Financial Intelligence

PointXPartners delivers financial modeling, budget analysis, and decision support services that help federal agencies turn complex data into clear, actionable outcomes.

A Service-Disabled Veteran-Owned (Pending Certification) Small Business serving federal agencies and prime contractors across the National Capital Region

Our Services

Financial Planning & Analysis

Structured FP&A support for federal program offices — including budget formulation, multi-year forecasting, variance analysis, and financial performance tracking that meets OMB and Congressional scrutiny standards.

Budget & Forecasting Support

Forward-looking financial models and budget justification narratives built for federal planning cycles — from initial formulation through Congressional submission and year-end execution monitoring.

Program Financial Analysis

Independent cost-benefit analysis, cost estimating, and program financial evaluation for DoD and civilian agency acquisition decisions — delivered on tight timelines with executive-ready outputs.

Why PointXPartners

PointXPartners provides analytical and financial support services focused on improving program efficiency, financial transparency and decision-making accuracy

    • Federal Budget Formulation and Execution Support

    • Multi-Year Financial Modeling and Forecasting

    • Variance Analysis and Spend Rate Reporting

    • Cost-Benefit and Program Financial Analysis

    • Executive Financial Dashboards and Decision Support

    • West Point Graduate · Yale MBA · Real Estate Investment Banking

    • Service-Disabled Veteran-Owned Small Business (SDVOSB) — Pending Certification

    • Founded by a service-disabled veteran and former investment banker who brings Wall Street-caliber financial rigor to federal program offices

    • National Capital Region

    • Previously held Secret and Top Secret security clearance — clearable for classified work

    • 541611 – Administrative Management and General Management Consulting (Primary)

    • 541618 – Other Management Consulting Services

    • 541690 – Other Scientific and Technical Consulting Services