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About Us

Small to medium-sized firms in medical and professional services often face a common challenge: Underdeveloped Reporting & Analytics function resulting in suboptimal decision making process.

In these sectors, Reporting & Analytics frequently takes a backseat to operational and compliance concerns, with owners or partners assuming managerial responsibilities despite lacking financial expertise.

Establishing a robust data reporting function demands a specialised skillset and initial investment, but once implemented, it operates efficiently with minimal resources.

This is where we come in.

Our Philosophy

At Wingspan Finance, our mission is to enhance our clients’ lives by equipping them with the tools and processes to become more effective decision-makers.

Our solution? To deliver our clients a complete, robust and in house Reporting & Analytics capability without the need for additional ongoing resources.

We have 3 underlying principals to our delivery:

Tailored

Every business is different, and every executive has their own approach. We collaborate with you to tailor the framework and reports to fit your business and your preferred methods of operation.

Self Sufficient

We aim to make you and your team self-sufficient long term by involving you in the design process and prioritising skill transfer for independent management of Reporting & Analytics post-departure.

No system changes

We will work to maximize the use of your existing systems – not sell you a new piece of software.

We are financial consultants with specific expertise in Reporting & Analytics.

Our unique background as Chartered Accountants and Management Consultants allows us to deliver complete Reporting & Analytics capability to our customers.

I have spent the past 10 years running & improving professional service firms reporting & analytics functions. During this time, I noticed the same problems occurring over and over again; a lack of defined data in management reports leading to frustration and indecision by management. This led me to develop the “Data, Dashboards & Decision making” framework we use at Wingspan Finance to solve for this recurring problem.

 

Daniel Evans, Founding Partner

Daniel Evans Director - Wingspan Finance

Need assistance with your financial analysis?

"Dan is exactly the sort of person that you would want on your finance team. Building on his exceptional accounting skills – including a rare ability to clarify even the most arcane practices! – he has developed great expertise in managerial finance, and that rare attribute: he is able to understand the business needs and translate them into analysis and reporting, as well as anyone with whom I have ever worked. Furthermore, He has an engaged and engaging style that makes him easy to work alongside. He pushes your thinking and brings new and valuable insights. Anyone who has the opportunity to work with Dan will gain clarity about their numbers, insight into what they mean, and strategic support of a high order."
Duncan Peppercorn
Duncan PeppercornCOO – Partners in Performance
Founder of Social Ventures Australia
McKinsey & Co Consultant
"Dan Evans is a superb financial analyst. He knows how to structure data, how to synthesise information into key metrics and insights, and how that should link to business decision-making. Any medium-sized or growing business that wants to improve their management information and how it is used to make decisions would benefit from Dan and his team reviewing their data, processes, metrics and reporting”
John Crosswell
John CrosswellGeneral Manager strategic developments – Commonwealth Bank of Australia
Executive General Manager, Life Risk – Executive General manager, Life Risk Suncorp Insurance
McKinsey & Co Consultant
"Dan has an ability to link up technology, data and finance to improve processes and provide insight which would be of benefit to all SMEs. Most businesses are struggling with too much data and you need both technology and finance expertise to synthesise information, draw out the important insights and drive action. It is unusual to find one person who can provide the expertise required from start (data collection) to finish (insightful management reports and decision making). I would recommend working with Dan to anyone looking to understand their numbers and drive outcomes more efficiently."
Clare Bradshaw
Clare BradshawChief Financial officer – Fiftyfive5
Finance & Operations Director – EY
OutfitHer - Founder
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