FP&A Roadmap

This is our deep dive. We build and implement an FP&A framework of tools and processes to ensure methodical and strategic decision making going forward.

• Review existing analytical and reporting tools

• Refine or build models, budgets, planning analytics, and forecasts, designed for precision and insight

• Establish repeatable processes for ongoing compliance

• Develop informative yet simple reporting

• Champion data-driven KPI development

• Outline and implement strategic initiatives across multiple business functions

KPI Development

The focus of this project is to analyze the available financial and qualitative data, with the goal of determining the set of KPIs that drive impact and returns.

Whether for a startup company looking to refine its vision for the next year, or on behalf of a VC or PE fund for each company in its portfolio, our KPI Dashboard identifies the 3-4 critical levers the organization can adjust to achieve meaningful change.