Helping get Better Results from your current business
Developing Better Organizations that enable growth
Helping get Better Results from your current business
Finding Better Direction to grow and protect your business
Developing Better Organizations that enable growth
We leverage a different talent pool: seasoned business veterans with practical experience.
We emphasize their “done it before” experience to get results; we’re not just theorists selling cookbook solutions.
Breadth of experience allows us to move faster and more efficiently.
We focus on outcomes, specific improvements tailored to your business, market and organization.
Our value proposition is built on the experience of our advisors. We furnish the experience.
You get better results.
“Don’t be afraid to give up the good to go for the great.”
John D. Rockefeller
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Sam Richardson2022-01-25 16:27:192022-01-28 16:16:58How to Design the Optimal FP&A Organization
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Sam Richardson2022-01-25 16:02:252022-01-28 16:34:35The Global Business Services Organization Design in More Detail
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Sam Richardson2022-01-25 15:23:422022-01-28 15:27:42The Importance of FP&A Work Process & Design
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Ritika Shah2021-06-29 14:05:032021-07-06 16:42:44The Struggles of Sustainability
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Sam Richardson2022-11-03 19:29:292022-11-09 12:20:26Honored to Speak, Learn, and Grow at Inc. 5000
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Ritika Shah2021-08-17 20:16:562021-08-19 18:59:38Third time’s the charm: SynFiny Advisors secures spot on Inc. 5000 list for 3 years straight
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Ritika Shah2021-03-30 18:13:122021-06-25 17:32:11Introducing SynFiny Advisors’ Newest Strategic Planning and Finance Executive in Latin America.
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Ritika Shah2021-03-09 18:20:102021-06-29 13:24:57SynFiny’s Executive Advisor, Larry Williams, presents at the SWOAFP conference
It is with deep sadness that we share the passing of our dear colleague and friend, Wendy Sneed.
Wendy was so many things to so many people—a friend, a devoted mother, and a supportive colleague. Her expertise in the field was matched by her warmth and ability to make you feel at ease—especially after a long day when all you needed was good conversation and a reason to laugh.
Wendy's impact on SynFiny Advisors—and the people within it—was profound:
After a successful run at P&G, Wendy joined SynFiny in June 2015 as one of our very first five advisors.
She played a pivotal role in many of our most important projects.
Wendy remained an active and valued member of our team until her passing last week.
Wendy helped shape the foundation of SynFiny, not just through her professional contributions, but through her spirit—uplifting, genuine, and full of life.
The SynFiny family mourns her loss deeply, but we also celebrate the gift of having known her. Our hearts are with her children, Andrea, and Garrett, and all who loved her.
She will be greatly missed and never forgotten.
#InMemory #SynFinyAdvisors #LegacyOfWendySneed #TeamTribute ... See MoreSee Less
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AI is transforming the future of business, and today’s students will be at the forefront of this revolution.
Our CEO, Jeff, had the opportunity to speak with Marquette University students about the role of AI in business and finance. The discussion focused on how businesses can harness AI potential for better data, deeper insights, and translating into smarter and more timely decision making.
A big thank you to Eric Hou, and the students for the engaging discussion and insightful questions! It’s always great to give back and help shape the future of our industry.
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Eid Mubarak!
SynFiny wishes you and your loved ones joy, peace, and prosperity on this special occasion. May your days be filled with warmth, kindness, and countless blessings. 🌙💫
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Last weekend, we brought together friends, clients, and colleagues for an exciting March Madness watch party—because at SynFiny, we know that business is built on relationships, and relationships thrive when we have fun together!
A huge thank you to our partners and advisors Christian Lee, Carlos Suarez, and Doug Schupp, as well as our friends and clients Robert Bosley, Darren Poole, Craig Richardson, and Brad Wilhelm for joining us for the action-packed games, great conversations, and unforgettable moments.
Events like these remind us that success isn’t just about strategy—it’s about connection.
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At SynFiny Advisors, our greatest strength is our people—the incredible talent we bring together and the relationships we build along the way.
Last week, Jill Leccia, Jeff Wuest, Frank Paul, and Anette Paul were in South Florida, not just for business development but for something even more valuable connecting with people. Whether it was strengthening partnerships, sharing insights, or forging new opportunities, our work is always driven by collaboration and trust.
Great businesses are built on great relationships, and at SynFiny, we believe that fostering meaningful connections is what fuels growth. Here’s to the power of people and the impact we create together!
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Our latest SynFiny Quarterly Meeting was one of our most engaging and insightful gatherings yet! Bringing together our global advisors and partners, we reflected on our recent successes, explored the evolving role of AI in business through expert-led panel discussions, and celebrated the impact of our collective work over the past quarter.
Beyond the strategic discussions, what truly set this meeting apart was the collaborative energy in the room. We closed the session with an interactive activity that reinforced what makes SynFiny unique—our people. The strength of our community lies in the expertise, passion, and shared commitment of our advisors and partners, who continue to drive transformative results for our clients.
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