Financial Planning & Analysis (FP&A)
Outsourced FP&A That Scales With Your Business
Get financial models, forecasts, and strategic insights to transform data into action.
What to do when financial uncertainty becomes a business risk?
When you’re running a growing business, you don’t want financial visibility to feel like a fog. Maybe you're a Series A startup burning through cash faster than expected, or an established company facing new market pressures without clear financial guidance. No matter the scenario, you need clear and actionable financial data to drive decisions for the future.
Your Strategic Finance Partner.
As your strategic FP&A department, we deliver custom-built financial models and insights tailored to your business needs. Whether you need sophisticated cash flow projections or board-ready variance analysis, we provide transparency that transforms complicated data into actionable reports. You get the insights when you need them, in formats that make sense for your business.
Our Complete FP&A capabilities include:
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Financial Modeling. Receive income statements, balance sheets, and cash flow models built for your specific business drivers.
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Budget & Forecasting. Use rolling forecasts that adapt to your changing business reality.
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Performance Analytics. Obtain monthly variance analysis and KPI dashboards that actually drive decisions.
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Scenario Planning. Explore and model different growth strategies, market conditions, or investment scenarios.
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Board Reporting. Share executive-level presentations that build confidence with investors and stakeholders.
How We Ramp Up Quickly.
Get rapid results with our proven process for financial model management.
Business Model Deep Dive
We immerse ourselves in your business to understand revenue drivers, cost structure, and growth dynamics. We work with you or your management team to ensure we understand the nuances and goals of your organization.
Model Development & Testing
We build comprehensive financial models using advanced Excel and specialized FP&A software, then test them against historical data to ensure accuracy and reliability.
Ongoing Strategic Partnership
You receive monthly reporting, quarterly reforecasting, and support for major decisions. We stay available to help you understand, collaborate, and dig into the data as you see fit.