Financial Planning & Analysis Consulting

Unlike traditional firms that rely on junior teams or contractors, we embed highly experienced operators directly onto your team.

Our consultants are chosen from the top 10% of the market and are our full-time employees who combine deep technical expertise with hands-on operational experience, averaging 20+ years in the field.

This means you get the perfectly chosen expert for your specific needs, who operates as an extension of your team, drives immediate results, and elevates your entire finance operation through their proven methodologies and industry knowledge.

We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.

Each consultant must demonstrate exceptional technical expertise, strategic thinking, and a proven track record of success across challenging business environments.

Our consultants have actually "sat in the seat" - meaning they've held senior finance positions and truly understand the day-to-day challenges of running finance operations. This combination of technical knowledge and practical experience matched to your specific challenges enables them to deliver superior results.

Our leadership & Client Services teams are made up of experienced finance and accounting consultants themselves, so they actually viscerally understand what your challenges are and who's best suited on our team to solve them.

We also use a precise diagnostic approach to match the right expert to your specific challenges by carefully evaluating project requirements, industry context, and technical needs to deploy consultants with directly relevant experience.

Our very selective hiring process maintains a diverse pool of specialists across many finance disciplines, ensuring we can address any financial challenge with the exact expertise needed. While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.

This strategic matching process, refined over years of successful engagements, maximizes project success and client satisfaction.

Corporate Financial Planning & Analysis (FP&A) refers to the process of analyzing financial data to support business decision-making.

It typically includes:
- Financial forecasting and budgeting
- Variance and trend analysis
- Performance monitoring through KPIs
- Strategic planning and modeling

The goal of FP&A is to improve financial visibility, optimize performance, and support sustainable growth.

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.

FP&A consultants often examine key financial and operational drivers that impact business performance.

This might include analyzing contribution margins, developing forecasting models, reviewing KPI tracking systems, or enhancing management reporting packages.

The specific focus areas are determined by your organization's priorities and opportunities for improvement.

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.

Our consultants bring extensive FP&A expertise across industries and company sizes. Whether working with growth-stage businesses or established enterprises, we adapt our approach to match your organization's complexity and objectives.

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