Client Profile
Client Type: Global Financial Data & Analytics Provider
Geographic Presence: North America, Europe, Asia-Pacific, Middle East
Client Disclosure: Client name withheld due to confidentiality
The client is a leading provider of financial data, analytics, and research solutions used by institutional investors, asset managers, banks, and financial professionals globally.
Engagement Overview
In 2025, the client engaged FinacPlus as a trusted vendor partner to support the production and quality management of its Adjusted Data (Financials) dataset for global public banks.
While FinacPlus was positioned as a data vendor, the engagement extended beyond data delivery—encompassing deep accounting expertise, methodological rigor, analytics-driven insights, and a fully managed operating model.
Business Challenge
The client’s Adjusted Data (Financials) offering delivers normalized, comparable, and decision-useful financial statements by adjusting reported financials to remove:
- Non-recurring items
- Non-operational items
- Non-comparable accounting treatments
This dataset is critical for:
- Investor analysis
- Regulatory reporting
- Downstream financial analytics
Key Challenges
- Scaling production across thousands of global public banks
- Maintaining strict consistency across:
- Income statements
- Balance sheets
- Cash flow statements
- Ensuring full alignment with:
- Documented adjustment rules
- Audit and quality standards
- Preventing errors that could materially impact client analytics and customer trust
The client required a scalable, accounting-intensive delivery model without compromising accuracy or governance.
FinacPlus Solution
Deep Methodology & Governance Alignment
FinacPlus partnered closely with the client’s:
- Financial Content teams
- Methodology owners
- Quality and governance teams
This ensured complete alignment on:
- Adjustment definitions and logic
- Data governance standards
- Escalation and validation protocols
Dedicated Adjusted Financials Team
FinacPlus deployed a specialized team of finance-qualified analysts to manage end-to-end dataset production, including:
1. Data Production
- Reviewing reported financial statements
- Identifying non-recurring and non-operating items
- Applying standardized adjustments across:
- Income statements
- Balance sheets
- Cash flow statements
2. Quality Assurance
- Multi-layer validation and reconciliation
- Consistency checks across periods and entities
- Compliance with documented methodologies and audit standards
3. Fully Managed Delivery Model
- Recruitment, onboarding, and training of analysts
- Ongoing productivity and performance management
- Capacity planning aligned to production cycles
All team members were engaged as specialized freelancers, enabling flexibility, scalability, and rapid deployment of domain expertise.
Team Scale & Timeline
| Phase | Team Size | Timeline |
|---|---|---|
| Initial Deployment | 10 Analysts | Project start |
| Scale-Up Phase | 22 Analysts | Within 3 months |
| Steady-State Operations | 22 Analysts | Ongoing |
The team was scaled incrementally, ensuring quality stability while expanding coverage and throughput.
Time to Impact
The client began seeing measurable improvements within the early scaling phase, including:
- Faster time-to-market for adjusted datasets
- Improved data accuracy and consistency
- Reduced production bottlenecks
These improvements directly supported:
- Better product development
- Increased bank coverage
- Stronger confidence in adjusted financial analytics
Business Impact
With FinacPlus’s support, the client achieved:
- Accurate and scalable Adjusted Data (Financials) production
- Improved financial comparability across:
- Banks
- Regions
- Reporting periods
- Timely dataset updates aligned with market and regulatory needs
- Reduced operational risk through robust quality controls
By managing production, quality, and the entire analyst team, FinacPlus enabled the client to focus on product innovation and analytics enhancement, rather than operational execution.
Why This Engagement Matters
This case study highlights FinacPlus’s ability to operate as:
- A trusted data vendor
- A domain-specialist delivery partner
- A fully managed extension of global financial data teams
FinacPlus delivers outcome-driven solutions that combine:
- Accounting and financial expertise
- Scalable offshore operations
- Enterprise-grade quality and governance
Keywords
Adjusted Data (Financials), Adjusted Financial Statements, Normalized Financials, Financial Statement Adjustments, Non-Recurring Items, Non-Operating Items, Income Statement Adjustments, Global Public Banks, Data Production, Quality Assurance, Team Recruitment, Team Management, Financial Data Vendor, Accounting Analysis, Data Quality, Financial Analytics, Institutional Data, Managed Services
