About Us

Our Mission

SynFiny Advisors exists to bring talented “been there, done that” experience to bear on solving client problems. Our advisors were managers first. During long and diverse corporate careers, they led and fixed. They developed, designed, reengineered and transformed. They waded through both the thick and the thin. They know how to get better results from organizations and work processes. Now they bring that experience and insight to help your business.

OUR PASSION STARTS WITH

OUR VALUES

________________________

People 

It’s about the great people we bring together and have the privilege to work with.

Honesty 

It’s the simplest and most profound commandment; progress only happens when we speak the truth.

Expertise 

We know our stuff and are always working to get better at it.

Quality 

We strive to do the best we can in all things and at all times.

Dependable 

We do what we say.

Helping 

We grow and flourish by helping others grow and flourish.

Fun! 

If we aren’t having fun, we’re doing something wrong.

Our Core Values

People
It’s about the great people we bring together and have the privilege to work with.
Honesty
It’s the simplest and most profound commandment; progress only happens when we speak the truth.
Expertise
We know our stuff and are always working to get better at it.
Quality
We strive to do the best we can in all things and at all times.
Dependable
We do what we say.
Helping
We grow and flourish by helping others grow and flourish.
Fun!
If we aren’t having fun, we’re doing something wrong.

Our Story

Like all great business plans, SynFiny got started on the back of a cocktail napkin. Literally. On a balcony in Panama.

After successful careers transforming financial management processes inside corporate America, our founders sat back and asked what would be their Act II. They felt there could be real value bringing their experience to bear in helping companies, large and small, who aspire to world class performance and organization capability.

It started with the idea of helping companies transform their financial planning and analysis (FP&A) activities. It has since grown to encompass many of the essential functions of leading and managing an enterprise. As we’ve grown, we’ve accumulated a wider and deeper talent pool. This wider talent pool has allowed us to grow our impact across the breadth of our clients’ businesses. Better results. Better direction. Better organization.

2014

SynFiny Advisors
was
born

2015

Developed global model and strategy
——–
Landed first six-figure engagement

7 Advisors
5 Clients

2016

Rolled out marketing message of “Our Experience. Your Success.”
——–
Landed first seven-figure multi-year engagement

15 Advisors
12 Clients

2017

Delivered $2+ million in revenue in year three
——–
Sponsored the P&G Global Conference in Cincinnati

45 Advisors
20 Clients
2-yearCAGR = 132%

2018

Joined BDO Alliance as Business Resource Member
——–
Acquired David Ralph Consulting Company

85 Advisors
30 Clients
3-year CAGR = 102%

2019

Achieved Inc 500/5000 fastest growing companies for 1st Time (#347)
——–
Global expansion in Latin America
——-
BDO Alliance “Clear Choice” Award Winner

180 Advisors
55 Clients
4-year CAGR = 80%

2020

2X Inc 500/5000 fastest growing company (#302)
——–
Global expansion in Asia, and Middle East & Africa
——–
2nd Time BDO “Clear Choice” Award Winner & Inc 5000

225 Advisors
100+ Clients
6-year CAGR = 65%

2021

3X Inc 5000 Honoree
——–
Expanded business in Europe, All five regions grew
——–
Sponsored the P&G Global Virtual Conference & Made Our Largest Corporate Donation to Date

300 Advisors
125+ Clients
7-year CAGR = 64%

2022

4X Inc 5000 Honoree
——–
Delivered >$1M in revenue in 3 of 5 Regions
——–
Added Innovation Practice

350+ Advisors
150+ Clients
8-year CAGR = 64%

Our Name

Great music played by skilled musicians can be sublime. Violins play in perfect time with the brass and timpani. The sound is complex but ordered, themes unfold and carry joy and satisfaction to the listener.

Similar to symphonic music, running the essential functional elements of a business is a complex dance of coordination and synchronization. When it works well, businesses are wildly successful. When it doesn’t, well…

This concept travels to all the operational and functional areas our Advisors support. When your band plays together, the music can be wonderful!