Selected work & perspectives

Work & Insights

Selected FP&A engagements at Galloway and ACES, covering acquisition reporting, budgeting, and cash forecasting. Alongside the cases, I share perspectives on reporting and applied AI for PE-backed finance teams.

By Seth SokoloffCFO & Finance Transformation

Case studies

Selected consulting engagements

Galloway · Kelso / ARA

Acquisition reporting for a PE-backed services platform

FP&A Consultant

Acquisition tracking, organic and pro forma P&Ls, and management and sponsor reporting.

5 Acquisitions integrated into reporting
Best-in-portfolio Monthly Reporting Package recognized by Kelso

Read case study ACES · General Atlantic

Budgeting and cash forecasting for a national healthcare provider

FP&A Consultant

Budget migration to Adaptive Planning, payer-level cash forecasting, and facility investment models.

80 Locations in the budget
13 weeks Cash forecast horizon

Read case study

Perspectives

Reporting, judgment, and applied AI

Perspective · Acquisition reporting

What acquisition reporting needs to show a PE-backed CFO

Seth Sokoloff's perspective on connecting consolidated performance, organic growth, acquisition contribution, and operating indicators in a PE-backed services platform.

Read perspective Perspective · AI in finance

Using AI in finance with a clear validation process

Seth Sokoloff's recommended validation approach for finance AI workflows: defined tasks, source reconciliation, supported explanations, and accountable review.

Read perspective