Financial Planning & Analysis

Financial Planning & Analysis (FP&A)

Analyzing the Results

Your financial statements tell you where you’ve been, but financial analysis can tell you where you’re going. Predicting future sales by making assumptions based on the current run rate, economic conditions, and the historical data of the company is the starting point for developing 3-5 year financial projections to aid in valuing a company. Whether the data is in pie charts, graphs, or columns of numbers, knowing how to slice and dice your financial data is key to better understanding your business, your clients and your key vendors.

FP&A Services

  • Prepare annual budget
  • Create financial dashboard
  • Calculate margins
  • Calculate profitability by product, service, customer, region
  • Determine top 10 clients by revenue and/or profitability
  • Determine if there is customer concentration risk
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