Our Mission is in our Name
The term "Aegis" draws its origins from Greek mythology, symbolizing the shield of Zeus. It also embodies the concept of "protection, backing, or support" within an organization.
Often, company names fail to convey their purpose or reason for existence. However, the name "Aegis Advise" encapsulates our mission statement and reflects our unwavering dedication to clients, partners, and team members.
At Aegis Advise, we have made a founding commitment to safeguard our clients' interests when choosing a performance management solution. We strive to provide unwavering support and responsiveness, ensuring long-term value. We deeply appreciate the support of our clients, who not only sustain the growth of our firm through ongoing engagements but also contribute to our success by referring us to others.
Growing with Clients
At Aegis Advise, our vision is to empower finance teams with superior budgeting and planning software services. We are driven by a client-centric approach, placing our clients at the forefront of everything we do.
Through our commitment to understanding and addressing our clients' challenges, we strive to deliver innovative and effective solutions that exceed their expectations. We believe that by helping our clients achieve their objectives and unlock their full potential, we will achieve sustainable and mutual success.
We are dedicated to building long-lasting partnerships based on trust, transparency, and collaboration. By continually adapting and staying at the forefront of CPM technology advancements, we aim to anticipate our clients' evolving needs and be their go-to source for budgeting and planning software expertise.
Ultimately, our vision is to be recognized as the premier consulting firm in the industry, renowned for our client-centric approach, unwavering dedication to client success, and our ability to drive growth by helping our clients thrive.
Dedicated to your Success
Dallas Moody, CPA
CEO and Founder
Dallas Moody is the CEO and Founder of Aegis Advise. With extensive experience in the financial systems consulting field, Dallas has served clients globally for nearly two decades, assisting with CPM assessments, deployments, optimizations, and support. As a former Vice President at a leading Workday partner, Dallas contributed to FP&A excellence at over 700 organizations, amounting to approximately 10% of the Adaptive Planning customer base. Furthermore, Dallas is a Certified Public Accountant in Massachusetts (license currently dormant) and is highly regarded as a speaker, frequently presenting at CPM conferences, events, and webinars.
Justin is a Washington DC-based professional who has a diverse background in finance and accounting. He completed a double major in finance and accounting at Piedmont College, where he was valedictorian of his class and played baseball on the school team. Prior to joining Aegis in September 2021, Justin worked on the FP&A team of a SaaS company, where he gained experience in administering their CPM solution, Adaptive Planning. This role sparked his interest in the CPM space, leading him to join Aegis. Outside of work, Justin enjoys engaging in outdoor adventures, cooking, and hitting the gym.
Deyra is a versatile finance professional with a diverse skill set in areas such as finance, accounting, and operations. In her previous role as an FP&A Lead Analyst at Philips Healthcare, she coordinated the integration of a SaaS business acquisition, managing the vendors and customers onboarding process and preparing forecast and budget reports. She holds a Master of Science in Management from Simmons University and an MBA and BA in Accounting from the Monterrey Institute of Technology and Higher Education. She enjoys traveling, theology, tennis, swimming, and cooking Mexican food.