simply financial

Forward Focused

Future Concept.

At JFair Vantage Point, we start with the future in mind. By leveraging 17 years of diverse financial and operational experience, we anticipate industry trends and prepare your business for what’s next. Whether it’s financial planning, strategic execution, or operational efficiency, we ensure that your business is not just ready for tomorrow but thrives in it.

The Big Ideas.

Innovation is at the heart of what we do. From business process automation to strategic planning, we bring big ideas to life. Our track record includes successful ERP implementations, boosting B2B sales, and enhancing operational processes to increase margins. We believe that with the right vision, every business can achieve greatness.

Creative Solutions.

Creativity drives our solutions. No two situations are the same, so we take a unique approach to problem-solving, whether it’s optimizing inventory management or devising new business strategies. Our ability to think outside the box and adapt to challenges ensures that we deliver results that not only meet but exceed expectations. Let us help you turn your challenges into opportunities for growth.

Services

OUR SERVICES FOR CLIENTS

Cash Flow Management & Optimization

  • Cash Flow Forecasting
  • Working Capital Optimization
  • Credit and Collections Management
  • Investment Strategy

Strategic Financial Management

  • Financial Strategy Development
  • Business Valuations
  • Strategic Growth Planning
  • Mergers and Acquisitions Advisory
  • Risk Mangement and Mitigation

FP&A

  • Budgeting and Forecasting
  • Scenario Planning
  • Custom Financial Dashboards
  • Cost Optimization Strategies
  • Financial Modeling and Projections

Operational Optimization

  • Process Automation and Efficiency
  • ERP and Financial System Implementation
  • Operational Process Improvement
  • System Integration and Customization

About

listen. learn. impact. improve.

Trust and Integrity

We believe these are the cornerstones of effective financial leadership, ensuring that all decisions are made with transparency and accountability.

Collaborative Leadership

Jared fosters a collaborative environment, leveraging his diverse experience to mentor and lead teams towards achieving both individual and organizational goals.

Innovative Solutions

We implement innovative financial strategies and operational efficiencies to optimize business performance, adapting to the unique needs of each client.

Who We Are

At JFair Vantage Point, we are dedicated financial leaders committed to driving business success through strategic financial management, innovative solutions, and collaborative teamwork. With over 17 years of diverse experience in finance and operations, we empower organizations to achieve their financial and operational goals. We believe that diverse experience is key, as it brings different perspectives that are essential for innovative problem-solving and long-term success.

Our Vision

Our vision is to revolutionize the financial landscape by providing innovative solutions and empowering business leaders with the tools and knowledge to drive sustainable growth. We envision a future where businesses of all sizes can navigate financial complexities with confidence and achieve long-term success independently or in partnership.

Our Mission

Our mission is to simplify financials in a way that enables quicker, confident, and well-informed decision-making. We believe this is the key to survival during hard times, capitalizing on opportunities for growth, and achieving long-term success.

Kudos

FEEDBACK FROM OUR CLIENTS

I found working with Jared to be an absolute pleasure, not to mention exceptionally rewarding. His thoughtful capacity building in the team and individuals therein was a real asset. Many say that they enjoy a challenge, but Jared showed he was not only not afraid but thrived in more challenging environments and situations.you(Jared) have an excellent understanding of financial statements and the forecasting process. Jared proved to be an outstanding communicator with astute financial skills. It was a pleasure to work with him.

Dr. David Lipman

Tech Startup

I was thoroughly impressed by the thoughtfulness of the questions used to prepare the model! It’s clear you(Jared) have an excellent understanding of financial statements and the forecasting process. Jared proved to be an outstanding communicator with astute financial skills. It was a pleasure to work with him.

Donna

VP of Finance

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