accessibility. Build a scalable foundation that supports growth without manual data shuffling.

Master Data & Governance

Establish a single source of truth across systems. Improve data quality, integrity, and auditability so leadership can trust the numbers in front of them.

AI-Ready Data

  • Automated data wrangling and validation
  • Duplicate elimination and inconsistency fixes
  • Standardised formats across systems
  • Intelligent profiling and anomaly detection
  • Foundations that make AI models sharper

Real-Time Decisions

  • Real-time data processing and analytics
  • Cloud-based dashboards on business health
  • Trend response in days, not weeks
  • Operational and customer-experience signals
  • Faster, more informed decision-making

Focused Data Strategy

  • Data governance frameworks aligned to regulatory accounting standards
  • Defined data elements mapped to regulatory requirements
  • Documented data lineage across decisions
  • Risk mitigation and stakeholder trust
  • Compliance that scales with the business

Data as Competitive Advantage

  • Advanced data management platforms
  • Validation protocols and cleansing mechanisms
  • Machine learning and advanced analytics
  • Inconsistency detection and gap-filling
  • Decisions made with confidence
Low-friction offer

D&A Workshop

A complimentary two-hour workshop introducing AI, automation, and data quality strategies for finance workflows. Showcases opportunities to streamline reporting, automate repetitive tasks, and improve data reliability.

Participants leave with actionable recommendations and pain points identified, laying the foundation for deeper workshops.

Low-friction offer

AI & Automation Workshop

A three-day workshop to explore AI and automation in finance workflows. Pinpoints repetitive manual tasks and reporting bottlenecks across the close, forecast, and reporting cycles.

Outcome: a clear path for automation and efficiency gains, with prioritisation tied to the highest-impact opportunities.

Low-friction offer

Automation Training

A three-day workshop tailored to the client’s preferred tool: Alteryx, Power Query, or Power BI. Hands-on enablement of finance staff to build and automate workflows or reports independently.

Reduces reliance on manual processes and accelerates adoption of self-service analytics across the team.

Why CFGI in D&A

Finance-first data experts. Vendor-agnostic by design.

CFGI’s Data & Analytics team sits inside Business Transformation, not standalone tech consulting. The work starts with the financial outcome and works back to the data, the platform, and the workflow that gets there.

Home to CFGI’s Data Analytics Centre of Excellence.

  • Vendor agnosticWe work with the tools clients already use: Alteryx, Power BI, Power Query, Tableau, and the major cloud platforms. No platform sales agenda.
  • Centre of Excellence-ledCFGI’s Data Analytics Centre of Excellence drives innovation and best practices across every D&A engagement firm-wide.
  • Finance fluency, not just data fluencyThe team brings deep expertise in advanced analytics, data visualisation, process automation, and high-volume ETL, paired with a CFO-side view of the work.
  • From two hours to enterpriseEngagements scale from a complimentary two-hour workshop through enterprise data governance build-outs, depending on what the client needs.
  • No audit restrictionsIndependent advisory support without audit-firm independence constraints. We move at the speed of the business.
What slows finance teams down

The friction points we see most often, and how we clear them.

Data silos across departments

Inaccessible or disconnected data makes it hard to get a unified view. We consolidate, cleanse, and structure data so teams can produce better dashboards, reporting, and decision support.

Poor data quality

Inconsistent, incomplete, or outdated data leads to unreliable analysis and decisions. We install validation protocols, cleansing mechanisms, and master data practices that the business can trust.

Lack of real-time insights

Delayed reporting hampers timely decision-making. We rebuild the reporting cadence around the data’s actual refresh rhythm, often using Power BI or Tableau to deliver insights when they matter.

Limited in-house experience

Teams often lack the tools or skills to manage and interpret complex data. We run hands-on enablement on Alteryx, Power Query, or Power BI so the team can sustain the work after we leave.

Data not aligned with business goals

Data is collected but not effectively tied to measurable outcomes. We run the five-phase Data Health Workshop to clarify goals, define KPI requirements, and map data to the decisions it should inform.

Compliance and reconciliation overhead

Preparing data for regulatory requirements involves tedious cleaning, structuring, and reconciling, increasing error risk. We implement governance frameworks and automation that make compliance scalable.

Client impact

Numbers that came out of real client work.

Top 10EBITDA-contributing products identified in a profitability analysis, enabling a strategic shift towards higher-margin production.
100K+Customer audio recordings analysed using custom machine learning to categorise topics and analyse sentiment.
13%Lifetime value boost achieved by the client whose customer engagement strategy was informed by the call analytics work.
Under 1 hrTurnaround time for expense variance reporting after a manual Excel model was rebuilt as an automated Power BI dashboard.
Client work, in full

Where the data started getting in the way, and what we did about it.

Case Study

Profitability & Cashflow Improvement

Enhanced liquidity · Improved margin visibility · Additional funding secured

Scenario

The client lacked visibility into product-level profitability, resulting in the overproduction of low-margin items and suboptimal pricing decisions. Cash flow forecasting was highly manual and inaccurate, while inefficient working capital management constrained liquidity and delayed decision-making.

Action taken

CFGI designed near real-time cash and operational metrics dashboards to improve cash flow management, forecasting, and lender reporting. The team optimised working capital through targeted initiatives, including creditor stretching and unlocking trapped cash. Additionally, profitability analysis was conducted to identify the top 10 EBITDA-contributing products, enabling a strategic shift towards higher-margin production.

Outcomes

  • Improved operational visibility, enabling successful covenant negotiations and securing additional funding.
  • Streamlined the product portfolio with a greater focus on high-margin products.
  • Identified hidden margin leakage, leading to more accurate pricing decisions and improved gross margin performance.
Case Study

From Excel variance model to Power BI dashboard

Sub-hour turnaround on expense reporting

Scenario

Expense variance reporting was running through a fragile, manual Excel model that took most of a workday to refresh. The cadence was slow, the file was error-prone, and operational stakeholders rarely got the report when decisions actually got made.

Action taken

CFGI rebuilt the variance model as an automated Power BI dashboard, with unified data sources and refresh logic that ran on the underlying data’s natural cadence rather than the Excel owner’s availability.

Outcomes

  • Turnaround time cut to under one hour.
  • Real-time visibility into expense variances for the operational team.
  • Dashboard scales without manual intervention as the business grows.
Case Study

Customer call analytics with custom ML

100K+ recordings · 13% lifetime value boost

Scenario

The client wanted to understand what was actually driving customer engagement at scale. Audio recordings of customer calls held the answer, but the team had no way to extract patterns from over 100,000 conversations.

Action taken

CFGI processed the audio recordings using custom machine learning models, categorising topics and analysing sentiment across the dataset. The output fed directly into the client’s customer engagement strategy.

Outcomes

  • 100,000+ recordings processed and categorised.
  • Customer engagement deepened through evidence-based strategy shifts.
  • 13% boost in customer lifetime value tied to the engagement work.
Data & Analytics leadership

Talk to CFGI’s Data & Analytics lead.

Ready to make data work for the business?

Start with the complimentary two-hour D&A workshop, or jump straight into automation, dashboarding, or governance work. Whichever stage of the journey makes sense for the team.

Start a conversation →