Finance Transformation
Modernize finance processes and reporting so the function operates as a strategic partner to the business.
DeliverableA modern finance operating model with a faster, repeatable close.
Advisory to the Office of the CFO
We Carve Insight
From Complexity.
We partner with CFOs and leadership teams at small and mid-sized organizations to turn fragmented financial and operational data into automated reporting, trusted ERP visibility, and scalable decision systems—100% principal-led.
Industry Experience
Energy & Petrochemicals
Industrial Manufacturing
Distribution & Industrial Equipment
Multi-Entity & Shared Services
PE-Backed Portfolio Companies
The Challenge
Most companies don’t have a data problem.They have a visibility problem.
Small and mid-sized organizations generate more financial and operational data than ever. Yet leadership teams still wait on reports, debate the numbers, and make critical decisions with partial sight.
Pillar 01
Data & System Sprawl
The architectural barrier.
Spreadsheet sprawl
Critical numbers siloed in fragile workbooks, versioned over email.
Disconnected systems
ERP, operational and planning tools each presenting a different version of the truth.
Locked ERP data
High-value transactional detail trapped inside systems designed to record rather than inform.
Pillar 02
Process & Reporting Drag
The operational tax on finance talent.
Manual reporting
Skilled finance teams spend the close assembling data rather than interpreting it.
Protracted planning
Budgeting cycles stretch for months and are outdated before board review.
Operational lag
Leaders evaluate performance weeks after the decisions that drove it.
Pillar 03
Decision & Forecast Friction
The governance and credibility risk.
Inconsistent KPIs
The same metric is defined multiple ways, turning executive sessions into reconciliation debates.
Forecasts nobody trusts
Projections are debated on mechanics rather than acted upon with confidence.
What We Solve
Clarity, engineered for the executive table.
FP&A Excellence
Build scalable forecasting, budgeting and planning capabilities that leadership relies on.
DeliverableA driver-based forecast and budget leadership actually trusts.
Executive Dashboards
Power BI dashboards designed for decision makers — focused, credible, and built around the questions that matter.
DeliverableA board-ready dashboard suite refreshed automatically.
ERP & Reporting Optimization
Unlock the value inside SAP, Dynamics 365, Business Central and Planful.
DeliverableReports pulled straight from your ERP — no manual extracts.
Data Consolidation
Unify fragmented operational and financial information into a single, governed foundation.
DeliverableOne governed data model across every entity and system.
KPI & Performance Management
Translate data into accountability, ownership and action across the organization.
DeliverableA defined KPI framework with clear owners and targets.
“I saw the angel in the marble and carved until I set him free.”
— Attributed to Michelangelo
Every business already holds the insight it needs. It is simply trapped — inside disconnected systems, manual reporting and spreadsheet complexity. Our work is to carve it free.
Why InsightCarve
The convergence of executive financeand enterprise data architecture.
Most firms offer financial analysts who cannot build scalable systems, or IT developers who do not speak the language of the P&L. InsightCarve brings both to the executive table.
No junior staff·No subcontractors·100% principal-led
20+ years leading finance transformations, rebuilding planning functions, and governing multibillion-dollar operating portfolios across global energy, manufacturing, and industrial organizations.
- FP&A Strategy
- Cash Flow Optimization
- ERP-Enabled Reporting
25+ years designing enterprise data environments, scalable database architectures, cloud infrastructure, and mission-critical systems integration supporting financial and operational decision-making.
- Enterprise Data Modeling
- SQL & BI
- Systems Integration
45+
Combined years of advisory leadership
85%+
Reduction in manual reporting cycles
1
Single source of financial truth
Representative Impact
What changes when the insight is set free.
Illustrative engagement scenarios, anonymized for confidentiality.
14 → 3
Days to close
- Challenge
- Month-end close built on manual ERP extracts and dozens of linked spreadsheets.
- Intervention
- Automated Business Central data pipelines and a standardized close and reporting model.
- Result
- Close compressed from 14 to 3 business days; analysts refocused on variance insight.
22 → 1
Margin models
- Challenge
- Each branch tracked margin in its own spreadsheet, with no consistent definitions.
- Intervention
- A unified data model and driver-based margin dashboard in Power BI.
- Result
- One trusted view of branch profitability, refreshed daily for leadership.
6 wks
To board-ready reporting
- Challenge
- Inconsistent cash-flow forecasts and a board pack rebuilt by hand every month.
- Intervention
- Standardized 13-week cash forecast, EBITDA bridge and automated board deck.
- Result
- Repeatable, board-ready reporting delivered within six weeks.
How We Engage
A structured path from rock to insight.
- Phase 01 · Weeks 1–2
Diagnostic & Blueprint
We assess your ERP, spreadsheets and reporting cycle to map the fastest paths to high-impact automation.
- Phase 02 · Weeks 3–8
Principal-Led Build
Claudio designs the financial logic and FP&A models while Sergio builds the data architecture — without disrupting daily operations.
- Phase 03 · Ongoing
Handover & Enablement
Full documentation, knowledge transfer and team coaching. Your team owns and runs the solution independently.
The insight you need is already there.
Book a confidential discovery call with Claudio and Sergio.
Schedule a Discovery Call