Finance Transformation & Operational Accounting

Stabilize, optimize, and scale the core finance function. We assess and redesign chart of accounts structures, streamline the monthly close, and establish the operational accounting foundation required for PE-grade financial reporting.

AI Accelerator: AI-powered data profiling and GL analysis identify consolidation opportunities and coding anomalies in days — work that traditionally takes 4–6 weeks of manual review.

Chart of accounts rationalization and multi-entity consolidation
Month-end close acceleration and process redesign
Multi-entity and multi-site accounting structures for roll-ups
Revenue recognition (ASC 606) and lease accounting (ASC 842)
Bank reconciliation automation and cash management
AI-assisted GL analysis, anomaly detection, and auto-categorization
Accounting policy documentation and standardization

Audit Readiness & IPO/Exit Preparation

Prepare the finance function to withstand scrutiny from external auditors, buyer diligence teams, and capital markets. We build audit-ready processes from scratch or remediate gaps — ensuring finance is a value driver, not a diligence risk.

AI Accelerator: AI-assisted control gap analysis and automated test-of-design reviews compress audit readiness assessments from months to weeks.

First-year audit readiness programs for PE portfolio companies
IPO, SPAC, and de-SPAC readiness assessments and execution
SOX compliance framework design and implementation
AI-powered control gap identification and remediation prioritization
Data room preparation with AI-assisted document organization
External auditor coordination and financial statement preparation
Sell-side readiness and diligence preparation

FP&A, Budgeting & Performance Management

Stand up or transform the planning function. We design driver-based models, build rolling forecasts, and implement the KPI frameworks that boards and sponsors expect.

AI Accelerator: AI-generated variance explanations and automated driver analysis deliver board-ready insights in hours. Scenario modeling tests hundreds of assumptions automatically.

Annual operating plan and budget development
Driver-based financial modeling and forecasting
Rolling forecast implementation
KPI and performance dashboard design (Power BI, QlikView)
AI-powered variance analysis and automated narrative generation
Board and sponsor reporting package development
Scenario planning with AI-accelerated sensitivity modeling

CFO Technology & ERP Implementation

Evaluate, select, and implement the technology stack powering a modern CFO office. Every implementation includes an AI-readiness layer from go-live.

AI Accelerator: Data migration validated with AI quality checks, workflows tested with intelligent simulation, and the stack architected to support AI from day one.

ERP selection and implementation: NetSuite, QuickBooks, Dynamics GP
Close management: FloQast, BlackLine deployment
AI-readiness integration with every technology deployment
Source-to-pay and procurement technology advisory
BI and analytics: Power BI, QlikView, Hyperion Essbase
System integration for multi-entity roll-ups
Data migration with AI-powered validation and quality assurance

Transaction Support & Post-Acquisition Integration

Support sponsors and portfolio companies through post-close integration, add-on acquisitions, carve-outs, and divestitures with hands-on finance horsepower.

AI Accelerator: AI-accelerated COA mapping and data harmonization across acquired entities. Intelligent data profiling identifies discrepancies within days of close.

Day 1 / first 100-day integration planning and execution
Add-on acquisition integration with AI data harmonization
Carve-out accounting and standalone financial statements
Synergy identification and capture tracking
Purchase accounting and opening balance sheet support
AI-powered entity mapping and legacy system profiling
Integration PMO for finance function workstreams

Interim & Fractional CFO Leadership

Immediate, senior-level finance leadership during transitions — bringing the modern AI-enabled workflows that the outgoing leader likely never deployed.

AI Accelerator: Every interim engagement includes an AI-readiness assessment and quick-win automation within the first 30 days — delivering immediate visible impact.

Interim CFO and VP of Finance engagements
Fractional CFO for growth-stage portfolio companies
Finance team assessment and organizational design
AI-readiness assessment and quick-win deployment
Board and audit committee preparation
Sponsor reporting and LP communication support

07 — Flagship

AI-Enabled Finance Transformation

Unlike competitors who treat AI as a separate offering, Sprint Summit’s AI capabilities power every other service line. We identify high-impact opportunities in week one and deploy alongside ongoing work — no 6-month strategy assessments required.

Our Approach: Deploy Fast. Maximize Benefits. See Impact. Our governance framework ensures every deployment is audit-defensible — so you capture the full upside without sacrificing compliance.

AI readiness assessments (2 weeks, not 2 months)
Intelligent automation: reconciliations, JEs, accruals, IC eliminations
AI-powered analytics, anomaly detection, continuous monitoring
Generative AI: variance narratives, board memos, policy documentation
AI agent development for repetitive finance processes
Finance team AI training and adoption programs
Microsoft Copilot, ChatGPT, and custom tool deployment
AI value framework design and implementation

Our Framework

The AI Value Framework

Five principles that ensure every AI deployment captures maximum benefit — reliably, repeatably, and with full audit confidence.

Data Containment

Financial data never leaves client-approved, controlled environments.

Amplified Accuracy

Every AI output validated against source systems — so insights are acted on with confidence, not second-guessed.

Audit Trails

Every AI-assisted process maintains a complete, reviewable documentation trail.

Expert Amplification

AI accelerates every step; seasoned practitioners direct the output — combining machine speed with human judgment to maximize impact.

Compliance

Every AI workflow reviewed against SOX, GAAP, and applicable requirements before production.

Solutions for Every Stage of the Investment Lifecycle