Financial Planning and Analysis
Importance of FP&A
Financial planning and analysis (FP&A) is vital to a business as it provides insights into financial performance, helping leaders make data-driven decisions. It involves budgeting, forecasting, and scenario planning, ensuring the company allocates resources effectively and prepares for potential risks or opportunities. FP&A supports sustainable growth, improves profitability, and enhances long-term financial stability
FP&A Package
Create Financial Model
Model to include:
Income Statement
Balance Sheet
Statement of Cash Flows
Client provides initial assumptions:
Duration of Forecast (1 to 3 years)
An initial revenue forecast
Target margin
Historic breakdown of direct/operating costs
Growth percentages for SG&A cost
Create initial budget
Review Initial Budget with Budget Owner:
Document feedback from budget owner
Make necessary adjustments
Obtain final sign off from budget owners
Reporting:
Deliver paginated budget reports in PDF
Deliver data file for upload into ERP
