Financial Planning & Analysis (FP&A) Support
Forecasts that clients actually use.
FP&A support that goes beyond spreadsheets scenario analysis, variance explanation, and forward-looking guidance for your clients’ board conversations.
Financial Planning & Analysis (FP&A) Support
FP&A is where accounting meets strategy. But most firms’ FP&A work stays tactical: monthly variance analysis, forecast updates, and budget-vs-actual reports that tick a compliance box but don’t drive decision-making. We deliver FP&A that clients use. We build flexible forecast models, run scenario analysis (best-case / base / downside), and prepare variance explanations that help your clients understand not just what happened, but why – and what to do next. Your team stays close to the relationship. We handle the model build, the data architecture, and the analytical heavy lifting.
What We Deliver
Annual Budget and Forecast Models
Multi-year budget models with flexible assumption layers so your clients can test different growth, pricing, and cost scenarios.
Monthly Variance Analysis
Actual vs. budget vs. forecast variance with root-cause analysis – drilling down to product line, channel, or cost category level.
Scenario and Sensitivity Analysis
Best-case / base / downside scenarios with sensitivity tables showing how earnings move with changes in key drivers (volume, pricing, COGS, OpEx).
Cash Flow Forecasting
13-week rolling cash flow with working capital assumptions, debt service schedules, and covenant tracking.
Profitability Analysis by Segment
Product, channel, or customer profitability analysis — showing which parts of the business drive returns and which don’t.
Headcount and Payroll Forecasting
Headcount plans linked to cost forecasts, including salary increases, benefits, and payroll tax progression.
Executive Dashboard and Reporting
Monthly reporting packages designed for board or investor consumption — clean visuals, clear stories, actionable insights.
Ad-hoc Financial Analysis
Deep-dive analysis on pricing, customer lifetime value, cost structure, or capital allocation – supporting specific business decisions.
By Market
Model standard: GAAP, with working capital and cash flow emphasis.
Common scenarios: Revenue growth sensitivity, COGS inflation, margin compression, acquisition impact.
We support manufacturing, services, SaaS, and hybrid models. Working capital optimisation and cash conversion cycle analysis standard.
Model standard: IFRS or adapted GAAP, with VAT and corporation tax
mechanics built in.
Common scenarios: Brexit impact (supply chain, pricing), interest rate sensitivity, export pricing, R&D credit planning.
Brexit-aware currency and tariff scenarios supported. UK corporation tax and dividend tax planning integrated.
Model standard: AASB, with GST and company tax rate factored in.
Common scenarios: Mining and commodity exposure, interest rate sensitivity, asset depreciation and R&D credit impact.
If your client is NDIS or aged care focused, our team understands funding model sensitivities and revenue contract variations.
Model standard: IFRS or ASPE as applicable, with multi-provincial tax mechanics.
Common scenarios: USD/CAD currency exposure, provincial tax rate variation, export pricing, R&D tax credit optimisation.
Multi-entity consolidation and transfer pricing scenarios supported.
Model standard: NZ IFRS, with imputation credit and depreciation deduction mechanics.
Common scenarios: Interest rate sensitivity, agricultural and export commodity exposure, investment income impact.
Shareholder return and dividend imputation scenarios supported.
Model standard: IFRS under UAE corporate reporting requirements.
Common scenarios: Oil and commodity exposure, VAT impact, local partnering arrangements, expat payroll and visa cost impact.
Group consolidation and intragroup financing impact supported.
How FP&A Support Works
Month 1: Model Architecture
We meet with your firm and client to understand the business model, key drivers, and reporting needs. We build the template.
Month 2: Historical Calibration
We backfill 2–3 years of actual data, calibrate assumptions, and validate the
model against known results.
Months 3+: Rolling Operations
Monthly actual data loads in. We calculate variances, update forecasts, and prepare variance explanation and monthly reporting packages. Your team reviews and presents to the client.
Quarterly: Scenario Updates
We refresh forecasts based on latest performance and market data. Any new
scenarios (new product launch, acquisition, market shift) are modelled and presented.
Annual: Budget and Long-range Plan
We build next year’s budget and multi-year plan, incorporating board guidance
and market outlook.
Without FP&A, clients fly blind. They react to numbers rather than anticipating change. Board meetings focus on historical performance, not forward strategy.
With FP&A, clients see around the corner. They test decisions before committing. Board conversations shift from “what happened” to “what should we do.” For your firm, FP&A is also a relationship deepener. You’re no longer the bookkeeper or tax preparer. You’re the CFO voice at the strategy table.
The Numbers That Matter
300+
Monthly models
90%+
Ready to move your clients’ financial planning from reporting to strategy?
Let’s discuss your FP&A opportunity.
