CFOs’ responsibilities have expanded across the business, including lead roles in mergers and acquisitions, strategic planning and what is fp&a technology transformations. Additionally, the finance function, and FP&A in particular, operates in the center of the data and has the analytical skill set required to identify opportunities for value creation and drive holistic performance management efforts. Simply said, the finance function is uniquely positioned to hit all angles of long-term value creation (not only financial value). As your business grows, your financial planning and analysis (FP&A) needs will evolve.
Strategic Financial Consulting
We provide surge and back-fill support at varying levels from financial analysts to VPs of Finance who can support your company with ongoing planning and reporting activities or special projects. With the proper skill set and a natural inclination for the work, you can carve out a very satisfying career for yourself as a corporate financial analyst. A successful FP&A function should align long-term strategic plans with day-to-day operating realities to fuel long-term financial growth. Bridgepoint Consulting helps you chart the path forward by identifying the processes, tools and financial planning solutions needed to turn your vision into reality. The result isn’t just improved financial performance, it’s a more resilient, data-driven business equipped to thrive in dynamic markets. With a strong financial foundation, companies can align their operations with strategy, drive long-term growth and sustain a meaningful competitive edge.
Exceptional Communication Skills
- One key function of FP&A consulting services is to help your business with its budgeting.
- Engaging an external team to deliver this service adds objectivity to your forecasts.
- Whether your company has experienced FP&A talent turnover, is preparing for a sale, or needs extra support for targeted initiatives, our team can help.
- One of the reasons can be that R&D is overstaffed or is not creating many successful projects for the company.
- Finance organizations can more effectively collaborate with cross-functional partners and increase visibility into the operational drivers and key assumptions used in business forecasting.
Instead, they use FP&A as a continuous feedback loop, adjusting plans, reallocating resources and improving performance in real-time. Business performance optimisation is all about unlocking your organisation’s full potential. By leveraging in-depth financial analysis, businesses can pinpoint inefficiencies, uncover growth opportunities and implement targeted strategies to boost financial performance. He identifies growth opportunities, provides data-driven insights for informed decision-making, and improves operational efficiency. His expertise includes financial statement modeling, investment analysis, process implementation, and cost reduction strategies.
Related services
A strong consultant becomes a strategic partner, offering industry benchmarking, expert advice and scalable processes that mature as your business grows. With expert guidance and data-driven insights, leaders can make smarter, faster decisions that align with long-term goals. Corporate Financial Planning & Analysis (FP&A) refers to the process of analyzing financial data to support business decision-making. Our consultants have actually “sat in the seat” – meaning they’ve held senior finance positions and truly understand the Suspense Account day-to-day challenges of running finance operations.
Maximizing Business Success: The Strategic Role of FP&A Consultants
- Many investment bankers hold a Master of Business Administration (MBA) or another advanced degree, while others have certifications such as the Chartered Financial Analyst (CFA) designation.
- © 2025 KPMG LLP, a Delaware limited liability partnership and a member firm of the KPMG global organization of independent member firms affiliated with KPMG International Limited, a private English company limited by guarantee.
- Because of their time in team building and collaboration, they’re often well positioned to build financial functions and assist in the development of company culture.
- We exclusively hire senior finance professionals who have both led and executed complex financial operations in many real-world scenarios.
- This dynamic approach ensures your financial planning stays relevant and practical.
It requires a willingness to take riks, a solid business plan, and the ability to manage finances and operations. If you have a strong entrepreneurial spirit, starting your own business may be an ideal FP&A exit opportunity for you. This path requires a willingness to take risks, a solid business plan, https://www.bookstime.com/ and the ability to manage finances and operations. If you want to succeed as an entrepreneur, you’ll need to be self-motivated, creative, and persistent. To do this, you can start seeking opportunities to teach or mentor within your current company.
FP&A CONSULTING
Outsourcing FP&A services provides immediate access to seasoned professionals who can bring advanced expertise, financial modeling skills, and strategic insights without the overhead of additional full-time staff. To transition into portfolio management, you’ll need a deep understanding of financial markets, investment strategies, and asset allocation. A strong background in financial modeling and analysis is also important, as portfolio managers are responsible for making investment decisions based on complex financial data. This shouldn’t be a bother for you though since you already have experience in FP&A, which involves similar skill sets. These financial metrics include an accurate reporting and analysis of the company’s actual performance, not an inflated view or a worse-case scenario.
Real-world financial strategies
An FP&A consulting partner can help embed these habits into your business culture. Each engagement is customized to address specific challenges while leveraging proven best practices from our broad experience. The specific approach is tailored to your organization’s unique needs and objectives.
Additional Core Services.
Hiring a full-time FP&A professional or building a robust FP&A function and team prematurely can be expensive and wasteful. Upon the conclusion of a project-based engagement with an FP&A consultant, or after a foundation is built, companies may then decide they want to develop an in-house FP&A team. On the flip side, the company’s leadership might realize they don’t need a full-time FP&A team at all and might prefer to continue working with a consultant on an as-needed basis. Throughout the engagement, we work closely with your internal team to ensure all processes and reports are understandable and sustainable. We emphasize knowledge transfer, helping your organization build long-term capability in financial planning and analytics.
0 Comments