Turning Finance Transformation into Lasting Impact

At BrightNorth Advisors, we partner with CFOs and finance teams to design, build, and optimize EPM solutions that unlock insight, streamline reporting, and accelerate decision-making.

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Financial Clarity

Our Services

Services That Enable CFOs

At BrightNorth Advisors, we help finance leaders turn complexity into clarity. By combining deep technical expertise with real-world advisory experience, we enable CFOs and executives to align strategy, operations, and technology—unlocking growth and efficiency across the enterprise.

Unlike large, generalized consultancies, we deliver senior-level expertise from day one and work side-by-side with your team to implement solutions that last.

Our Services Include:

  • Enterprise Performance Management (EPM) Transformation
  • Profitability & Cost Transparency
  • Financial Consolidation & Close
  • Account Reconciliation
  • Enterprise Data Management
  • EPM Cloud Solutions

Enterprise Performance Management (EPM) Transformation

Plan with confidence. Execute with precision.
We help organizations modernize their planning and forecasting capabilities to make faster, smarter business decisions. Our team leverages best-in-class EPM tools—using driver-based planning, automation, and advanced analytics to create accurate, repeatable forecasts.

How we help

  • Streamlined annual and rolling forecasts
  • Driver-based models to align finance and operations
  • Self-service dashboards for executives and business leaders
  • Automated workflows that shorten cycles and reduce manual effort

Profitability & Cost Transparency

Know where your business really makes money.
We design profitability and cost allocation models that help CFOs understand true performance across products, customers, and business lines. By clarifying cost drivers and reallocating resources, you can double down on what drives growth.

Our Solutions Include

  • Profitability analysis across divisions and products
  • Shared services cost allocation
  • Margin visibility to support executive decision-making
  • Scalable models that evolve with your busines

Financial Consolidation & Close

Close faster. Report with confidence.
We implement EPM solutions that automate consolidation and streamline reporting. From cash flow automation to complex intercompany eliminations, we reduce close times and improve reporting accuracy—so executives can trust the numbers and focus on strategy.

Capabilities include:

  • Consolidation and intercompany eliminations
  • Cash flow and management reporting automation
  • Task scheduling and close orchestration
  • Audit-ready reporting for internal and external stakeholders

Account Reconciliation

Eliminate bottlenecks. Improve accuracy.
Our account reconciliation solutions automate routine tasks, reduce errors, and enforce controls across the reconciliation process. This enables finance teams to accelerate the close while meeting compliance and risk management requirements.

Benefits:

  • Automated transaction matching and reconciliation
  • End-to-end visibility and control of the process
  • Reduced audit risk and improved compliance
  • Faster cycle times for monthly and quarterly close

Enterprise Data Management

One source of truth for the enterprise.
Mergers, reorganizations, or cloud migrations often expose weaknesses in data governance. We help executives ensure that metadata and master data are consistent, accurate, and properly controlled—powering reporting, planning, and analytics across the enterprise.

Focus areas:

  • Data governance strategy and design
  • Master data and metadata management
  • Integration across finance, planning, and analytics platforms
  • Cloud migration and system consolidation support

EPM Cloud Solutions

Harness the full power of the cloud.
Our team of experts brings hands-on experience in delivering EPM solutions tailored to your business. We ensure your systems not only work—but work for you.

We deliver:

  • Cloud-based financial planning and analysis
  • Unified performance management across functions
  • Connected insights across finance, HR, operations, and supply chain
  • Scalable platforms to support growth and transformation

About Us

BrightNorth Advisors is an independent management consulting firm specializing in EPM implementations. We provide end-to-end enterprise performance management (EPM) services for mid to large-sized organizations seeking to modernize financial planning, consolidation, and reporting.

Our Vision

To be the trusted guide that empowers organizations to unlock clarity, confidence, and control in financial performance, helping them navigate complexity and achieve sustainable growth.

Our Mission

At BrightNorth Advisors, we partner with organizations to design and implement world-class EPM solutions. Our mission is to transform financial processes into engines of insight and agility, enabling leaders to make smarter decisions, faster.

Career Opportunities

BrightNorth Advisors is rapidly growing and looking for talented, inquisitive, entrepreneurial individuals who are eager for fast-paced career growth opportunities and new challenges.

Senior Consultant – Enterprise Performance Management (EPM)

Anywhere in the U.S. — Fully Remote

We are seeking candidates with 1–5 years of experience in accounting/finance, preferably with a focus in Enterprise Performance Management (EPM) systems and processes, to join our fast-growing advisory business. Experience with leading EPM platforms (e.g., Oracle EPM, OneStream, Anaplan) is helpful but not required.

Candidates should be self-starters with strong analytical, problem-solving, and communication skills who thrive in dynamic, client-facing environments. A background in corporate finance, FP&A, financial close & consolidation, or related areas is highly valued.

This is an opportunity to make an immediate impact in a growing company with limitless career potential, working alongside a collaborative and innovative team of practitioners.

Lead Architect – Enterprise Performance Management (EPM)

Anywhere in the U.S. — Fully Remote

Seeking self-motivated EPM professionals to join our fast-growing advisory business. Candidates should have 5+ years of consulting experience in Enterprise Performance Management (EPM) with a focus on solution architecture, system design, and implementation of leading EPM platforms (e.g., Oracle EPM, OneStream, Anaplan). A strong background in corporate finance, FP&A, financial close & consolidation, and/or planning & forecasting is highly valued.

Expertise in complex EPM solution design and cross-functional integration is a plus. Candidates should thrive in innovative and collaborative environments, bringing both technical and functional leadership to engagements.

Managers/Senior Managers will lead the development and implementation of comprehensive EPM strategies for clients, partnering with finance and technology stakeholders to drive transformation, improve performance, and deliver measurable business outcomes.

Business Development Professional – Enterprise Performance Management (EPM)

Anywhere in the U.S. — Fully Remote

We are seeking a driven business development professional to join our fast-growing advisory business. Candidates should have 5+ years of experience in business development, sales, or account management, ideally within the Enterprise Performance Management (EPM) or broader finance/technology consulting space.

Experience building and managing executive relationships, identifying new opportunities, and developing go-to-market strategies in collaboration with delivery teams is highly valued. Candidates should be self-starters with excellent communication, networking, and relationship-building skills, with a passion for driving growth in innovative and dynamic environments.

This role offers the opportunity to shape client engagements, influence firm strategy, and directly impact revenue growth while working closely with a talented team of EPM practitioners.

Why BrightNorth?

Technical depth + executive perspective
We bridge the gap between finance strategy and technical implementation.

Agility over bureaucracy
No bloated teams—our senior experts deliver faster, leaner, and with higher quality.

Tailored solutions
We don’t just deploy technology—we design processes that fit your business model.

Trusted advisors
With backgrounds as finance leaders and transformation specialists, we know what it takes to move from concept to measurable impact.

Let’s Talk

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Thank you for the potential opportunity to serve you. We appreciate your consideration and hope to build a meaningful long-term relationship with you.

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Luke Sinnen

CEO, BrightNorth Advisors, LLC

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