Financial Planning & Analysis

Transform your FP&A function from spreadsheet chaos to connected planning. Cut your close time by 67%, build accurate forecasts, and give leadership real-time visibility

Start your FP&A transformation

5-7 days

Average close time (vs 15-20 days with spreadsheets)

85%

Time saved on consolidation

Real-time

Actuals vs plan visibility

What We Build for Finance Teams

End-to-end FP&A solutions that connect budgeting, forecasting, reporting, and consolidation on a single platform.

Budgeting & Planning

→ Annual budget and quarterly reforecast cycles
→ Driver-based modeling (revenue, headcount, OPEX)
→ Department collaboration with controlled inputs
→ Scenario planning and what-if analysis

Financial Consolidation & Close

→ Multi-GAAP consolidation (IFRS, US GAAP)
→ Automated intercompany eliminations
→ Multi-currency translation and reporting
→ Close checklist management and variance analysis

Rolling Forecasts

→ Monthly or quarterly rolling forecast refresh
→ Variance analysis: forecast vs actuals vs budget
→ Integrated with pipeline (CRM) and run-rate data
→ Forecast accuracy tracking

Management & Board Reporting

→ Real-time KPI dashboards (revenue, EBITDA, cash)
→ Automated board pack generation
→ P&L, balance sheet, cash flow reporting
→ Segment, product, and regional reporting

Headcount & Workforce Planning

→ Headcount planning by department and role
→ Salary and benefits expense modeling
→ New hire approval workflow
→ Org structure scenario modeling

Capital Planning (CapEx)

→ CapEx project request and approval workflow
→ Multi-year capital plan by category
→ Depreciation and amortization modeling
→ Integration with fixed asset register

Platforms We Implement for FP&A

We're platform-agnostic and recommend the right tool for your budget, complexity, and user count.

Anaplan

Best for large enterprises (200+ users) needing cross-functional planning beyond just Finance — connecting FP&A with S&OP, Supply Chain, and Workforce Planning.

Sweet spot: $500M+ revenue, multi-region, complex consolidation, frequent model changes

Jedox

Best for mid-market companies (50-500 users) that live in Excel and need familiar interfaces with powerful backend modeling and consolidation.

Sweet spot: $100M-500M revenue, 5-20 entities, Excel power users, tighter budget

OneStream

Best for companies needing unified CPM — consolidation, planning, reporting, data quality, and financial data management in one platform.

Sweet spot: $200M+ revenue, replacing Hyperion or SAP BPC, complex consolidation rules

Workday Adaptive Planning

Best for Workday HCM customers who want native integration between workforce planning and financials with minimal IT involvement.

Sweet spot: Workday ERP customers, services/SaaS companies, faster time-to-value

How We Implement FP&A Solutions

Our proven 5-phase framework delivers FP&A platforms in 3-6 months, depending on complexity.

Discovery & Design
We audit your current FP&A process, interview stakeholders, map data sources (ERP, CRM, HRIS), and design the target solution with mockups and data flow diagrams
Platform Setup & Data Integration
Build the platform infrastructure, connect to source systems (SAP, Oracle, NetSuite, Salesforce), set up dimensions (entity, department, product, GL account), and load historical data
Model Build & Logic
Build budgeting models, consolidation logic, driver-based forecasts, reporting dashboards, and workflow approvals. Iterative review with finance team every 2 weeks
User Testing & Training
Conduct UAT with finance team, fix bugs, train power users and end users, create documentation and quick-reference guides
Go-Live & Hypercare
Launch the platform for the next planning cycle (budget, forecast, or close), provide daily support during first cycle, monitor adoption, and optimize based on feedback

Capabilities

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Close Takes 15+ Days

Multi-entity companies manually consolidating in Excel with intercompany eliminations taking a week. We automate consolidation and cut close to 5-7 days.

Forecasts Are Always Wrong

Finance builds forecasts without input from Sales or Operations. We connect the forecast to pipeline (CRM) and run-rate data for accuracy.

Budget Process Takes 3 Months

Department managers submit budgets in Excel, finance consolidates manually, 5 rounds of revisions. We build workflow-driven budgeting with version control.

Leadership Has No Real-Time Visibility

CFO waits until close is done to see actuals. We build dashboards that show actuals vs plan daily with drill-down to GL detail.

Multi-Currency Headaches

Companies reporting in USD but operating in 10 currencies. Manual revaluation and translation. We automate FX translation with daily rate updates.

M&A Integration Chaos

Just acquired a company with different chart of accounts and ERP. We map their data into your planning platform for consolidated reporting.