About Us
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Meritus was founded in 2007 with a mission to build defensible financial models that articulate a company’s vision for growth. We believe real vision comes from the heart, not the mind: Bold, Compelling, and Unique to you. Your vision is our forecast foundation and our goal is to develop a financial plan that assesses your risks, embodies your culture and reflects your vision.
Meritus is an on-demand Financial Planning and Analysis (FP&A) consulting firm that brings actionable knowledge to business leaders so they can make informed decisions. We do this by understanding your business landscape, identifying your data requirements and helping you set business expectations. With clients ranging from start-ups to publicly traded companies, we value long-term partnerships with CEOs and CFOs where we can continuously support their vision and ensure they stay agile to respond to the many challenges faced by growth companies.
Our wide-ranging services, flexibility and scalability guarantee our commitment to your evolving business requirements while our team of highly trained consultants brings experience, expertise and maturity to all levels of engagements. We leverage our comprehensive financial models, project management tools and internal control processes to ensure our services are efficient and quality-driven. Our measure of success is our ability to deliver valuable Insights and Actionable Knowledge. Click here to download a full list of services we provide. |
“Meritus not only helped improve my business through profitability analysis, forecasting accuracy and financial modeling, they also helped educate my finance staff on budgeting, forecasting, and modeling best-practices.” - Sean Wu, Controller, Fabrik, Inc.
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Why FP&A?
| Business leaders appreciate access to sound financial advice prior to making key decisions but such strategic advice is often out of reach. The consequences are lost productivity, improperly planned resource management and, vitally important, lost opportunities and profit. Successful growth companies recognize the need for Finance to move beyond financial and statutory reporting and drive business planning and analysis. Finance must shed the traditional "bean-counter" image and become business leaders and agents of change, change that recognizes the critical role of Financial Planning and Analysis (FP&A). FP&A is the practice of linking people, processes and technology together to deliver critical business insights and enable decision-making. FP&A best practices demand that Planning delivers timely, transparent, flexible, reliable and actionable plans while Analysis provides a disciplined approach to collecting, calibrating, calculating and communicating expected versus actual performance with actionable insights. It is a fine balance between business drivers, sensitivities, multivariate analysis and scenarios, trade-offs and contingency planning. |
