Build a High-Impact FP&A Function for Your Growing Company

Formalized and flexible financial planning

Unlock precision, tracking & achievement

All growing companies reach a stage where financial planning needs to become formalized, precise, trackable, and useful for meeting business goals. It must become structured enough to provide a meaningful foundation yet flexible enough to work with growing companies’ inherent agility—not against it.

Develop high-impact FP&A functions

Expertise in FP&A

I have the knowledge, skillset, and experience to build the Financial Planning & Analysis infrastructure needed to help companies reach the next level. I’ve learned what works and what doesn’t from one of the largest companies in the world, and I have the hands-on experience of actually building an FP&A function in a startup. I understand what the Board/CEO/CFO need to know and can support them with actionable insights, metrics, and forecasts.

Building a robust and scalable framework

Streamlined budgeting and forecasting

Depending on a company’s specific needs, I would create a repeatable, bottom-up budgeting/forecasting process that encompasses reusable templates, timeline planning, RACI identification, executive/Board presentations, and training to allow existing employees to continue the process.

CASE STUDY

Problem

A company had a very rudimentary budgeting process that was mostly a check-the-box exercise. Financial plans were of low quality, and the company had no way of gauging whether spending was too high or not.

Solution

Closely aligned with stakeholders, I worked to build the first bottom-up budget for the company. Headcount cost, the highest expense, became a detailed, precise calculation instead of a high-level guess. Spending plans were defined ahead of time at a granular level, creating the ability to measure financial performance and understand where variances came from.

Get your business on the path to financial success

Work with me