Guise Consulting, LLC
Turn your data into
decisions that move
the business.
Senior-level finance intelligence — without the full-time hire. Built on 10+ years at Morningstar, leading global BI across 30+ countries.
Finance intelligence,
built to scale.
Whether you need a one-time audit or an ongoing automation partner, Guise Consulting brings senior FP&A and BI expertise directly to your team.
A structured review of your Tableau or Power BI environment — load times, logic accuracy, user adoption, and governance gaps. Delivered with a prioritized action report.
End-to-end automation of FP&A workflows — expense tracking across regions (EMEA, APAC, US/CAN) to rolling forecast logic that stays current without manual effort.
Design and deploy a scalable reporting stack — Snowflake data models, Tableau/Power BI dashboards, and documentation your team can actually maintain.
Streamline your annual budget cycle — Oracle/Salesforce integration, error handling, and review workflows that reduce cycle time by weeks.
Fractional BI leadership for companies scaling across regions. Built and led finance reporting for 30+ countries — I know what breaks at scale before it does.
Purpose-built AI tools for finance teams — automated variance analysis, natural language data queries, and intelligent expense categorization. Practical automation, no fluff.
Most dashboards have
problems their owners
don't know about.
Slow load times. Logic errors that compound quietly. Reports nobody actually uses. I've seen all of it — and I can find it in yours.
- Full technical review of your Tableau or Power BI environment
- Performance profiling — query load times, extract sizes, rendering bottlenecks
- Logic and calculation accuracy review against source data
- User adoption analysis — what's used, what's ignored, and why
- Governance and access control recommendations
- Written action report with prioritized quick wins and long-term fixes
Simple, clear,
no engagement theater.
No 6-week discovery phases. You get a senior analyst who moves fast and communicates clearly.
30 minutes. You walk me through the problem. I ask the right questions. We align on scope and timeline before any commitment.
Fixed-fee or hourly — your choice. No surprises. A one-page proposal within 48 hours of our call.
I work directly in your environment. Weekly check-ins. You see progress, not just a final deliverable dropped at the end.
Full documentation. A walkthrough your team can follow. 30-day follow-up window included on every project.
Let's talk about
what you're building.
Whether you have a specific project in mind or want a second opinion on your current setup — happy to have the conversation. No sales pitch, just a real discussion.
- Response within 1 business day
- Free 30-minute scoping call for all new projects
- Available for US, EU, and global remote engagements
- Fixed-fee and hourly arrangements available