Helping your finance/accounting departments gather, analyze, and strategically utilize data
We can help your growing business use operating and accounting data to drive long-term financial and operational strategy. We like to think of FP&A as not only Financial Planning & Analysis but as the ability to realize your business's Full Potential through Analytics.
Get in touch with us to set up a consultation, or use the contact form at the bottom of this page to inquire whether our services are right for you.
Areas of Practice
Budgeting / Forecasting
We have experience in creating complex long-term budgets using numerous ERP systems. We can help your business efficiently create a long-term capital allocation strategy that ties together revenue and expenses to increase margin.
Financial modeling
We can design operational/financial models to analyze potential long-term outcomes from the options you have available to you today. Whether its creating proforma financials or analyzing rates of return on different capital allocation scenarios, we can create models to provide insight.
Management REporting and Dashboards
In today's business environment, data comes from different sources with different context. We can help your business manage and link together disparate data that ultimately feeds your bottom line. FP&A Advisors creates reporting that is timely, accurate, and influences decision making.
BUSINESS STRATEGY & AdVisory
This is where we can take a step back to holistically assess and help you prioritize your key areas of need. We can tie together tactical solutions to help build a cohesive and actionable strategy to help your business realize its full potential through analytics.
Data process automation
Finance and accounting professionals are increasingly spending time gathering data instead of analyzing it. We can help by creating long-term solutions in Microsoft Excel and Access that will free up your team's time and increase accuracy due to less human intervention.
“Data, I think, is one of the most powerful mechanisms for telling stories. I take a huge pile of data and I try to get it to tell stories.”
