Independent FP&A & EPM Advisory

Who We Are

CFO Shortlist is an independent advisory firm built specifically for mid-market finance teams evaluating, selecting and implementing FP&A and EPM platforms.

Unlike traditional consultancies or vendor-partnered advisors, we operate with zero vendor compensation, no pay-to-play sponsorships and complete independence. Our only client is you.

We've helped dozens of finance teams navigate complex tool selections, negotiate better deals and ensure successful implementations – all while keeping vendor relationships honest and outcomes aligned to your actual needs.

Our Mission

To give mid-market finance teams the same level of strategic guidance and vendor leverage that enterprise teams get – without the enterprise price tag or vendor bias.

• ✓100% vendor-agnostic advice
• ✓No pay-to-play sponsorships
• ✓Hands-on, practical guidance
• ✓Mid-market focused expertise

Vendor-Agnostic

We don't accept vendor compensation, referral fees, or sponsorships. Our recommendations are based solely on what's best for your situation.

Mid-Market Focus

We specialize in the $50M–$2B revenue range where most advisors don't. We understand your constraints, timelines and budget realities.

Hands-On Advisory

We don't just deliver slideware. We roll up our sleeves, run demos, review proposals and work alongside your team throughout the process.

FP&A Platforms

Gen-3 FP&A tools, cloud-native solutions and modern planning platforms.

EPM Suites

Oracle EPM, SAP Analytics Cloud, OneStream, and integrated EPM ecosystems.

Selection & Implementation

End-to-end process from requirements gathering through vendor selection, negotiation and implementation oversight.