Finance Modernization

Better finance. Same systems.

Primex fixes finance functions that have quietly stopped working — not because the systems are wrong, but because the configuration, process, and governance around them never caught up.

Not theory. Built and proven inside a $58M self-governing First Nation — 210 programs, 29 departments, a $36M capital program, and $39M in restricted-fund compliance.
Start a Conversation See the Platform
Proof, Not Pitch
Every Primex system was built and run inside a live organization first.

These aren't slideware concepts. Each number below represents fiscal architecture designed, deployed, and operated against real funder requirements, real audits, and real governance scrutiny.

$58M
Annual operating budget built from scratch and aligned line-by-line to a four-year Strategic Plan
210
Programs across 29 departments structured into a single coherent reporting and budget model
$36M
Capital program tracked with a project-level CAPEX methodology replacing unreliable expense accounts
$39M
Restricted & deferred funding governed against ISC and government agreement requirements
The Problem
Finance functions that have quietly stopped working.

We work with band administrations, non-profits, public sector organizations, and any organization managing grant funding, multi-source revenue, or external reporting obligations with a lean finance team — where correct-looking numbers are being held together with manual workarounds, and where a clean audit, a funder review, or a new leader's first close is about to expose the gap.

01
Reporting lives in fragments
Budget-versus-actuals data is scattered across disconnected spreadsheets. Finance leaders rebuild the same reports every month instead of reading them at a glance.
02
Funding obligations go untracked
Government, grant, and contribution agreements (ISC included) carry intricate drawdown, deferral, and reporting rules. Without a system, compliance exposure and missed funder deadlines accumulate quietly.
03
Process runs on email and goodwill
Budget cycles, AR collection, and deposit handling depend on manual workarounds and a single person's memory — fragile at audit, impossible to scale.
The Platform
Three capability suites. One financial operating system.

We don't replace your ERP. We configure it properly, build the reporting infrastructure that should already exist, and put governance around the annual budget and grant cycles — so the finance team you have can run the finance function you need. Works with Acumatica, Sage Intacct, Microsoft Dynamics, or an Excel-native finance function. No rip-and-replace. No new procurement cycle.

Suite 01
Financial Intelligence
See every number clearly
The complete picture of where money sits and moves — budget-versus-actuals, capital projects, receivables, and billing — delivered through your ERP's inquiry layer into Excel and Power BI dashboards your team can actually read.
  • Budget vs. actuals by department & program
  • GL transaction drill-through & AR/AP visibility
  • CAPEX & capital project tracking
  • Facility billing, invoicing & deposit handling
  • Power BI dashboards & star-schema data model
Suite 02
Planning & Budget
Build with confidence
A structured budget-input workflow that replaces email chains and unlocked spreadsheets. Program administrators submit figures through a guided tool that drafts narrative justifications and strategic-plan linkages from the numbers themselves.
  • AI-assisted budget input & justification tool
  • Supplementary & mid-year request workflow
  • Internal transfer register
  • Scenario & multi-year forecasting
Suite 03
Funding Governance
Know every dollar coming in
Centralized tracking of every funding source, grant handoff, and funder report. Built for government contribution agreements — including ISC-style agreements — with drawdown logic, deferred-revenue mechanics, and payment-schedule discipline baked in.
  • Centralized funding & grant register
  • Drawdown tracking by project & agreement
  • Funder report generator
  • Payment schedule & milestone management
Designed to fit your existing stack
Acumatica Sage Intacct Microsoft Dynamics NetSuite SAP QuickBooks Excel-Native Power BI Looker Anaplan Velixo Microsoft 365
Advisory
Fractional FP&A for teams that need depth, not headcount

Primex embeds as your analytical engine — the person who builds the model, closes the variance, and turns raw GL data into something leadership can decide on. Not a part-time executive making your calls; a senior operator extending your team's capacity.

Monthly reporting, variance analysis & narrative
Budget cycle facilitation & consolidation
ERP configuration, inquiries & reporting build-out
Funder & board reporting packages
Finance team capacity building & documentation
About Primex
James Zhan, Founder of Primex
James Zhan
Founder & Principal
Built by an operator who did the actual work

Primex is led by James Zhan — a finance professional who spent years inside a self-governing First Nation building the systems Primex now offers. The budget tool, the funding tracker, the deposit protocol, the reporting model: each one was built to solve a real problem on a real deadline, then proven in production.

That background runs deeper than most realize. A SAP S/4HANA reporting build for a C$20B pension fund. An investor financial model behind a $15M Series B raise. A COVID-era financial crisis turnaround across 12,000+ hotel properties for a global investment-fund portfolio company. Applied to the specific, under-served world of complex organizations running lean finance teams: First Nations governments, non-profits, and small businesses alike. The result is enterprise-grade discipline shaped to fit lean teams, restricted funding, and narrative-accountability requirements.

The thesis is simple: the problems one First Nations administration faces — many programs, restricted funding, lean finance, audit and governance scrutiny — are the problems most complex, understaffed organizations face. What's built once can be proven once and carried everywhere.

Proven
Every offering was deployed and operated inside a live $58M First Nations administration before it became a product.
Practical
Engagements end with working systems your team uses the next day — not decks, not recommendations to revisit later.
Portable
Built on the ERP and Office tools clients already own, so there is nothing new to buy and nothing to migrate.
Specialized
Built for complex, understaffed finance functions — deferred revenue, grant and contribution agreements, program-level accountability.
The Work Behind It
One operator. An institutional pension fund, a venture-backed startup, global-scale turnarounds — and a First Nations government rebuilt from the ground up.

The First Nations engagement below is Primex's flagship build — the deepest, most complete system, still in production today. The record beneath it is the same rigor applied at very different scale.

First Nations Government Administration
$58M Self-Governing Nation
Built the operating budget from scratch — 210 programs, 29 departments — and aligned every line to the Nation's four-year Strategic Plan
Designed the ISC funding-governance framework — project-level drawdown tracking, clearing-account logic, and per-agreement fund balances against $39M in restricted and deferred revenue
Established a project-level CAPEX methodology for a $36M capital program, replacing unreliable expenditure accounts with a fixed-asset differential approach
Deployed live reporting, Power BI dashboards, and an AI-assisted budget tool across 200+ cost centres — plus the AR, invoicing, and deposit workflows the manual process couldn't carry
Institutional Pension Fund
C$20B Assets Under Management
Led the financial reporting workstream of a SAP S/4HANA deployment for the C$20B fund — redesigned the chart of accounts and cost-center hierarchy for global auditability through a multi-quarter ERP migration
Restructured external management fee arrangements across the C$20B portfolio, capturing C$3M in annual savings while preserving manager relationships
Architected automated Power BI dashboards giving C-suite and department leaders real-time transparency into C$100M in administration expenses
Venture-Backed Gaming Startup
Series B Fundraising
Built the investor financial model and due diligence package that helped raise a $15M Series B at a 25% uplift to pre-round valuation
Built SQL-driven LTV/CAC models that informed a $20M+ reallocation of marketing spend, expanding digital margins by 15%
Global Investment-Fund Portfolio Company
12,000+ Property Hospitality Platform
Led a financial crisis turnaround during COVID-19 across a 12,000+ property portfolio — identified OPEX leaks and enforced asset-level P&L accountability, delivering $80M in annualized savings
Led an enterprise-wide Anaplan deployment, centralizing decentralized data from 12,000+ properties into a single source of truth for regional and parent-fund reporting
Global Investment-Fund Portfolio Company
Flexible Workspace Platform
Architected a standardized regional pricing framework replacing manual ad hoc discounting with a data-driven yield management engine — drove a 15% uplift in Average Revenue Per Member
Served as primary finance liaison to the parent fund, building a standardized reporting playbook aligned to global governance and LP requirements
Get in Touch

Ready to see what's
possible?

A no-obligation discovery call for finance leaders at complex organizations with understaffed finance teams — First Nations administrations, non-profits, and small businesses alike. Bring your current reporting pain points — we'll tell you plainly what we can do about them.

Book a Discovery Call info@primexadvisory.com