Furthermore, these decisions involve situational complexity and are often made in compressed time frames. As such, they carry a heightened need for fluency in strategic finance and financial planning and analysis (FP&A). Capitalize Consulting focuses on improving the efficiency and accuracy of FP&A processes. They help financial planning and analysis teams streamline data integration from various sources, improve report generation, and optimize forecasting.
- The firms and consultants we’ve discussed excel in industry expertise, proven track records, and technological skill.
- They offer significant flexibility, capable of deploying their services across North America, accommodating both remote and on-site client needs.
- Larger companies have a complete corporate financial analysis department, usually headed by either a Director of Financial Planning and Analysis or by the company’s Chief Financial Officer (CFO).
- A strong consultant becomes a strategic partner, offering industry benchmarking, expert advice and scalable processes that mature as your business grows.
- Take the opportunity to have articles written by finance thought leaders delivered directly to your inbox; watch compelling webinars; connect with like-minded professionals; and become a part of our global community.
- They may need objective analysis to support executive decisions, specialized forecasting for fundraising or expansion, or temporary expertise during a major transition such as a merger, acquisition, or restructuring.
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Leveraging your existing expertise and network within the organization allows you to seamlessly transition to a more strategic role, building upon your successes without the upheaval of a new company. Oak Business Consultant’s services are tailored to improve financial transparency and drive growth. Their clients can expect to receive not only analysis but also actionable insights.
Forensic Accounting
As FP&A Consulting’s IT & Marketing Consultant, he integrates technology with strategic marketing, driving business efficiency. With a proven track record at companies like Smurfit Kappa and Ecclesiastical Insurance, Bryan has led projects to improve manufacturing output, reduce defects, and streamline office systems. With experience in manufacturing, banking, and investment industries, he brings a broad range of financial expertise to FP&A. Foreign Currency Translation A CFA Level I and CIPM candidate, he has played key roles with multiple clients, overseeing commercial forecasting, financial model management, and OpEx. The goal of FP&A is to improve financial visibility, optimize performance, and support sustainable growth.
Armanino LLP
Our FP&A consultants analyze data, interpret trends, and create tools that support decision-making across departments. The result is not just a set of numbers, but a complete understanding of how financial choices affect every area of your business. By providing strategic business insights, analytics, and services, we aim to deliver exceptional value and drive sustainable success for you and your business. Companies seek individuals who can think strategically about the financial implications of business decisions.
- In this role, you’ll be responsible for managing a portfolio of investments and ensuring that they meet the client’s financial goals.
- In this regard, it’s important to note that investment decisions can be affected by current laws (including taxes and regulations) or by fluctuations in tax revenues.
- The firm offers a combination of advanced technological tools and expert consultancy to improve decision-making and operational efficiency.
- Against the backdrop of ever-changing conditions in financial markets and the broader economy, the ability to detect and respond to economic challenges and opportunities is a key component in maximizing enterprise value.
Here’s a list of some of the key skills our team members bring to our clients.
The team may need augmented support tackling problems that fall outside their experience and collective skill sets. Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients.
Variance Tracking & Analysis
As CFOs gain greater insight into and responsibility for key business drivers impacting the financial health of the company, they require a more refined FP&A process architecture and technology infrastructure. We build full-lifecycle FP&A systems that transform data management, reporting, and analytics while enabling CFOs and their teams to engage the rest of the organization to make cross-functional, forward-looking decisions. Prior to working in industry, Mike was a Manager in the Accounting Advisory Services practice of KPMG LLP. While at KPMG LLP, Mike advised Fortune 500 companies on the accounting and reporting for revenue recognition, business combinations, restatements and consolidations. He also frequently spoke on behalf of KPMG LLP to retained earnings balance sheet clients and industry groups on the latest developments at the FASB and SEC, including the impacts of new accounting standards on organizations in various industries. When finance teams are stretched thin or lack specialized expertise, 8020 provides senior-level FP&A consultants who integrate quickly and deliver immediate value.
Brian specialises in crafting strategies for efficiency, overseeing product lifecycles, and optimising complex operations. He identifies growth opportunities, provides data-driven insights for informed decision-making, and improves operational efficiency. David is a what is fp&a results-driven professional with expertise in business development, financial analysis, and operations.
