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. Our experienced professionals help accelerate your unique business goals through:

  • Financial and operational planning process review
  • FP&A organization maturity assessment
  • Strategic roadmaps and prioritization
  • Defining impactful business drivers and financial metrics
  • Modern, industry-leading, integrated solutions implementation
  • Scenario planning, predictive planning, and what-if analysis
  • Forecasting, budgeting, planning, and comparative reporting automation

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.

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.

Learn More About Our BPM Practice And What We Can Do For Your Organization

Contact Us Today