Best Practices

Building Leading FP&A

Capabilities to Enable Value Creation

Strategic FP&A Practice helps Finance teams build capabilities to enhance performance visibility, planning activities, data analytics, and business partnering to enable and accelerate value creation.

By combining extensive operational FP&A experience, data and technology skills, and a proprietary engagement model, we develop and implement tools and processes and deliver solutions that meet the rigor and pace required in a PE-backed environment.

Building Leading FP&A Capabilities

Strategic FP&A Practice enhances visibility, planning, and analytics for value creation. Tailored solutions and operational expertise accelerate value creation in PE-backed environments.

Building a Superior FP&A Function

We implement best practices, redesign processes, and leverage technology to empower FP&A teams in PE-backed environments. Our approach includes assessing function, designing efficient processes, and fostering cross-functional partnerships.

Implementing Better FP&A Solutions

Collaborating with FP&A, technology, and operational teams, we create solutions to improve reporting, analysis, and forecasting, aiming for efficiency and valuable insights

Building a Superior Finance & Accounting Function

We design efficient processes and drive continuous improvement in planning cycles to empower FP&A team members to spend less time producing reports and more time generating analysis and insight. Here’s how:

Assess the Function

With a focus on people, processes, and technology, we conduct Finance & Accounting function assessments to find ‘quick wins’ and longer-term, strategic investment areas.

Create a New Standard

We build, implement, and help companies successfully transition to new Finance & Accounting processes, tools, calendars, responsibilities, and frameworks

Implement Better FP&A Solutions

We partner with FP&A, technology, and operational teams across the business to create more effective solutions for reporting, analyzing, and forecasting.

Foster Partnerships

We establish partnering relationships and best practices across functions and operations, from sales, revenue, and supply chain management, to product research and development.
Scroll to Top