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.
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Lasso Data Partners offers the following services:
Business Intelligence Services:
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Data analysis and visualizations
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Data discovery, cleansing, and modeling
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KPI implementation and interpretation
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Labor modeling
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Pricing analysis
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Sales mix analysis
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Yield analysis
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Cash flow analysis
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Custom tools for forecasting financial results
Accounting Services:
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Analysis and assessment of business models
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Process improvement and identification of barriers to growth
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Management of accounting software or point of sale software implementation or upgrade projects
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Review of financial statements and the monthly close cycle
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Review and preparation of budgets
03 clients
Lasso's most recent and current client engagements include:
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Fractional CFO for a nationally recognized Richmond based nonprofit organization
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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.
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Migrated investor information from Salesforce to an ERP system to manage monthly distributions
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Converted accounting data from an accrual to a cash basis and imported the data into a new accounting system
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Served as interim Controller for a startup ISP company
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Served as interim CFO/Controller for a mental health service company with over 700 employees
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Build and maintain operations and financial models to assist in creating annual budgets for multiple clients
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Reviewed accounting processes and accounts receivable data to improve collections for a medical laboratory services company.
04 contact
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Alex Cordero, Founder and CEO
Tel: 804-363-1475
linkedin.com/in/alexcorderorva