TrustPoint combines strategy and tech expertise to add value for organization ranging from venture-backed startups to multi billion dollar conglomerates.
TrustPoint was founded by ex-strategy consultants who have a track record of over-delivering and driving value for our clients.
TrustPoint is a team of entrepreneurs hyper-focused on making things better than how we found them.
Data ingestion and manual preparation, ensuring that your raw data is meticulously organized and ready for analysis. This foundational step feeds into our advanced financial modeling capabilities, informing decision-making and supporting confident financial forecasting.
Helping you automate your standard financial statements and cash flow forecasting. We place a strong emphasis on thorough reporting, providing clear and actionable performance data. These services are designed to not only meet immediate needs but also to contribute to your long-term strategic goals.
Conducting standard business reporting as well as ad hoc analysis to generate business insights is fundamental in decision making. These interconnected services form a cohesive framework that we tailor to meet the specific needs of your stakeholders, internal or external.
TrustPoint Advisors is committed to enhancing your organization by implementing our go-to-market playbooks, which are built upon this extensive value chain. Our playbooks span from market sizing, market opportunity and prioritization analysis, understanding attainability, and feasibility of obtaining that market opportunity.
Our goal is to add tangible value to your organization, helping you navigate complexities, make strategic decisions based on accurate data, and seize opportunities for growth. All while communicating with internal and external stakeholders.
Oliver founded TrustPoint Advisors in 2022, leveraging 10 years of experience in strategic advisory, performance improvement, financial modeling, and cash flow optimization. His goal is to help CFOs make better decisions through advanced data and analytics.
Previously, Oliver was a Strategy & Analytics Manager at Harbor Freight Tools, focusing on pricing, customer analytics, and supply chain initiatives. He also worked at KPMG’s Strategy practice, serving private equity and corporate clients across various industries.
Educational and Technical Proficiency: Oliver holds a Bachelor of Science in Accounting from Elon University. He is proficient in Python, SQL, MS Office Suite, Tableau, and Alteryx and is a Certified Public Accountant.
Steve partnered with Oliver in late 2023 to support strategic decision-making and product development. Proficient in guiding C-level executives on go-to-market strategies, product launches, investor relations, and M&A activities.
Previously, as Director of Strategy & Transactions at EY-Parthenon, led initiatives driving significant revenue through Private Equity and Fortune 500 companies, focusing on strategic growth and commercial due diligence. Recognized for effective business strategies, mentoring, and leading cross-functional teams in software product and service innovations.
Educational and Professional Development: Holds an MBA from Johns Hopkins University and a BA in Economics from Elon University.
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