Strategic FP&A Support
OFFERING OVERVIEW
FP&A horsepower for a CFO who's overwhelmed or being held to private-equity reporting standards for the first time. Our team maintains the data work behind the forecasts, models, and KPI reporting the board expects through AI-enabled workflows, so our senior FP&A talent delivers insight on performance, cash, and growth trade-offs quickly and at a fraction of the cost of a new hire, working alongside your existing finance leader rather than replacing them.
Included capabilities
FP&A Support
FP&A capacity for the CFO who's suddenly held to PE-grade reporting standards. Maintains forecasts, models, and KPI reporting for a CFO who is overwhelmed or being stood up to PE reporting standards.
Financial Model Set Up
A three-statement model built for how your board actually plans and forecasts. Three-statement model tailored to the business for forecasting, scenario analysis, and cash planning.
KPI Package Build
The KPIs your board expects, tracked on a schedule you can set your calendar by. Defines the operating and financial KPIs your board tracks and builds the recurring dashboards and reporting schedule that keep them current.
