Planning, Budgeting
& Forecasting

Establish Financial Planning Rooted in Facts

From process transformation to technology implementation, we deliver scalable solutions that enable CFOs and FP&A teams to spend more time providing performance insights and less time gathering and compiling financial data. Applying our deep technical and functional systems expertise, we modernize financial and operational planning with a tailored approach, the right technology, and industry best practices.

Planning Process Review

Data Visualization & Analytics

Vision & Strategic Roadmap

Software Selection & Implementation

Scenario & Predictive Planning

What-If Analysis

Comparative Reporting

FP&A Maturity Assessment

Provide Relief for Your FP&A Team

Leave Excel-based budgeting and disparate legacy systems behind and leverage industry-leading platforms. In today’s modern business environment, financial leaders are relied upon to provide strategic guidance and insight into the organization’s performance and future financial outlook, and often at unprecedented speed. We understand your challenges and thrive in co-developing and implementing solutions to help your team alleviate the pain points that impede value-add activities.

  • Difficulty unifying disparate source systems
  • Inability to adapt to changing market conditions
  • Ineffective use of actual results to create forward projections
  • Inconsistent planning methodologies across departments
  • Errors from manual data and report compilation
  • Lack of what-if and scenario modeling
  • Risks from lack of governance or auditability
  • Ineffective, delayed reporting
  • Unpredictable consumer behavior

Gain a Competitive Edge with Leading Solutions

Confidently model and analyze performance in near real-time with streamlined processes and integrated cloud planning and forecasting solutions. From effectively managing working capital and cash flow to getting a leg up on your competition, our team brings 20+ years of operational and financial systems expertise to help select and implement the right-fit technologies for your organization.

Microsoft Logo
Power BI
Sage Intacct

Rely on a Team Capable of Meeting All Your Needs

Our team-based approach to implementation offers a range of essential, multidisciplinary skill sets—from business process engineering to technical solutions expertise—that supplement and support your finance and IT departments. By collaborating as an aligned unit from kickoff to completion, we ensure each stakeholder understands and agrees with key decisions and your team efficiently builds new skills that put them in control of the implemented solution. Irrespective of project size and requirements, you can expect team continuity, transparent communication, and cross-functional cooperation every step of the way.

Scalable Financial Solutions to Meet You Where You Are

Icon 5

Fortune 500 Enterprises

Is your finance organization strapped for time? We’ll give you hours (and your sanity) back. Our specialized financial experts can help you modernize, automate, and innovate faster.

BOLSTER OUR finance team
Icon 5

Middle Market Organizations

Not ready to hire but need higher-level financial leadership? We’ve got you. Keep your costs down and your team fresh all while leveling up your financial health with Netsuite.

we need financial expertise

Make Your Future Vision a Reality with SC&H