FP&A as a Function
Delivered as a Professional Service
Driver-based, fully integrated nested suite of models
Built using the same operational drivers as inputs into the designated input models, forming a mirror image of how the business actually operates. This ensures credible, transparent, and scenario-ready projections.
Comprehensive financial planning framework
Encompassing detailed budgeting, forecasting, and multi-year strategic planning that produce integrated P&L, Balance Sheet, and Cash Flow statements adhering to double-entry accounting principles.
Automated data integration and consolidation
Using Power Query and Power BI to unify data from multiple entities and systems into a single source of financial and operational truth.
Investor-ready Management Reporting Package (MRP)
Providing a complete suite of board and investor reports with clear visual and narrative linkage between operational activities and financial outcomes.
Scenario and sensitivity analysis capabilities
Cashflow control and liquidity forecasting
Offering forward-looking visibility across all operating and investment activities.
Collaborative business partnering
Integrating FP&A processes with HR, Sales, Operations, and other functions to connect decisions, costs, and performance outcomes in real time.
Rapid deployment through Microsoft 365 / Windows 365
Enabling secure, cloud-based rollout of a fully functional FP&A system within any business structure, from single-entity setups to group environments.
End-to-end ownership
From data preparation, model design, and financial processing to management reporting and insights delivery, ensuring the entire FP&A lifecycle operates seamlessly.
Flexible engagement options
Available on a daily rate, fixed-term contract, or retainer basis, providing full FP&A functionality remotely, with immediate impact and zero disruption to existing systems.