Financial Strategy & Planning
Built one decision framework to rank competing growth bets across markets and tie every funded initiative to an owner and a milestone.
Results at a glance
11
Proposals ranked on one scale
5
Initiatives funded in year one
100%
Funded initiatives with a named owner
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Engagement details
Client
Meridian Consumer Group
Industry
Consumer Goods
Service
Financial Strategy & Planning
Company size
Multi-market, 3,400 employees
Engagement length
10 weeks
01 The challenge
Meridian had eleven growth proposals competing for the same capital. Each market used different return assumptions, so the leadership team could not compare them or sequence spending with confidence.
02 Our approach
A framework-first engagement: agree how to decide, test the numbers, then fund and track.
01
Standardize the business cases
Aligned return assumptions, hurdle rates and risk adjustments across every market and business line.
02
Rank and challenge
Tested the assumptions behind each proposal with market leads and scored them on one common scale.
03
Fund and track
Converted the shortlist into a funded roadmap with named owners, milestones and a quarterly review cadence.
03 The results
Leadership approved a prioritized portfolio of five initiatives, retired six that did not meet the hurdle rate, and now reviews delivery against milestones every quarter.
LET’S TALK
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hello@northcastfinancial.com
FAQS
Frequently Asked Questions
Everything you need to know about working with Northcast Financial.
What types of organizations do you work with?
We advise ambitious organizations across industries, from founder-led businesses to large enterprises in banking, insurance, asset management, healthcare and industrials. Most clients are finance leaders facing a significant decision about capital, risk or performance.
How does an engagement work?
We begin with a short financial diagnostic to understand your situation and agree the questions that matter most. We then build a clear plan, work alongside your finance team to carry it out, and track results against agreed targets.
What makes Northcast Financial different?
We are partner-led and deliberately small. Senior advisors do the work, we stay practical, and we measure ourselves by the financial outcomes you achieve, not the volume of reports we produce.
Will you work with our internal team?
Yes. We embed with your finance and leadership teams, transfer models and tools as we go, and leave your people able to sustain the improvements after we step back.
How long does it take to see results?
A diagnostic typically takes three to four weeks. Most clients see early gains in cash, cost or reporting quality within the first quarter, with deeper structural improvements building over the following months.
Still have questions?
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Northcast Financial
Clear financial strategy for complex decisions, turning capital into results you can measure.