An organization without an effective profitability plan may focus on the wrong segments and underutilize resources, not to mention miss revenue opportunities. Outdated processes can cause fragmented strategies that fail to align customer value with business goals.

Join us for a webcast, Drive Growth With a Customer Profitability Plan, in which we’ll dive into strategies and tools to help improve the accuracy of your customer profitability planning in a way that aligns with your objectives. Learn how to identify high-value customers, allocate resources efficiently, and strengthen profits.

Kristi Armijo, Senior Manager, Baker Tilly

Kristi manages cloud-based corporate performance management (CPM) and business intelligence (BI) platforms. She has skills in budget and forecasting modeling, quarterly board reports, report building, system integrations, consolidations, allocations, workflow, and dashboard visualization in Workday Adaptive Planning.

Kristi implements CPM solutions that enable businesses to gain enhanced analytics and business insights by streamlining financial planning and analysis processes, automating data collection and consolidation, and providing real-time visibility into key performance metrics.

Prior to joining the firm, Kristi was a business manager, financial analyst, administrator of BI, and member of the leadership team at a media company.

Brian Favorat, Senior Manager, Baker Tilly

Brian has experience selecting, maintaining, and deploying financial system solutions, and provides management consulting services to public, private, and not-for-profit clients. He implements corporate performance management solutions that allow for enhanced analytics and business insights. He also has extensive experience managing complex technology projects from software selection through implementation.

Brian’s implementation expertise includes financial and operational reporting, budget and reforecast modeling, system integrations, consolidations, allocations, workflow, and dashboard visualization.