FP&A Consulting & Financial Planning
Empower your leadership team with forward-looking financial visibility. We build 12-month rolling forecasts, 13-week cash flow models, and executive KPI dashboards tailored for mid-market and high-growth companies.
Who Our FP&A Service Is For
Our Financial Planning & Analysis consulting practice is specifically engineered for companies that have outgrown basic accounting spreadsheets and need institutional-grade forecasting.
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High-Growth Companies ($2M?$50M Revenue): Scaled operations requiring real-time unit economics and capital allocation modeling.
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PE & VC Portfolio Companies: Executive teams preparing for board reviews, debt covenants, or upcoming equity rounds.
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Multi-Entity Businesses: Operations requiring consolidated financial reporting and segment profitability tracking.
Problems We Resolve
1. Outdated Static Annual Budgets
Annual budget spreadsheets that become obsolete within 60 days of creation due to market dynamics.
2. Unexpected Cash Crunch Risks
Profitable companies running short on liquid cash due to unmonitored working capital delays.
3. Slow Month-End Decision Cadence
Leaders receiving financial reports 3 weeks after month-end with no forward variance commentary.
FP&A Deliverables & Work Products
Every FP&A engagement produces concrete, reusable assets for your finance function.
12-Month Rolling Forecast
Dynamic 3-statement financial model dynamically updated monthly to forecast revenue, OPEX, and net cash flow 12 months ahead.
13-Week Cash Flow Model
Granular weekly cash inflows and outflows tracker to protect working capital and ensure payroll liquidity.
Variance Analysis Package
Monthly Actual vs. Budget (AvB) analysis highlighting key variance drivers across revenue streams and department expense heads.
Executive KPI Dashboards
Real-time reporting dashboards built in Power BI or Excel tracking CAC, LTV, Gross Margins, and Burn Rate.
Scenario & Sensitivity Models
Best-case, base-case, and downside stress testing to simulate hiring plans, price adjustments, and market downturns.
Board & Investor Reporting Decks
Polished executive presentation packages designed specifically for board meetings and investor updates.
Our 4-Step FP&A Implementation Process
Financial Audit
We analyze past financial statements, historical data integrity, and chart of accounts structures.
Model Architecture
We build custom 3-statement forecast drivers tailored to your revenue model and operational drivers.
Monthly FP&A Cadence
Each month, we ingest actuals, update rolling models, and calculate variance analysis within 5 business days of close.
Executive Strategy Review
Monthly strategy session with leadership to review insights, scenarios, and strategic capital allocation.
Platforms & Software Integrated
We work seamlessly with your existing technology stack.
FP&A Service FAQs
What is the difference between accounting and FP&A?
Accounting focuses on historical accuracy?recording past transactions and preparing financial statements. FP&A looks forward?using historical data to forecast future performance, build scenario models, and guide strategic capital allocation.
How often are rolling forecasts updated in an FP&A engagement?
Rolling forecasts are updated on a monthly cadence following month-end close. This ensures executive leadership always has an agile 12-to-18-month forward view reflecting actual operating conditions.
What software and tools do you use for FP&A modeling?
We build custom models using Microsoft Excel, Power BI, Google Sheets, and specialized corporate performance management (CPM) tools integrated with accounting platforms like QuickBooks Online, Xero, and NetSuite.
Ready to Build a High-Impact FP&A Function?
Connect with our senior financial strategists to review your current reporting process and get a custom FP&A roadmap.