case study
Capitalizing growth through strategic financial reporting for an investment firm
Miguel Van Damme
In the midst of rapid growth, a leading healthcare investment firm turned to BrightWolves to streamline its data management and reporting. With the CFO under pressure to deliver accurate, timely insights to shareholders and banks, we stepped in to build a robust financial reporting system that could keep pace with expansion.
Challenge
The firm’s aggressive acquisition strategy brought together a portfolio of entities—each with its own accounting practices and data inconsistencies. Managing consolidated financials became even more difficult due to unreliable legacy data from a former system. At the same time, the company’s high leverage demanded strict compliance with banking covenants, adding pressure on the finance team to produce transparent and accurate reports at speed.
The team was an asset as of day one—bringing the right expertise, structure, and energy to support us during a critical transformation.
Approach
We addressed the challenge with a two-stage approach to build trust and scalability:
1. Manual proof of concept
Together with the finance team, we manually mapped all accounts to construct accurate financial statements. This step helped validate assumptions, uncover hidden discrepancies, and build confidence in the numbers.
2. Automation and integration
Once validated, we automated the process using a custom Excel model linked to the ERP system. This tool generated income statements, balance sheets, and cash flow statements directly from exported data—streamlining reporting cycles and improving consistency.
Need help with your financial reporting? Let’s explore how BrightWolves can help you streamline reporting, meet compliance requirements, and unlock financial insights. Contact Miguel today for a tailored consultation.
Impact
The enhanced reporting system reduced the CFO’s manual workload and empowered faster, data-driven decisions. It exposed inefficiencies in supplier and inventory management, triggering cost-saving initiatives aligned with budget targets. Ultimately, the solution enabled the client to build an accurate budget and evaluate future investments with greater confidence—turning data challenges into strategic clarity.
Summary
A rapidly growing healthcare investment firm partnered with BrightWolves to tackle reporting inefficiencies and meet strict compliance demands.
We first validated financial data through a manual proof of concept, then built an automated Excel-based reporting tool integrated with the ERP system.
This streamlined the generation of key financial statements and improved data reliability across the portfolio.
The new system reduced the CFO’s workload, uncovered operational inefficiencies, and enabled more confident budgeting and investment decisions.