Finance-First Vena Implementation for Financial Services and Complex Organizations
Finance-First Vena Implementation for Financial Services and Complex Organizations
Finance-First Vena Implementation for Financial Services and Complex Organizations
Where Insight Ignites. We design and implement Vena planning and reporting systems that bring clarity, speed, and control to finance teams.
Where Insight Ignites. We design and implement Vena planning and reporting systems that bring clarity, speed, and control to finance teams.
WHO WE HELP
WHO WE HELP
Finance leaders who want reliable tools they can trust.
Finance leaders who want reliable tools they can trust.
Finance leaders who want reliable tools they can trust.
Banks, credit unions, lenders, and other financial services organizations.
Banks, credit unions, lenders, and other financial services organizations.
Banks, credit unions, lenders, and other financial services organizations.
Especially strong with institutions in the community and mid-market range.
Especially strong with institutions in the community and mid-market range.
Teams that need clear numbers and faster reporting.
Teams that need clear numbers and faster reporting.
Teams that need clear numbers and faster reporting.
Complex, analytically demanding organizations where planning accuracy and auditability matter.
Complex, analytically demanding organizations where planning accuracy and auditability matter.
Complex, analytically demanding organizations where planning accuracy and auditability matter.
WHY ACUITY NOVA
WHY ACUITY NOVA
Built by finance people
Built by finance people
Built by finance people
We have sat in the seat.
We have sat in the seat.
Deep Vena expertise
Deep Vena expertise
Deep Vena expertise
Platform knowledge grounded in real FP&A work.
Platform knowledge grounded in real FP&A work.
Clarity and speed
Clarity and speed
Clarity and speed
Clean numbers and faster reporting.
Clean numbers and faster reporting.
Flexible delivery
Flexible delivery
Flexible delivery
Focused projects or larger rollouts.
Focused projects or larger rollouts.
Ongoing support
Ongoing support
Ongoing support
We stay with you as needs grow.
We stay with you as needs grow.
OUTCOMES WE DELIVER
OUTCOMES WE DELIVER
Acuity Nova helps finance teams move faster, work with more clarity, and focus on the decisions that matter most.
Acuity Nova helps finance teams move faster, work with more clarity, and focus on the decisions that matter most.
01
01
01
Scenario modeling in a fraction of the time.
Scenario modeling in a fraction of the time.
Scenario modeling in a fraction of the time.
Run what-if analysis with speed and confidence, giving leadership clear options before decisions are made.
Run what-if analysis with speed and confidence, giving leadership clear options before decisions are made.
02
02
02
Faster cycles, more accurate numbers.
Faster cycles, more accurate numbers.
Faster cycles, more accurate numbers.
Close, forecast, and report with accuracy you can trust - less time on mechanics, more time on insight.
Close, forecast, and report with accuracy you can trust - less time on mechanics, more time on insight.
03
03
03
Scenario modeling in a fraction of the time.
Scenario modeling in a fraction of the time.
Scenario modeling in a fraction of the time.
Run what-if analysis with speed and confidence, giving leadership clear options before decisions are made.
Run what-if analysis with speed and confidence, giving leadership clear options before decisions are made.
04
04
04
More insight, less manual work.
More insight, less manual work.
More insight, less manual work.
Automated consolidation and streamlined workflows free your analysts to focus on value-add analysis, not data wrangling.
Automated consolidation and streamlined workflows free your analysts to focus on value-add analysis, not data wrangling.
ABOUT ACUITY NOVA
ABOUT ACUITY NOVA
ABOUT ACUITY NOVA
Acuity Nova helps finance teams build systems they can trust. As a Vena partner, we design and implement planning and reporting systems that are accurate, fast, and practical. Our clients value steady delivery and clear results.
Acuity Nova helps finance teams build systems they can trust. As a Vena partner, we design and implement planning and reporting systems that are accurate, fast, and practical. Our clients value steady delivery and clear results.
OUR TEAM
OUR TEAM
Meet our FP&A practitioners.
Meet our FP&A practitioners.
Rob Szold
Rob Szold
Rob Szold
Founder and Managing Partner
Founder and Managing Partner
Founder and Managing Partner
Rob is a CFA Charterholder with over 20 years of experience across FP&A and consulting. He spent more than a decade in financial services, including leading FP&A for a $1.5 billion market cap, $20 billion asset bank. A former Vena client himself, Rob founded Acuity Nova to continue delivering accurate planning, faster reporting, and real visibility to modern finance teams. Over the past four years, he has helped banks, credit unions, and organizations across other industries build innovative planning, forecasting, and reporting solutions in Vena.
Rob is a CFA Charterholder with over 20 years of experience across FP&A and consulting. He spent more than a decade in financial services, including leading FP&A for a $1.5 billion market cap, $20 billion asset bank. A former Vena client himself, Rob founded Acuity Nova to continue delivering accurate planning, faster reporting, and real visibility to modern finance teams. Over the past four years, he has helped banks, credit unions, and organizations across other industries build innovative planning, forecasting, and reporting solutions in Vena.
Eliana Salazar
Eliana Salazar
Eliana Salazar
Senior Consultant
Senior Consultant
Senior Consultant
Eliana is an economist with over 10 years of experience in financial planning, FP&A, and Asset–Liability Management within banking and financial services. She has served as a senior member of Financial Planning teams at large banking institutions, leading strategic planning processes and working closely with CFOs and finance leadership. At Acuity Nova, she supports clients with forecasting, profitability analysis, and management reporting.
Eliana is an economist with over 10 years of experience in financial planning, FP&A, and Asset–Liability Management within banking and financial services. She has served as a senior member of Financial Planning teams at large banking institutions, leading strategic planning processes and working closely with CFOs and finance leadership. At Acuity Nova, she supports clients with forecasting, profitability analysis, and management reporting.
Clare Zhang
Clare Zhang
Clare Zhang
Senior Consultant
Senior Consultant
Senior Consultant
Clare brings experience across financial services, investment management, and fintech, having supported large financial portfolios at scale alongside teams in the United States, Poland, and Canada. At Acuity Nova, she supports client implementations, develops reporting, builds financial projections, and designs data structures to meet client objectives. With a technical background in computer science and AI product development, she is focused on building tailored solutions that help clients operate more efficiently. Clare holds a BSc in Mathematics with a minor in Business Administration from Trinity Western University and is currently pursuing her FRM designation.
Clare brings experience across financial services, investment management, and fintech, having supported large financial portfolios at scale alongside teams in the United States, Poland, and Canada. At Acuity Nova, she supports client implementations, develops reporting, builds financial projections, and designs data structures to meet client objectives. With a technical background in computer science and AI product development, she is focused on building tailored solutions that help clients operate more efficiently. Clare holds a BSc in Mathematics with a minor in Business Administration from Trinity Western University and is currently pursuing her FRM designation.
VENA PARTNERSHIP
FOR IMMEDIATE RELEASE
Toronto, ON - December 15, 2025 - Acuity Nova Inc. today announced a strategic partnership with Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem. This partnership brings together Vena's enterprise-grade planning platform with Acuity Nova's deep FP&A experience and industry expertise. Together, we help finance teams design planning and reporting environments that are accurate, explainable, and built to support confident decision making across the organization.
Toronto, ON - December 15, 2025 - Acuity Nova Inc. today announced a strategic partnership with Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem. This partnership brings together Vena's enterprise-grade planning platform with Acuity Nova's deep FP&A experience and industry expertise. Together, we help finance teams design planning and reporting environments that are accurate, explainable, and built to support confident decision making across the organization.
"Our partnership with Vena reflects a shared view of modern FP&A: planning systems should inspire confidence and be aligned with how finance teams operate. With Vena's Microsoft aligned platform, we help teams build solutions that are transparent and easy to use, while adding capabilities they may not have today, including advanced Excel integrated modeling, driver-based planning, scenario modeling, and insightful reporting."
Rob Szold, Managing Partner, Acuity Nova
"Our partnership with Vena reflects a shared view of modern FP&A: planning systems should inspire confidence and be aligned with how finance teams operate. With Vena's Microsoft aligned platform, we help teams build solutions that are transparent and easy to use, while adding capabilities they may not have today, including advanced Excel integrated modeling, driver-based planning, scenario modeling, and insightful reporting."
Rob Szold, Managing Partner, Acuity Nova
Advancing FP&A for Financial Services and Complex Organizations
Advancing FP&A for Financial Services and Complex Organizations
Acuity Nova specializes in supporting finance teams in financial services, including banks, credit unions, specialty lenders, insurance companies and asset management firms. The firm also works with finance teams across other complex, analytically demanding organizations where planning accuracy, transparency and confidence in the numbers are critical to leadership decision-making.
Grounded in senior FP&A leadership, Acuity Nova brings a deep understanding of how finance teams operate in multi-stakeholder environments across industries - ensuring planning models reflect how the business actually runs, not just how it reports.
Acuity Nova specializes in supporting finance teams in financial services, including banks, credit unions, specialty lenders, insurance companies and asset management firms. The firm also works with finance teams across other complex, analytically demanding organizations where planning accuracy, transparency and confidence in the numbers are critical to leadership decision-making.
Grounded in senior FP&A leadership, Acuity Nova brings a deep understanding of how finance teams operate in multi-stakeholder environments across industries - ensuring planning models reflect how the business actually runs, not just how it reports.
What the Partnership With Vena Enables
What the Partnership With Vena Enables
Through this partnership, Acuity Nova will support Vena customers and prospects across Canada and the United States, providing FP&A solution design, Vena implementation, optimization, and ongoing advisory services.
Key Areas of collaboration include:
Key Areas of collaboration include:
Vena implementation
Vena implementation
Design and implementation of Vena FP&A environments tailored to each organization's planning, reporting and analytics needs, including driver-based models, integrated P&L, balance sheet, cashflow planning, scenario analysis and management reporting.
Design and implementation of Vena FP&A environments tailored to each organization's planning, reporting and analytics needs, including driver-based models, integrated P&L, balance sheet, cashflow planning, scenario analysis and management reporting.
Financial Services Planning and Analysis
Financial Services Planning and Analysis
For financial institutions, Acuity Nova delivers planning and analysis that reflects real-world financial operations. This includes instrument-level modeling, asset-liability management (ALM), risk-informed analysis, integrated P&L and balance sheet planning, and scenario modeling to evaluate capital, liquidity and performance under changing conditions.
For financial institutions, Acuity Nova delivers planning and analysis that reflects real-world financial operations. This includes instrument-level modeling, asset-liability management (ALM), risk-informed analysis, integrated P&L and balance sheet planning, and scenario modeling to evaluate capital, liquidity and performance under changing conditions.
Enterprise integration
Enterprise integration
Integration of Vena with ERP systems, core banking platforms and enterprise data platforms, as well as analytics and reporting tools such as Power BI and Microsoft Fabric - providing finance with a consistent, trusted data foundation while remaining flexible as their technology landscape evolves.
Integration of Vena with ERP systems, core banking platforms and enterprise data platforms, as well as analytics and reporting tools such as Power BI and Microsoft Fabric - providing finance with a consistent, trusted data foundation while remaining flexible as their technology landscape evolves.
A finance-first approach to planning
A finance-first approach to planning
Acuity Nova approaches Vena from a finance practitioner's perspective, ensuring that:
•Models are fast, dynamic, and explainable to senior leadership.
•Assumptions and drivers reflect how finance teams plan, analyze, and communicate.
•Budgeting, forecasting, and scenario analysis remain owned by finance.
•Solutions evolve in step with organizational growth and complexity.
VENA PARTNERSHIP
VENA PARTNERSHIP
FOR IMMEDIATE RELEASE
FOR IMMEDIATE RELEASE
Toronto, ON - December 15, 2025 - Acuity Nova Inc. today announced a strategic partnership with Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem. This partnership brings together Vena's enterprise-grade planning platform with Acuity Nova's deep FP&A experience and industry expertise. Together, we help finance teams design planning and reporting environments that are accurate, explainable, and built to support confident decision making across the organization.
Toronto, ON - December 15, 2025 - Acuity Nova Inc. today announced a strategic partnership with Vena, the only AI-powered planning platform built for the Microsoft technology ecosystem. This partnership brings together Vena's enterprise-grade planning platform with Acuity Nova's deep FP&A experience and industry expertise. Together, we help finance teams design planning and reporting environments that are accurate, explainable, and built to support confident decision making across the organization.
"Our partnership with Vena reflects a shared view of modern FP&A: planning systems should inspire confidence and be aligned with how finance teams operate. With Vena's Microsoft aligned platform, we help teams build solutions that are transparent and easy to use, while adding capabilities they may not have today, including advanced Excel integrated modeling, driver-based planning, scenario modeling, and insightful reporting."
Rob Szold, Managing Partner, Acuity Nova
"Our partnership with Vena reflects a shared view of modern FP&A: planning systems should inspire confidence and be aligned with how finance teams operate. With Vena's Microsoft aligned platform, we help teams build solutions that are transparent and easy to use, while adding capabilities they may not have today, including advanced Excel integrated modeling, driver-based planning, scenario modeling, and insightful reporting."
Rob Szold, Managing Partner,
Acuity Nova
Advancing FP&A for Financial Services and Complex Organizations
Advancing FP&A for Financial Services and Complex Organizations
Acuity Nova specializes in supporting finance teams in financial services, including banks, credit unions, specialty lenders, insurance companies and asset management firms. The firm also works with finance teams across other complex, analytically demanding organizations where planning accuracy, transparency and confidence in the numbers are critical to leadership decision-making.
Grounded in senior FP&A leadership, Acuity Nova brings a deep understanding of how finance teams operate in multi-stakeholder environments across industries - ensuring planning models reflect how the business actually runs, not just how it reports.
Acuity Nova specializes in supporting finance teams in financial services, including banks, credit unions, specialty lenders, insurance companies and asset management firms. The firm also works with finance teams across other complex, analytically demanding organizations where planning accuracy, transparency and confidence in the numbers are critical to leadership decision-making.
Grounded in senior FP&A leadership, Acuity Nova brings a deep understanding of how finance teams operate in multi-stakeholder environments across industries - ensuring planning models reflect how the business actually runs, not just how it reports.
What the Partnership With Vena Enables
What the Partnership With Vena Enables
Through this partnership, Acuity Nova will support Vena customers and prospects across Canada and the United States, providing FP&A solution design, Vena implementation, optimization, and ongoing advisory services.
Through this partnership, Acuity Nova will support Vena customers and prospects across Canada and the United States, providing FP&A solution design, Vena implementation, optimization, and ongoing advisory services.
Key Areas of collaboration include:
Key Areas of collaboration include:
Vena implementation
Vena implementation
Design and implementation of Vena FP&A environments tailored to each organization's planning, reporting and analytics needs, including driver-based models, integrated P&L, balance sheet, cashflow planning, scenario analysis and management reporting.
Design and implementation of Vena FP&A environments tailored to each organization's planning, reporting and analytics needs, including driver-based models, integrated P&L, balance sheet, cashflow planning, scenario analysis and management reporting.
Financial Services Planning and Analysis
Financial Services Planning and Analysis
For financial institutions, Acuity Nova delivers planning and analysis that reflects real-world financial operations. This includes instrument-level modeling, asset-liability management (ALM), risk-informed analysis, integrated P&L and balance sheet planning, and scenario modeling to evaluate capital, liquidity and performance under changing conditions.
For financial institutions, Acuity Nova delivers planning and analysis that reflects real-world financial operations. This includes instrument-level modeling, asset-liability management (ALM), risk-informed analysis, integrated P&L and balance sheet planning, and scenario modeling to evaluate capital, liquidity and performance under changing conditions.
Enterprise integration
Enterprise integration
Integration of Vena with ERP systems, core banking platforms and enterprise data platforms, as well as analytics and reporting tools such as Power BI and Microsoft Fabric - providing finance with a consistent, trusted data foundation while remaining flexible as their technology landscape evolves.
Integration of Vena with ERP systems, core banking platforms and enterprise data platforms, as well as analytics and reporting tools such as Power BI and Microsoft Fabric - providing finance with a consistent, trusted data foundation while remaining flexible as their technology landscape evolves.
A finance-first approach to planning
A finance-first approach to planning
Acuity Nova approaches Vena from a finance practitioner's perspective, ensuring that:
Acuity Nova approaches Vena from a finance practitioner's perspective, ensuring that:
• Models are fast, dynamic, and explainable to senior leadership.
• Assumptions and drivers reflect how finance teams plan, analyze, and communicate.
• Budgeting, forecasting, and scenario analysis remain owned by finance.
• Solutions evolve in step with organizational growth and complexity.
• Models are fast, dynamic, and explainable to senior leadership.
• Assumptions and drivers reflect how finance teams plan, analyze, and communicate.
• Budgeting, forecasting, and scenario analysis remain owned by finance.
• Solutions evolve in step with organizational growth and complexity.
"I've had the pleasure of working with Rob and the Acuity Nova team on multiple financial services engagements, and their FP&A expertise consistently stands out. Their finance-first approach delivers fast, practical results, making them a strong partner as we help financial institutions strengthen planning, reporting, and decision making with confidence."
"I've had the pleasure of working with Rob and the Acuity Nova team on multiple financial services engagements, and their FP&A expertise consistently stands out. Their finance-first approach delivers fast, practical results, making them a strong partner as we help financial institutions strengthen planning, reporting, and decision making with confidence."
Anik Walia
Head of Financial Institutions, Vena
Anik Walia
Head of Financial Institutions, Vena
Let’s explore how we can improve your planning and reporting.
Let’s explore how we can improve your planning and reporting.
CONTACT
CONTACT
CONTACT
Send a note or book a short call. We respond within one business day.
Send a note or book a short call. We respond within one business day.
