Your finance team has the data. Does it drive decisions?

We turn your EPM platform into a decision engine — connecting costs, pricing, and profitability to the decisions that move your business, not to reports that explain the past.

We turn costs, pricing, and profitability into capital decisions — powered by AI agents on your EPM platform.

Oracle EPM · OneStream · SAP PCM · CostPerform — serving finance leaders across the United States and Latin America.

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Real advisory work. Real business logic. Visible technology.

Every agent runs on your actual cost structure and decision framework — because finance transformation starts with the people who execute it.

 

Based in Florida, USA

Serving finance leaders across the United States and Latin America.

StrategicFinance.ai™

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    Planning Agent

  • Line graph with increasing trend, connected to circles labeled ROI and dollar sign, with the word COST underneath, representing cost or financial analysis.

    Profitability Agent

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    Narrative Agent

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    Strategic Agent

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    Pedro San Martín

    Managing Principal & Founder

    For over 30 years, Pedro has helped CFOs across 15+ countries turn EPM investments into decisions — not just reports. He specializes in profitability modeling, ABC/M costing, and strategic finance transformation across banking, healthcare, and consumer goods.

    Chair of the IMA Profitability & Cost Management SIG. Professor at ITAM and Universidad Anáhuac. Led ALG Software’s expansion in Spain and Latin America (later acquired by SAP). Former PwC, Deloitte, and The Hackett Group. Based in Naples, Florida.

    LinkedIn →

  • Roger Medina

    Principal Asher Nordics

    For over 25 years, Roger has helped enterprises across Latin America, Europe, and the Nordics turn ERP and EPM investments into competitive advantage. He specializes in Oracle EPM (Planning & PCM certified), NetSuite EPM, and AI-enabled profitability planning across oil & gas, utilities, healthcare, and industrial sectors.

    MBA in Finance from ITAM. Computer Science Engineer from Tecnológico de Monterrey. Former Oracle Manager (9+ years), IBM Consulting Leader (14+ years), BearingPoint Regional Manager, and SAP Senior Account Manager. Based in Oslo, Norway.

    https://www.linkedin.com/in/rogeliomedina/

  • Mauricio Londoño

    Principal Americas

    For over 30 years, Mauricio has helped CFOs and boards in banking, insurance, and investment holdings optimize profitability, capital structure, and cost management — turning financial planning into a strategic weapon. He specializes in ABC/M implementation, product and channel profitability, business valuation, and financial modeling.

    MBA from INALDE Business School. Specialist in Corporate Finance from CESA. Economist from Universidad Externado de Colombia. Professor of Corporate Finance at INALDE. Former CFO of Colmena Seguros and Banco Caja Social (10+ years). Based in Bogotá, Colombia.

    https://www.linkedin.com/in/mauriciolondono/

“What separates Pedro from every other EPM consultant we've worked with is simple: when he leaves, we don't need him anymore. We own the model, we understand the logic, and we can drive it ourselves.”

— Romel Engelbert F., Treasurer FINDEP / HSBC

Our work has touched some of the world's most demanding finance organizations.

Companies whose scale, industry challenges, and EPM complexity have shaped our methodology and implementations.

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From the Blog

Profitability Without an Owner: Why Banks Fail Where It Matters Most

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Getting the Right Level of Detail in a Profitability & Cost Model

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Why Most Firms Sell EPM but Can’t Answer Your Questions?

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Are We Controlling Costs - or Designing Value?

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Ready to turn your finance function into a decision engine?

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