FINANCIAL PLANNING & ANALYSIS
Improve your enterprise through structured and strategic financial planning & analysis.
Our financial planning & analysis services are designed to help our clients forecast more accurately, analyze results and make better business decisions.
We believe in applying the tools of financial planning & analysis to every aspect of business operations.
Our diagnostic approach to FP&A ensures we can identify what your company needs, so we can deliver precisely that.
some of the things we do:
- Fully Integrated Financial Modeling to Support Key Decision Making
- Cost/Benefit Analysis
- Business Case Development
- Long-Term Strategic Planning
- Forecasting, Including Balance Sheet, Cash Flow and P&L Forecasts
- Budgeting, Including Establishment of Ground-up Budgeting Process and Methodology and Template Development
- Pricing, Profitability and Gross Margin Analysis
- Evaluation of Salesforce Effectiveness and Compensation Plans
- KPI Development, Benchmarking and Competitive Analysis
- Assessment of Effectiveness of Finance Team and Process Improvement
- Development of Cost Accounting Standards for Manufacturing Companies
FP&A Insights
Get familiar with our unique perspective in the content below, or visit our Insights page for more.
Navigating Post-Acquisition Risks and Challenges: A PE-Backed Company’s Transformation Journey
Explore a video equipment rental company’s success story post-Private Equity acquisition – from challenges to growth, discover our transformative approach in action.
February 13
Financial Modeling for Mixed-Use Retail and Residential Development
In this article, well delve into mixed-use development, examining disparities between retail and residential components and their impact on the financial model.
November 3
Sales Capacity Models: A Deep Dive into Mastering Growth
All businesses set revenue targets as a common practice. However, the real challenge lies in understanding what it takes to meet those targets. This is where the concept of Sales Capacity Modeling comes into play.
September 22
3-Statement Modeling: A Comprehensive Financial Approach
A 3-statement model is a comprehensive financial model that integrates the income statement, balance sheet and statement of cash flows. It provides a holistic view of a company’s financial performance and future projections. By automating the relationships between these statements, changes in one statement automatically impact the others, providing a more accurate and dynamic representation of the company’s financial position.
September 13
get in touch.
Move your company’s Financial Planning & Analysis function from compliance fulfillment reporting and incremental budgeting activity to critical analysis. Fill out this form to learn more about how 8020 can help you with your next Financial Planning & Analysis project.
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