AM's Financial Management Practice

Integrating Delivery, Growth, R&D, and Industry Thought Leadership into one cohesive consulting group.

Delivering FM Transformational Outcomes To Our Valued Clients

CFO Transformation

Building a Sustainable Operating Model
Empowering Multi-faceted Transformation (Tech, Culture, Talent, Process, etc)
Driving Functional Process Improvements

Financial Planning and Analysis

Defining Program Requirements
Enabling Full-Spectrum Cost Estimation
Leading Well-Informed Future-Year Budgetary Planning

Budget, Cost, and Performance Management

Managing Planning to Execution
Implementing Earned Value Management Principles
Delivering Data-Driven Decisions

Audit & Compliance

Enterprise Risk Management & Audit Readiness
Analyzing & Implementing Controls Against NIST, FISCAM, and/or Other Compliance Requirements
Developing & Implementing Corrective Action Plans

Andrew Morgan transforms CFO organizations with a comprehensive suite of FM solutions. Aligned with key challenges in the fast-paced marketplace, our solutions optimize value, offer proven implementations, and foster iterative improvement.

View our FM One Page Overview

CFO Transformation: Change The Way Finance Works

Our solutions effectively inform key stakeholders to enable better decisions and optimize performance.

Transformational Methodology: Adding Value Through Streamlined Processes

At AM, our transformational methodology revolutionizes CFO organizations by overhauling people, processes, data, and technology. This holistic transformation is geared towards boosting the efficiency, agility, and strategic value of the finance function. Success is measured through tangible outcomes such as cost avoidance, reduced man-hours per month, and value optimization. Our solutions empower key stakeholders with informed insights, facilitate better decision-making, and optimize overall performance.

FM Practice Clients:

Transformational Success Story (DOD/DHA PEO DHMS)

PEO DHMS (Program Executive Office Defense Healthcare Management Systems) entrusted its financial management transformation to AM, including day-to-day FM capabilities, expertise, training, assessments, plans, processes, and executive coaching in a multi-year engagement. Our mandate is to transform DHMS CFO’s office into a world-class financial office, integrating best practices from Government and leading Commercial IT companies. PEO DHMS aims to be a premier execution partner for strategic healthcare portfolio acquisition, management, and transformation, serving as a trusted advisor to mission leaders in telling an integrated, data-driven story aligned with mission outcomes.

Financial Management Roadmap & Assessment

Talent Transformation & Enhanced Operations
Cost Estimation
Strategic Process Transformation

PEO Benefits

Enhanced Performance and Efficiency
Optimized Financial Management
Informed Decision-Making
Improved Healthcare Financial Management
Government-Wise Best Practice Integration
Incorporation Of Innovative Ideas
Stakeholder Engagement and Feedback
Transparency and Compliance
Adaptability and Agility
Long-Term Value Generation

OneStream was leveraged to enhance the analytics and visualization of data to support better decision making across all financial processes.

AM Insights

Scenario Planning & Financial Modeling for Resilience in the Federal Government

Federal agencies face growing uncertainty from budget volatility, shifting priorities, and evolving mission demands. This article explores how scenario planning and financial modeling can help agencies build resilience, improve cost visibility, and transform reactive budgeting into proactive, data-driven decision-making.

Engineering the Future of Cost Estimation

Public sector cost estimation is falling behind. Explore how data, AI, and modern tools can transform accuracy, speed, and decision-making.

Repeat Audit Findings Are a Signal: Why Organizations Must Dig Deeper

Repeat audit findings signal deeper systemic issues. Learn why agencies must go beyond quick fixes and use data-driven root cause analysis to resolve problems for good.