Financial Planning & Analysis

Financial Planning & Analysis (FP&A) functions as a bridge between operations, management and business owners with a focus on aligning corporate strategy with execution and performance tracking. Our FP&A team has the goal to provide rapid decision support across your business or enterprise based on data from all aspects of the organization (mostly operations, and accounting) in addition to industry/external data sources. FP&A primarily focuses on:

Analytical Activities

FP&A is adept at combining financial, operational, and external data into one place for meaningful insights into the business performance. It is crucial to informed business decision making, and though broad, it is one of the most powerful tools available to company leaders. Analytical activities includes custom analyses such as dynamic dashboard using real-time data, best-in-class/industry comparisons, cash flow management, automation, synergies, what-if scenario planning, and many more.

Budgeting

As the most detailed perspective of the planning life cycle, the budget is the plan to accomplish annual goals. The results of the annual budget are typically loaded into the ERP/planning system for reporting comparability, to determine department spend budgets, and establish bonus metrics. This “bottom-up” approach includes detailed profit center and costs center budgets by month and by account grouping or specific accounts.

WANT TO GROW YOUR COMPANY? LEARN ABOUT OUR FP&A SERVICES

Get in touch with us to learn more about our FP&A services and how they can benefit your company, regardless of your industry or size.

Forecasting

Medium term, typically the next full business cycle year with focus on actionable plans to achieve long-term goals. Capital forecasting generally falls in this area. Forecasts will typically have a robust set of financial statements.

Planning

High level and long-term 2-5 year plan focus, heavily centered on enterprise goals and company strategy. This “top-down” aspect of FP&A lends well to M&A activities, large expansion projects, etc.

FP&A CAN BE BROAD, BUT WE’LL TAILOR THE OPTIONS TO ADD REAL VALUE TO YOUR COMPANY.

Get in touch with us to learn more about our FP&A services and how they can benefit your company. Our team will guide you through opportunities which perhaps have not yet been presented to you. This will be worth your time, and we’re sure you will want to continue working with us year after year.

Business Information

Based in Salt Lake City, UT

Phone:
385.202.3014

Email:
contact@rd-advantage.com