Understand what’s really driving performance — and what’s holding you back.

This engagement provides a clear, objective assessment of your financial and operational engine. It’s designed to uncover hidden inefficiencies, reveal key performance drivers, and create a prioritized roadmap for improvement.

What This Solves

• Lack of visibility into profitability and cash flow

• Conflicting or unreliable KPIs

• Reactive decision-making

• Unclear financial priorities during growth

What We Deliver

• End-to-end financial health assessment

• Profitability and unit economics analysis

• Cash flow and working capital review

• KPI effectiveness and alignment review

• Variance and trend diagnostics

• Prioritized action plan with clear recommendations

Outcome
A clear picture of where your business stands today — and what to focus on next to improve performance and stability.

Build financial systems leadership can trust — and scale.

Sitka designs forecasting and reporting frameworks that move companies beyond spreadsheets and reactive reporting. These systems are built around the drivers that matter most to your business.

What This Solves

• Forecasts that don’t reflect reality

• Manual, time-consuming reporting

• Lack of financial discipline

• Poor visibility for leadership and boards

What We Deliver

• Driver-based forecasting models

• Budgeting and planning frameworks

• KPI definitions and reporting cadence

• Automated management reporting

• Budget-to-actual variance analysis

• Scenario planning and sensitivity analysis

Outcome
Consistent, reliable financial insights that support confident decision-making and future planning.

Reduce manual work. Improve data quality. Unlock insights faster.

This pillar focuses on streamlining how data flows across your business and eliminating operational friction caused by manual processes and disconnected systems.

What This Solves

• Disconnected data sources

• Reporting delays and errors

• Over-reliance on Excel

• High operational overhead

What We Deliver

• Data flow and process mapping

• Reporting automation opportunities

• KPI dashboards across finance and operations

• No-code / low-code automation solutions

• System integration recommendations

• Documentation and process playbooks

Outcome
Cleaner data, faster reporting, and systems that free teams to focus on higher-value work.

Support high-stakes decisions with clarity and confidence.

Sitka partners with leadership teams to provide senior-level financial guidance without the overhead of a full-time hire. This engagement is designed for moments when decisions matter most.

What This Solves

• Unclear trade-offs during growth

• Capital allocation uncertainty

• Expansion and pricing decisions

• Board-level decision support needs

What We Deliver

• Capital allocation and investment analysis

• Expansion and growth modeling

• Pricing and margin strategy support

• Board and leadership materials

• Ongoing strategic financial guidance

• Fractional FP&A leadership support

Outcome
Better decisions at critical moments — backed by data, structure, and experience.