Financial Planning & Analysis Consulting

Our FP&A consultants typically focus on identifying revenue opportunities and optimizing profit margins through sophisticated analysis and modeling. They can enhance decision-making through dynamic forecasting tools, streamline reporting processes, and implement scalable solutions that connect financial insights to operational execution.

The specific approach is tailored to your organization's unique needs and objectives.

Our experienced consultants are skilled at rapidly integrating into organizations while minimizing disruption to existing operations. The specific timeline varies based on your needs and project scope, but our consultants bring extensive experience that allows them to quickly understand your business dynamics and begin delivering value.

We emphasize both immediate impact and sustainable long-term results.

Consultants examine all aspects of your financial planning function, including:

• Forecasting and budgeting models
• Reporting and dashboard tools
• Key performance metrics and drivers
• Data collection processes and consolidation methods
• Month-end close, variance analysis, and executive reporting

The goal is to identify gaps, improve accuracy, and implement scalable planning processes.

Contract lengths are flexible and structured around your specific needs and objectives. While engagements can vary significantly, we focus on ensuring adequate time to implement improvements, transfer knowledge, and establish sustainable processes.

Our goal is to create lasting value that continues well beyond our involvement.

8020 consultants work with a wide range of organizations:

• Growth-stage businesses needing structured financial planning
• Established companies preparing for investor, board, or audit scrutiny
• Finance teams seeking stronger forecasting, reporting, or KPI discipline
• Firms navigating M&A, restructuring, or operational complexity
• Leadership teams aiming for tighter alignment between finance and strategy

Each engagement is customized to address specific challenges while leveraging proven best practices from our broad experience.

An FP&A consultant evaluates your current planning processes and financial data, then implements improvements. Key responsibilities include:

• Building driver-based forecasting and budgeting models
• Streamlining financial processes and reporting
• Developing dashboards and KPI frameworks for leadership
• Performing scenario and sensitivity analysis
• Embedding with finance teams to execute improvements and transfer knowledge

FP&A consulting introduces best practices and tools to make forecasts more accurate and budgets more actionable. Consultants can implement rolling forecasts, driver-based budgeting, scenario modeling, and KPI tracking. The result is faster, more reliable planning that aligns with operational drivers and supports executive decision-making.

Companies typically hire an FP&A consultant when:

• Forecasts are often inaccurate or inflexible
• Budget cycles are slow or misaligned with operations
• Leadership lacks visibility into revenue, margin, or cash flow drivers
• Reporting does not support executive or board decisions
• The business is scaling, restructuring, fundraising, or undergoing transformation
• The finance team needs senior support before making a permanent hire

Engagement length varies by scope:

• Short-term projects (Xmonths) focus on building or improving specific models or reports
• Comprehensive transformations (X months) include full planning function redesign, embedded consulting, and process ownership
• Contracts can be scaled up or down based on business needs.