Proforma Global

About Proforma Global

Proforma Global builds AI and agent-driven systems for the Office of the CFO — and the operating teams behind them. We focus on the work that doesn't fit the traditional consulting model: AI-augmented close and FP&A, profitability and allocations, EPM modernization, and custom agent deployment on top of existing SaaS footprints. Fixed-price, scoped engagements. Senior-led from day one — no rotating juniors, no six-figure discovery phases. Delivery combines 20+ years of finance transformation depth with hands-on AI and agent engineering, backed by a dedicated team in the Philippines that keeps total cost well below US consulting benchmarks. Headquartered in Miami, with a delivery team in Cebu City, Philippines. Typical engagements: AI implementation strategy and build-out, agent deployment frameworks, finance transformation, Oracle EPM, profitability and allocations, FP&A redesign, and custom AI engineering against existing finance data. In short: we modernize organizations for the next decade, not the last one.