Businesses need to know how they are performing financially, both at a macro- and micro-level. They need to know that performance specifically, not just how but where and why. They also need a roadmap of where they are going, and a partner to help get them to their destination.
Partners In Results can help your organization create or upgrade its finance team, processes, and systems to deliver financial performance reporting, insights, and forward looking roadmaps for success.
Explore below some of the elements of the FP&A cycle, along with case studies of where we helped build or rebuild them. For a more in depth discussion of YOUR circumstances and needs, ...
Producing Financial Statements - in internal or external form - is the output of the Accounting cycle and the beginning of the FP&A Cycle. You need to know how the business is performing, in a GAAP format, and how that compares to expectations and prior performance.
Key features and potential issues here can include
Not only do you need to know how things look overall, you need to be able to drill down or up with confidence, or "pivot the cube", to see how totals break down, and details add up. How are individual products performing? Which clients, geographies, or sales channels are succeeding? These are just a few deeper level questions a good FP&A process can answer.
Key issues here can be
Knowing what happened is important. Knowing where you're going might be even more critical. Good companies forecast how their year is going to end up based on what has happened so far (year-to-date actual results) and supportable trends for the remainder of the year (balance of year). Some companies have longer rolling forecasts (18-24 months).
Key issues
Budgeting for the next fiscal year is how most organizations (a) set performance targets, (b) measure and reward performance, and (c) ensure that the strategic plan is achieved.
Like with Forecasting and Strategic Planning, some issues here are
Forecasting, Budgeting, and Strategic Planning are all forward looking "estimating", distinguished by the time horizon, and level of depth. While Forecasts and Budgets are shorter term, and ideally bottoms up, Strategic Plans are longer term, 3-5 years generally. Their focus is less on the detailed numbers that add up correctly, and more about providing high level financial output metrics associated with growth and operational initiatives.
Key Features and Issues
A world class Finance function helps the business bridge lofty strategic plans with the realities of current performance. It highlights where things are humming along, and where improvements are required. And it acts as the business partner to help the business achieve its objectives.
Key Features here are
Review and download examples of where we have engaged with businesses and driven results through FP&A.
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