Financial Planning & Analysis

Financial planning and analysis functions are critical to an accurate understanding of a company’s past performance and current situation. FP&A is the tool that enables management to navigate effectively to desired outcomes. Finance departments often don’t have adequate staff to do the necessary FP&A, and getting approval for additional headcount is a struggle. But performing FP&A on a project basis, rather than via a staff position, can allow you to proceed on the highest priority items immediately.

Extend your Financial Operations with our Expertise:

  • Annual budget preparation
  • Quarterly re-forecasting
  • Sales and profitability analysis by customer, product line, channel or other variables
  • Refinement of operations/manufacturing finance/costing methodologies
  • Marketing and Advertising ROI evaluation
  • Benchmarking
  • R&D budgeting
  • Forecasting model creation
  • Pricing analysis
  • Acquisition and divestiture analysis
  • Preparation of Annual Operating Plans and 5-Year Plans
  • Capital Expenditure analysis and planning