Featured Case Study
Multi-Entity Consolidation & Budgeting Automation
Automate Planning & Budgeting tool for a leading NYC Cloud Kitchen, enabling Scalable Financial Planning, multi-entity consolidation, and Data-driven Expansion across new restaurant locations and logistics production facilities.
Check out my client: Orbital Kitchen
Anh did an exceptional job completing the projection model for our multiple entity corporation. The model was thorough, accurate, and delivered on time. His skills in finance and business analytics were evident throughout the project. Anh demonstrated high quality of work, was readily available for communication, adhered strictly to our schedule, and cooperated seamlessly with our team. I highly recommend Anh for any financial modeling or business analytics projects.
Project Goals & Requirements
Develop a dynamic, automated financial model to evaluate limitless expansion scenarios, comparing restaurant openings vs. a central production facility. Integrating Acumatica, The model processes real-time data, hundreds of assumptions, and optimize decision-making through live budget vs. actual analysis.
Multi-Layers Consolidation
Limitless Scalable Expansion
Real-time Data Process
Institutional-Level Model (for fundraising)
Project Outcome & Statistics
The automated financial model is fully integrated across all layers of ownership, from corporate consolidation down to individual location entities. Leveraging Velixo for seamless Acumatica data integration, the system enables real-time financial insights and automated reporting. Its ability to generate live 10K-format reports supports institutional-level capital raising, ensuring transparency and investor confidence.
Beyond financial planning, the model has evolved into a powerful group-wide tool for KPI tracking, extending its impact beyond the finance department. By automating complex data flows and scenario analyses, the system enhances decision-making across operations, driving efficiency and strategic growth at scale.
$10M
Secured Capital
2X
Locations Growth & Expansion
95%
Operational Optimization
Anh is incredible! He developed a consolidated budget model for our multi-entity corporation, incorporating hundreds of inputs that allow us to budget for current locations and forecast new openings. He is very responsive with a quick turnaround, completing this extensive budgeting model in just about a month. Even after the project was completed, he continues to provide quick support whenever we need adjustments to the model.
Linh Pham – Head of Finance at Orbital Kitchen Holdings Group, Inc.