CFO Solutions

CFO Solutions is a private professional services and consulting firm focused on enterprise performance management (EPM), corporate performance management, and business intelligence solutions rather than drug development or healthcare products. The company helps clients improve budgeting, planning, forecasting, financial close, consolidation, reporting, data integration, and analytics workflows. It works with software platforms such as OneStream, Planful, Workiva, Infor, Oracle, Boomi, Board, and Trintech, and serves multiple industries including healthcare and life sciences/pharmaceuticals. For life sciences customers, its role appears to be financial systems implementation and advisory support, including planning and reporting solutions, not therapeutic R&D. As a result, it is best classified as a finance technology consulting/services company with some healthcare and life sciences clients, not a biotech, pharma, medtech, or healthcare operating company.