A top priority of a growing company is to build a finance team that can scale with its business. While a strong accounting team is initially more than adequate to support a company’s operations, companies grow and become more complex and inevitably need to add a different kind of expertise: financial planning and analysis (FP&A).
FP&A provides a company with robust financial performance management capabilities. There are three pillars to this work: the plan to perform cycle, management reporting, and modeling & analysis. While historical analysis and trend reporting are key components, the highest value-add is delivering improvement based on insights into a company’s future financial performance.
Financial performance management covers a wide range of practices and processes. We work with clients on this array to address business issues under the financial performance management umbrella.
Partner Joe Greenhalgh leads this service group and applies his extensive experience in financial planning, analysis, and modeling in partnering with the leaders of small to mid-sized businesses to help them improve their companies’ financial performance. A versatile financial professional, Joe has broad experience in financial planning & analysis, investor relations, financial operations management, and process improvements that drive increased efficiency and cost savings.
Here are key solutions we deliver in our Financial Performance Management practice.
Assessment of Plan to Perform Cycle
We evaluate your current system, including:
We review and refresh your reporting system, including:
Financial Modeling & Analysis
We consider improvements for modeling and analysis, such as:
An initial assessment of your financial performance management can save your company time and money. It can also improve your overall effectiveness. We help companies of all sizes to make this significant difference.