Analytics, FP&A & Business Intelligence
Data-driven planning, forecasting, and reporting that support better executive decisions.
What we deliver in Analytics & FP&A
Our Analytics & FP&A practice helps finance leaders move beyond static reports. We build budgets, forecasts, financial models, and management dashboards that give executives a clear view of performance, trends, and risks. From variance analysis to scenario planning, we support the analytical work that drives business decisions.
Delivery Process
19 specialized capabilities
Each capability is delivered within your systems, following your processes and quality standards.
Budgeting & Forecasting
Annual budgets, rolling forecasts, and driver-based planning models.
Financial Planning & Analysis
Comprehensive FP&A support including planning, analysis, and decision-support reporting.
Financial Models & Scenario Planning
Excel-based models for scenario analysis, sensitivity testing, and business case evaluation.
Variance Analysis
Budget-to-actual comparisons with explanation of drivers and recommendations.
Executive Management Dashboards
Visual dashboards summarizing key financial and operational metrics for leadership.
Power BI Dashboards
Interactive Power BI dashboards connected to your data sources for real-time visibility.
Advanced Excel Reporting
Complex Excel models, automated reports, and structured templates for recurring analysis.
Business Intelligence
Data consolidation, transformation, and reporting that turn raw data into business insight.
Revenue & Margin Analysis
Revenue trends, gross margin analysis, and profitability by product, service, or segment.
Customer & Branch Profitability
Profitability analysis by customer, location, or branch to inform resource allocation.
Job & Project Profitability
Project-level margin tracking, cost analysis, and profitability reporting.
Pricing & Commercial Analytics
Pricing analysis, discount tracking, and commercial performance evaluation.
Procurement & Spend Analytics
Spend categorization, vendor analysis, and procurement efficiency reporting.
Working Capital Analytics
AR days, inventory turns, AP cycles, and cash conversion cycle monitoring.
Sales Performance Reporting
Sales pipeline analysis, revenue by rep/region, and quota attainment tracking.
Workforce Productivity Analysis
Revenue per employee, utilization rates, and labor cost analysis.
Operational KPI Reporting
Custom KPI dashboards aligned to your operational priorities and targets.
Data Consolidation & Automation
Multi-entity data consolidation, report automation, and data pipeline support.
Virtual / Fractional FP&A
On-demand financial analysis support without a full-time internal hire.
Industries we support with this service
This service is particularly relevant for businesses in the following industries.
Need analytics & fp&a support?
Tell us about your requirements. We'll propose the right team structure, delivery model, and engagement approach.