Financial Planning & Analysis

Our FP&A support service is tailored to each client, ensuring your needs are fully met- even as your business changes.

You’ll benefit from our deep understanding of business operations, stakeholders’ needs, and the best methods for presenting financial data to support strategic decision-making.

Our Approach:

  • Integration with Strategy: We align closely with the organization’s strategic goals. This involves understanding strategies, market dynamics, and the competitive landscape to provide financial insights that help drive the business forward.
  • Collaboration and Communication: We collaborate across departments and external advisors to gather relevant data and insights. We understand how to communicate financial analysis and deliver insights to internal and external audiences to support informed decision-making.
  • Forecasting Accuracy and Agility: Our best practice methodologies minimize risk when forecasting. We use scenario and sensitivity analysis to help assess risks and opportunities, allowing the organization to respond rapidly to changes in the business environment.
  • Continuous Improvement: We emphasize a culture of constant improvement, which ensures that FP&A processes, models, and analyses evolve with the organization’s needs.
  • Data-Driven Decision Making: Our analysis relies on data-driven insights rather than gut feelings or intuition. This involves leveraging data analytics tools and techniques to extract actionable insights that support strategic and operational decisions.

FP&A Support Features:

  • Budgeting & Forecasting (Revenues/Costs, workforce planning, Integrated Financial Statements)
  • Cash flow modelling
  • Scenario Planning
  • Sensitivity Analysis
  • Reporting (Management, Investor, Compliance)
  • KPI Analysis
  • Dashboards and Reporting Tools

Benefits of Our FP&A Support:

  1. Reduce Errors and Risks: Minimize errors and key-person dependency, ensuring reliable decision-making.
  2. Efficiency: Deliver high-quality FP&A outputs without burdening your internal team.
  3. Expertise: Gain access to specialized knowledge and innovative approaches.
  4. Cost-Effectiveness: Avoid the costs of training your team for complex FP&A tasks.
  5. Streamlined Processes: Automate and optimize workflows to enhance productivity.
  6. Risk Management: Mitigate reputational and financial risks with industry-standard practices.
  7. Timely Delivery: Ensure deadlines are met with automated, efficient processes.
  8. Objective Perspective: Receive unbiased insights that can uncover opportunities and areas for improvement.
Aleksandra Pavlovic FCCA
Director, Financial Modelling

Client success story

Challenge

The client needed support with the acquisition as well as further development of management reporting pack of a Nursery group.

Solution

We built a detailed financing module with the detailed nursery by nursery forecasts, ensuring compliance with a variety of loan covenants and detailed insight into group performance.

Outcome

The refinancing was approved by the lender resulting in a successful acquisition by the buyers who continue using the model for reporting purposes.

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