Lasso Data Partners

Operational Analytics

Fractional CFO Services 

 

01 about

Lasso Data Partners provides fractional CFO/Controller services, business intelligence, management consulting services, and data management/ETL services. 

 

We perform data analysis and provide actionable insights in order to help our clients make data-driven decisions to achieve their business goals.  

 

02 services

We specialize in using Alteryx, Excel, and Tableau to provide powerful business analysis and accounting services to a variety of clients in different industries.  Lasso's founder and lead consultant is a data driven accounting executive with deep analytical skills, creative problem solving capability, and experience improving operations for multi-unit retail and service businesses.  He is a passionate believer in the power of self-service business analytics to provide custom data analysis and reports to solve a myriad of data issues encountered by most businesses. 

 

Having worked with many different accounting, point-of-sale, payroll, and ERP software packages, Lasso is keenly aware of their limitations.  Leveraging tools and experience, we are able to extract, transform and enhance data in a shorter time frame than a typical IT driven support model.   Lasso has deep experience with public companies, closely-held family run businesses as well as entities owned or funded by private equity firms.  Difficult doesn’t mean impossible when it comes to solving your problems.

Lasso Data Partners offers the following services:

Business Intelligence Services:

  • Data analysis and visualizations

  • Data discovery, cleansing, and modeling

  • KPI implementation and interpretation

  • Labor modeling

  • Pricing analysis

  • Sales mix analysis

  • Yield analysis

  • Cash flow analysis

  • Custom tools for forecasting financial results

Accounting Services:

  • Analysis and assessment of business models

  • Process improvement and identification of barriers to growth

  • Management of accounting software or point of sale software implementation or upgrade projects

  • Review of financial statements and the monthly close cycle

  • Review and preparation of budgets

 

03 clients

       Lasso's most recent and current client engagements include:

  • Fractional CFO for a nationally recognized Richmond based nonprofit organization

  • Designed and implemented a workflow to migrate multiple years of accounting data from 80 separate databases into one accounting database for a company recognized as an Inc. 5000 Fastest Growing Company.

  • Migrated investor information from Salesforce to an ERP system to manage monthly distributions

  • Converted accounting data from an accrual to a cash basis and imported the data into a new accounting system

  • Served as interim Controller for a startup ISP company

  • Served as interim CFO/Controller for a mental health service company with over 700 employees

  • Build and maintain operations and financial models to assist in creating annual budgets for multiple clients

  • Reviewed accounting processes and accounts receivable data to improve collections for a medical laboratory services company.

 

04 contact

Alex Cordero, Founder and CEO

alex@lassodatapartners.com

Tel: 804-363-1475

linkedin.com/in/alexcorderorva