COMPREHENSIVE
FINANCIAL PLANNING & ANALYSIS (FP&A)
TOOLKITS
Are you a CFO, Head of Finance, or a Controller looking for an intuitive, plug & play FP&A toolkits for your team?
Relevant Financial & Operating KPIs, Key Income Statement and Balance Sheet Ratios, Profitability Cause of Change (COCH), Strategic Financial Plan, Annual Budgeting, Rolling Forecasting, Performance Management Framework and Management Reporting templates....
....to understand the core drivers of your business performance and root causes to quickly facilitate course correction.
COMPREHENSIVE AND EASY TO USE EXCEL AND POWERPOINT BASED TOOLS
Relevant Financial & Operating KPIs, Key Income Statement and Balance Sheet Ratios, Profitability Cause of Change (COCH), Strategic Financial Plan, Annual Budgeting, Rolling Forecasting, Performance Management Framework, and Management Reporting templates...
....to understand the core drivers of your business performance and root causes to proactively facilitate course correction.
STEP-BY-STEP PROCEDURE
Leverage your existing ERP, Trial Balance, GL, and Report data to synthesize insights into effective management decision-making tools including PowerPoint Presentations and Dashboards
PACKAGE OPTIONS
We offer several packages to help meet your needs
Advanced
Total FP&A Toolkit
Budgeting
Forecasting
Performance Management
Dashboards
KPIs & Ratios
Management Reporting
Intermediate
Performance Management Toolkit
Performance Management Dashboards
KPIs & Ratios
Management Reporting
Basic
Reporting Toolkit
Dashboards
KPI & Ratios
Management Reporting
SAMPLE
SAMPLE
SAMPLE