Transforming financial data into insight, foresight, and leadership-ready support needed to make timely, relevant decisions.
Financial Planning and Analysis (FP&A) transforms accurate accounting data into structured reporting, forecasting, and analysis that support informed leadership decisions. This analysis provides clarity on performance, trends, and future scenarios.
Services | Outcome | How This Fits Within the Finance Function
When Services Is Appropriate
- Leadership needs clear, decision-ready financial information
- The organization requires structured monthly reporting
- Budgeting, forecasting, or scenario planning is needed
- Boards, funders, or lenders require financial reporting
- Leadership needs support interpreting results or evaluating trends
- The finance function is stable and ready for insight-level work
Services
Budget development is a cross-functional process that incorporates input from program leads,
operations, development, and the senior team. We promote a bottom-up and top-down
approach to ensure the budget reflects operational reality, organizational priorities, and
financial expectations. It is an all-inclusive approach that supports all levels of involvement. This
process creates a budget that is operationally grounded, strategically aligned, and financially
sound.
Key Activities:
- Facilitating budget development with cross-functional departments
- Aligning assumptions with the senior team
- Reviewing historical trends to inform planning
- Structuring the budget to reflect programs, departments, and funding sources
- Supporting revisions throughout the planning cycle to maintain alignment with evolving priorities
Objective financial analytics used to understand performance, trends, and financial condition.
FP&A inherently includes the interpretation of results to explain what is happening and why. It
provides the analytical foundation for understanding organizational performance and
emerging risks.
Key Activities:
- Budget-to-actual analysis
- Revenue and expense trends
- Cash flow analytics
- Reserve analysis
- Ratio analysis (liquidity, reserves, performance)
- Program/project/grant financial slicing
- Going concern indicator
Forward-looking models that help organizations understand future financial trajectory. These
models quantify potential outcomes and support long-term planning.
Key Activities:
- Cash flow projections
- Reserve forecasts
- Five-year financial projections
- Scenario models (best, base, and worst case)
Outcome
Clear, decision-ready financial information that enables leadership, boards, and funders to understand performance, evaluate trends, and make informed decisions.
Finance Function Role
FP&A is the Financial Management component of the finance function. It relies on accurate accounting data and stable financial operations to produce meaningful analysis. FP&A interprets results, supports planning, and provides leadership with the insight required to guide the organization and make informed decisions.