Call: 877.360.1424
About Churchill Financial
A leading provider of financing solutions for growing companies Comprised of three operating companies Provides financing through:
- Senior Secured term loans
- Second lien loans
- Revolving Credit facilities
- Mezzanine debt financing
- Offices in NYC, Boston, Minneapolis, Chicago, Los Angeles
Challenges
- Company was growing rapidly and had to perform complex portfolio analysis by manually reconciling many Excel files.
- Data was hard to get to.Churchill had three separate companies, operating in different cities, with different data systems.
- Company needed to have an analytic capability to measure overall risk within their total portfolio for compliance purposes.
Solution
- Deployed to ~15 users across 5 functions in US:
- Sales Analysis : Integrated data from Salesforce.com and a custom SQL Server database to measure sales metrics and performance.
- Risk Analysis: Measure instant and cumulative effects of potential financing deals on the overall portfolio to stay in compliance with the terms of their commercial loan requirements.
- Portfolio Analysis: Consolidated financial data from Wall Street Office, Custom Portfolio Management system and the accounting software (ACCPAC) into one QlikView application for the Partners to assess financial performance.
- Rapid implementation in just days for each module.
Benefits
- Analysis/Reporting capabilities available across the organization supporting faster and more accurate decisions.
- Complete integration of data from disparate data sources.
- High user-acceptance due to ease of use.
- Gained the freedom to analyze data without the need for IT.
