Financial Planning & Analysis (FP&A)
Leverage a specialized FP&A team for budgeting, forecasting, variance analysis, and scenario planning. Our streamlined approach delivers accuracy, speed, and actionable insights so leadership can focus on growth.
✓ Strategic Budgeting
✓ Performance Analysis
✓ Financial Modeling
Core Capabilities
We connect financial strategy with operational execution through insightful planning and performance analysis.
Driver‑Based Forecasting
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Align key drivers with P&L and cash flow.
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Maintain rolling 12–18-month forecasts.
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Define ownership of assumptions by function.
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Integrate scenario sensitivity to measure the financial
impact of key assumption shifts.
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Variance & Trend Analysis
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Bridge Plan, Actual, and LY with root-cause insights.
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Use trend and cohort analysis to reveal key drivers.
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Link action items directly to each variance.
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Visualize performance through dynamic dashboards
for real-time variance tracking.
Cash & Scenario Modeling
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Model best, base, and worst cases for cash and covenants.
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Assess hiring, pricing, and spend impacts on KPIs.
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Optimize collections, DSO/DPO, and working capital.
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Incorporate macroeconomic factors and operational
drivers into multi-scenario simulations.
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Management Reporting
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Automated KPI dashboards and board-ready reports.
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Unified KPI dictionary with standardized metrics.
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Audit-ready data trails across all systems.
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Automate narrative commentary to accompany
financial visuals and executive dashboards.
Outcome‑First FP&A Services
From planning to performance, we create a direct line between finance and execution.
Plan You Can Own
Annual budgets, quarterly re-plans, and rolling forecasts that drive alignment and action.
Faster Decisions
Executive KPI reports and bridges that translate data into insights and action.
Predictable Cash
Liquidity tracking, runway analysis, and growth vs. burn scenarios.
Profitable Growth
Unit economics: CAC/LTV, margin, and payback by product or channel.
Operational Visibility
Order-to-cash, inventory, utilization, and RevOps funnels linked to the P&L.
Board‑Ready Confidence
Board decks, lender updates, and standardized definitions built for scrutiny.
Cadence That Drives Accountability
Weekly
Operating review:
Revenue and margin flash, pipeline health, working capital status, key risks, and next steps with ownership.
Monthly
Close and KPI pack:
Full P&L, balance sheet, and cash flow with bridges, variance insights, action items, and cash runway updates.
Quarterly
Re-plan and scenarios:
Update assumptions, reset forecasts, and model best, base, and worst cases.