Financial Services

FP&A Advisory

Forecasting, budgeting, KPI frameworks, and reporting.

Scope of Work

Scoped in writing before the engagement begins.

Typical Situations

When to Engage

The Forecast Keeps Missing

Plan-to-actual variance is persistent and unexplained, and the conversation each month is about the spreadsheet rather than the business.

A New Stakeholder Arrived

A lender, an institutional investor, or a new board has raised the standard of planning and reporting the company is expected to meet.

The Model Outgrew Its Author

The planning model is understood by one person, has grown by accretion for years, and no longer supports the decisions being asked of it.

Where this connects

FP&A Advisory presents numerous opportunities for simplification and automation of manual processes. Our specialty is developing systems, processes, and tools to save your team time, and remove manual errors.

AI Workflow Automation →

If the situation in front of you sits between the technology and the numbers, it is worth a conversation.