Financial Planning & Analysis Consulting

Financial Planning and Analysis (FP&A) is essential for establishing a strong financial foundation for your business. Our expert fractional CFOs use cash flow projection models, dynamic Excel-based allocation models, and other sophisticated tools to help you achieve financial stability and transparency.

FP&A isn’t just about crunching numbers—it’s about transforming data into actionable business strategies. Our approach ensures that your business can confidently plan for growth, maximize profitability, and maintain resilience through volatile market conditions.

How Our FP&A Services Benefit Your Business

Improved Financial Accuracy: We help your business enhance the precision of its financial forecasting through driver-based forecast tools, dynamic Excel-based allocation models, Xero & LivePlan budgeting tools, and more. And if any of this sounds complicated, don’t worry! We handle all the hard stuff and distill these insights into easy-to-understand financial models.
Strategic Decision-Making: Our team helps turn financial insights into effective action plans. Through services like cash flow projection models and ground-up revenue forecasting models, we ensure that you have the data you need for strategic oversight, allowing for well-informed decisions regarding immediate and future opportunities.
Optimized Resource Allocation: We guide your business in allocating resources effectively. Using FP&A software, we assist in assessing opportunities through cost/benefit analysis, ensuring investments drive the most significant returns and maintain financial stability.

Our Approach to Financial Planning and Analysis

We believe in a customized and collaborative approach to FP&A consulting:

Customized Solutions: No two businesses are alike. We tailor our services to meet your specific industry needs, whether you’re in manufacturing, healthcare, or retail. We take into account sector-specific challenges to provide relevant, effective insights.
Technological Integration: Our process involves integrating the technologies of your choice, from forecasting tools to cloud-based solutions, ensuring seamless data flow and efficient analysis.
Collaborative Process: We work hand-in-hand with your financial team to ensure that our models are realistic, aligned with your company’s goals, and actionable. Whether it’s designing a financial system upload or implementing scenario planning, our approach is rooted in transparency and client education.

We leverage technology and deep industry expertise to bring financial clarity and enhanced decision-making to your business.

Key FP&A Services We Offer

Budgeting and Forecasting: We provide precise budgeting and forecasting solutions using tools like rolling forecasts, multi-year projections, and the ground-up revenue forecasting model. Accurate forecasts allow you to anticipate financial needs and plan confidently for growth, even under volatile market conditions.
Financial Reporting and Analysis: Our financial reporting services are designed to help your team make informed decisions based on KPIs, contribution margin analysis, and benchmarking against competitors. With advanced data visualization tools, we simplify complex data to support clear performance evaluation and decision-making.
Scenario and Sensitivity Analysis: Testing various financial scenarios helps your company prepare for market shifts and operational changes. Whether it’s adapting to shifts in demand or assessing the impact of changing costs, scenario planning ensures your strategies are agile.
Strategic Financial Planning: Our focus is on long-term strategic planning, including developing a 5-year strategic financial plan that aligns with your growth objectives. This helps ensure financial stability while laying out clear pathways to achieve your business goals.
Capital Allocation and Resource Management: We guide businesses in strategic cost/benefit analysis to prioritize investments, supported by detailed business case evaluations. By optimizing capital allocation, we help you achieve better returns and drive sustainable growth, similar to practices used in M&A financial due diligence.

A Closer Look at the Budgeting and Forecasting Aspect

Ground-Up Budgeting Process: We work from the ground up, ensuring that every department is aligned with overall business objectives. This ensures no expenses are overlooked and budgets are comprehensive.
Short and Long-Term Models: Developing both short-term and long-term budgeting models allows businesses to maintain daily operations while planning for future growth.
What-If Scenarios and Anticipated Variances: By modeling what-if scenarios, your business can anticipate variances, making it easier to navigate market uncertainties. These exercises help in preparing for volatile market conditions.
Real-Time Updates and Financial System Uploads: Utilizing budgeting spreadsheets and integrated financial system uploads, we provide real-time updates that keep your financial plans current.
Strategic Oversight and Departmental Allocations: We offer strategic oversight to ensure your departmental allocations are optimized for efficiency, supporting equity compensation plans and ensuring the best use of resources.

A Closer Look at Financial Modeling and Our Technical Solutions

Fully Integrated Financial Modeling: We use integrated financial models that provide a complete view of your business’s financial future, helping you make informed decisions.
Excel-Based Models and VBA Automations: Leveraging Excel-based allocation models, combined with VBA automations, allows us to streamline financial analysis, increasing efficiency and reducing manual errors.
Utilization and Forecasting Models: Our utilization and forecasting models help optimize resource allocation, ensuring every part of your business runs at peak efficiency.
Technical Solutions for Pricing and Profitability: We develop customized pricing models, such as those for IT service providers, to help you understand cost structures and enhance profitability.
Centralized Data Extraction and Synchronization: With centralized data extraction solutions, we ensure consistency across financial platforms, which improves accuracy and simplifies decision-making processes.

Leadership and Professional Support

Effective financial planning and analysis require strong leadership and dedicated professional support:

FP&A-Managed Support: Our FP&A-managed support provides ongoing assistance, ensuring that your finance team can confidently execute budgeting, forecasting, and strategic initiatives. We offer support that helps improve the effectiveness of your finance team, from daily operations to complex planning activities.
Chief Strategy Officer Support: We provide strategic support to align financial goals with business objectives. Our experts collaborate closely with your Chief Strategy Officer and/or Chief Operating Officer, focusing on long-term growth and strategic finance initiatives that drive value across the organization.
Decision Support Services: We help executives make informed decisions by providing detailed financial modeling, benchmarking, and competitive analysis. This includes services like contribution margin analysis and business case evaluation to ensure every decision is backed by solid financial data.
Technical Assistance and Advisory Services: Our financial planning and reporting experts provide technical assistance, ranging from process improvement to performance management. Whether it’s implementing annual compensation budgeting or managing pricing models for IT service providers, we ensure that your finance operations are efficient and effective.

Why Choose Us for FP&A Consulting?

Proven Track Record: Our team has successfully supported numerous businesses across various sectors, delivering measurable improvements in financial clarity and operational efficiency.
Industry Expertise: We bring sector-specific knowledge, understanding the unique challenges faced by different industries and providing insights that matter.
Technology and Innovation: From Xero & LivePlan to dynamic Excel-based allocation models, we leverage the latest tools to deliver actionable insights.
Continuous Support: We’re with you every step of the way, from initial implementation to continuous improvement and team training, ensuring your FP&A processes evolve with your business.

Ready to transform your financial operations? Contact us today to schedule a consultation and learn how our FP&A consulting services can help you achieve lasting financial stability and growth. Let us help you take control of your financial future and make informed, strategic decisions with confidence.