Profitability & Financial Strategy Consulting in Puerto Rico

Profit that holds up under scrutiny. We align pricing, cost, cash, and capital so leaders in Puerto Rico make decisions they can defend in the boardroom and on the floor.

Strategic Guidance That Turns into Action


Fractional strategy leadership embedded with your team. We translate goals into specific moves, assign owners, and keep the operating cadence until the new rhythm sticks.

Bring Discipline to Everyday Decisions


Strategy fails when it lives in slides. We connect commercial choices with finance, so day-to-day actions protect margin and cash.

Group of people with flags and a star, symbolizing leadership or achievement.

Leadership on Demand.

Senior operators work alongside your CFO and business heads.

Gear with checkmark in a circular arrow loop.

Execution Built In.

Short working sessions, clear rules, weekly checkpoints.

Black and white outline of Puerto Rico.

Puerto Rico Awareness.

Plans shaped by local banking, lead times, and regulated markets.

Shield icon with a check mark, representing security and approval.

Trusted by Leadership Teams Across Puerto Rico

Ashford Hospital logo: gray stylized human figure and text "ASHFORD HOSPITAL".
Hypermedica logo with a stylized blue molecular structure and company name.
Logo for HUB Puerto Rico. Blue circle with HUB in gray text. Puerto Rico written next to it.
Ranger American logo: blue and red text with a compass rose in a blue circle.

Planning & Forecasting

Make plans your team actually uses.


Budgets become guides when they’re tied to the levers you control.


Actions

  • Build a driver-based plan connected to demand, capacity, and cost

  • Run variance reviews that end in decisions with assigned owners

  • Stress-test scenarios for pricing, inventory, and hiring

Why it Matters

Leaders see cause and effect, not just variance tables

Course corrections happen faster and stick.

People at a table review financial charts and graphs during a meeting, with coffee and a tablet.
Person using a calculator and pen, working on paperwork next to a laptop by a window.

Pricing & Revenue

Capture the value you create.


Price architecture and discipline that raise realization without killing deals.


Actions

  • Set tiers, bundles, and discount guardrails by segment and channel

  • Improve deal reviews and exception handling

  • Align packaging and service levels with value delivered

Why it Matters

  • Cleaner mix and fewer margin leaks

  • Sales conversations stay on track without last-minute discounts

Fractional strategy leadership embedded with your team. We translate goals into specific moves, assign owners, and keep the operating cadence until the new rhythm sticks.

Marie and man Josean back-to-back, smiling. The woman wears a white blazer, the man, a blue jacket. Gray background.

Cost & Operational Efficiency

Cut the waste, keep the engine.


Costs come down when teams know what stays, what goes, and why.


Actions

  • Reset spend by function and activity with simple rules

  • Remove choke points that slow delivery or cause rework

  • Tighten vendor terms and make-or-buy decisions

Why it Matters

  • Lower run rate without stalling growth

  • Less friction across handoffs
People at a wooden table in a meeting, two shaking hands, laptops and tablets visible.
People in a conference room, listening to a presentation at a whiteboard. Natural light from a large window.

Working Capital & Cash

Free cash from the operation, not the bank.


Treat DSO, DPO, and inventory as operating levers.


Actions

  • Target cash conversion cycle drivers and set field behaviors

  • Tighten collections and stocking practices

  • Align payment terms with Puerto Rico supply realities

Why it Matters

  • More predictable cash

  • Fewer end-of-month surprises

Fractional strategy leadership embedded with your team. We translate goals into specific moves, assign owners, and keep the operating cadence until the new rhythm sticks.

Marie and Josean, back-to-back, smiling. Woman in white blazer, red lipstick. Man in blue blazer, arms crossed. Gray background.

Corporate Finance & Governance

Fund growth at a sensible cost and report clearly.


Actions

  • Evaluate debt/equity options and set capital allocation rules

  • Standardize board packs and lender narratives

  • Map key risks (rate, currency, compliance) and tighten critical controls

Why it Matters

  • Cleaner decisions and tighter oversight

  • Better conversations with boards and lenders
Modern blue glass skyscrapers against a clear sky.

Trusted by leadership teams across Puerto Rico

We work with mid-sized businesses and ambitious organizations in distribution, healthcare, services, technology, and other regulated or multi-site environments. 

Engagements are bilingual and island-wide.

José A. Arroyo
Marie Frances López
Nayka Rivera
Larissa Rivera

Real-Time Collaboration, Steady Execution

We coordinate leaders, set simple rules, and report progress on a single page. Expect quick starts, respectful candor, and support where execution usually stalls.

Black check mark on a white background.

Ready to start

Black check mark.

Streamlined onboarding

Black check mark.

Ongoing project management

FAQs

  • Is this FP&A consulting?

    Partly. We connect planning with pricing, cost, cash, and capital so plans drive action.


  • Do you replace the CFO or controller?

    No. We partner with them and lead cross-functional moves that require commercial and finance alignment.

  • What changes first?

    Where profit leaks most. Often price discipline, spend resets, or collections behavior.


  • Do you specialize by industry?

    We focus on sectors common in Puerto Rico and the US. We collaborate with companies across various sectors, advising them on key functional areas.

  • What do deliverables look like?

    Decisions, rules, owners, and an operating cadence your team can maintain.

Ready to move forward?

Book a working session. We’ll identify the first actions that create room in your margin and cash.

Contact Us