Financial Planning & Analysis (FP&A)
Expand your insights and transform strategic value
A successful FP&A function should align long-term strategic plans with day-to-day operating realities to fuel long-term financial growth. We help you chart the path forward by identifying the processes, tools and financial planning solutions needed to turn your vision into reality.
Translating data into actionable insights
Budgeting & Forecasting
Budgeting, strategic planning and forecasting are core processes of successful companies and, when executed properly, provide competitive advantage. We believe these core processes are interrelated, so we consider annual budgets, quarterly forecasts and long-range strategic plans all part of a wholistic approach.
Modeling & Analysis
Modeling and analysis improves your understanding of the ‘why’ behind your operations, which is one of the first steps in creating long-term business value. We help clients analyze pricing, cost structure, organizational structure and product portfolio to develop financial and operational models that allow you to understand what is moving the needle, establish effective reporting and increase profitability.
Reporting & KPI Development
Reporting and KPI development are key to understanding how you will measure your business, knowing if you are making progress and where you will need to invest or de-invest to optimize returns. We assist with monthly reporting packages and identifying the right KPIs to harness relevant and insightful metrics to fuel profitability.
Strategic Decision Support
Whether you are considering entering a new market, expanding a product line or tackling special projects requiring dedicated focus, it’s critical to understand the key decisions and inflection points required to get to the next level. Our team of experts first provides strategic, analytical and project management support. By assessing your current state and diving into scenario models, we work to understand the impacts and effects of partnership with your team, with consideration to potential decisions along the way.
Transaction Support
Merging processes and systems is challenging after M&A transactions take place. Our team supports you before and after the transaction by merging FP&A processes and teams, developing combined budgets and strategic reports and helping establish and monitor Transition Service Agreements (TSAs). We also have proven experience helping hypergrowth clients establish strategic fundraising models to provide investors with answers to questions they need to take the next step.
Sales Commissions & Sales Ops Support
Your sales team is largely responsible for driving new business, which makes incentives such as commission an effective, efficient and transparent strategy to achieve top-line goals. We improve commission plan designs and processes by improving them through effective procedures, communications, reporting, internal controls and enabling scalable solutions through sales commission calculation software implementation.
Our sales commissions & sales op support includes:
• Commission Plan Design
• Commission Process Support and Management
• Commission Systems Implementation
Budgeting & Forecasting
Budgeting, strategic planning and forecasting are core processes of successful companies and, when executed properly, provide competitive advantage. We believe these core processes are interrelated, so we consider annual budgets, quarterly forecasts and long-range strategic plans all part of a wholistic approach.
Modeling & Analysis
Modeling and analysis improves your understanding of the ‘why’ behind your operations, which is one of the first steps in creating long-term business value. We help clients analyze pricing, cost structure, organizational structure and product portfolio to develop financial and operational models that allow you to understand what is moving the needle, establish effective reporting and increase profitability.
Reporting & KPI Development
Reporting and KPI development are key to understanding how you will measure your business, knowing if you are making progress and where you will need to invest or de-invest to optimize returns. We assist with monthly reporting packages and identifying the right KPIs to harness relevant and insightful metrics to fuel profitability.
Strategic Decision Support
Whether you are considering entering a new market, expanding a product line or tackling special projects requiring dedicated focus, it’s critical to understand the key decisions and inflection points required to get to the next level. Our team of experts first provides strategic, analytical and project management support. By assessing your current state and diving into scenario models, we work to understand the impacts and effects of partnership with your team, with consideration to potential decisions along the way.
Transaction Support
Merging processes and systems is challenging after M&A transactions take place. Our team supports you before and after the transaction by merging FP&A processes and teams, developing combined budgets and strategic reports and helping establish and monitor Transition Service Agreements (TSAs). We also have proven experience helping hypergrowth clients establish strategic fundraising models to provide investors with answers to questions they need to take the next step.
Sales Commissions & Sales Ops Support
Your sales team is largely responsible for driving new business, which makes incentives such as commission an effective, efficient and transparent strategy to achieve top-line goals. We improve commission plan designs and processes by improving them through effective procedures, communications, reporting, internal controls and enabling scalable solutions through sales commission calculation software implementation.
Our sales commissions & sales op support includes:
• Commission Plan Design
• Commission Process Support and Management
• Commission Systems Implementation
