FP&A Expertise offers a broad range of services to meet your FP&A needs. The service offering covers the spectrum of analytical needs from department development and design to long range and strategic planning. If you are interested in re-evaluating or installing an FP&A department in line with your mission, vision and values, please continue to the services section of the site for more detailed information.
Greenfield FP&A Design and Establishment
Many early stage companies are adept at closing the books but have not yet evolved to the point of spending time understanding their results. Greenfield FP&A Design and Establishment is a service for organizations seeking to move to the next level in their financial sophistication to better understand results and drive improved outcomes in profitability. Read More
Established FP&A Department Refinement
Companies with an established FP&A Department sometimes follow a cadence of analytics because it is something that has always been done. Often, those processes and their associated analytics are not as relevant as when they were first installed and need to be re-assessed for the relevant size and growth trajectory of the company. Stale analytical tools that no longer yield the necessary insights for advising business leaders can be re-tooled for better decision making. Processes can also fall out of step with current business needs and often present opportunities for greater efficiency so that analysts can get to data more quickly and even in real time allowing business decision makers to be more nimble. Read More
Planning Services
When it comes to the last quarter and a half of the fiscal year most are gearing up for planning season. Many FP&A teams are stretched and planning season is a challenging time that can sometimes call for outside assistance. Some companies are just getting to the stage of institutionalizing formal planning processes. The core of planning is not just in developing and following a process but in setting the right objectives for the following year’s performance and measuring outcomes. Establishing those objectives can be crucial for understanding where the organization is going and for aligning the organization to its mission, vision and values. Read More
Systems
Harnessing the data an organization has is a widespread challenge and most organizations are hesitant to make significant investments in reporting or business intelligence tools. This hesitation is actually quite prudent for a number of reasons. Primary among those is that fact that most reporting and analysis ends up in excel. Promises of full automation of analytics from systems typically fall short and it is always wise to assess what can truly be achieved from an implementation. Read More
FP&A Services
Growing organizations sometimes find that there are only certain pieces of the FP&A process that they are missing. Sometimes adding just a few more disciplines can add tremendous insight and lead to better decisions. Read More