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EPC & Energy Storage Advisory  ·  Est. 2026

Fix the commercial
backbone behind
execution.

MarginFX helps project-based businesses in EPC and energy storage tighten forecasting, controls, and reporting so leaders see risk early and make better decisions faster.

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20+
Years in finance & operations
EPC
Complex project delivery
Solar & BESS
Proven in energy storage
$1B+
Project value supported
The Problem

Most breakdowns aren't about effort.
They're about connection.

  • ↳
    Pricing and controls drift apartMargin erodes before anyone sees it coming
  • ↳
    Forecasts lose credibilityLeadership stops trusting the numbers
  • ↳
    Reporting documents confusionInstead of supporting decisions
  • ↳
    Field and finance misalignCost actuals arrive too late to act on
Services

What we actually fix

01
Commercial Controls Setup
Standardized templates, approval workflows, and a single source of truth so project data connects across the entire org.
Clear visibility across project performance
02
EAC & Forecast Reset
Clean EAC build, variance drivers identified, and an executive dashboard that shows real cost and margin — no surprises.
No surprises in cost or margin
03
Execution & Reporting Optimization
Align field and finance, remove manual work, and build reporting that enables faster and clearer decision-making at every level.
Faster, clearer decision-making
Engagement Model

How it works

01
Initial Discussion
Understand your current forecasting and reporting challenges and where execution is breaking down.
02
Targeted Diagnostic
Review project data, identify gaps, and pinpoint where commercial controls are creating risk.
03
Defined Scope
Outline exactly what will be fixed and improved — in writing, before any work begins.
04
Execution & Delivery
Implement changes, improve visibility, and hand off sustainable processes your team can own.

Find where you’re
losing money

Start with a diagnostic conversation.
No commitment required.