Financial Planning & Analysis (FP&A)

Strategic Planning is critical to the success of all organizations.   Usually reflective of a 5 to 10 year time horizon, building a robust Strategic Plan identifies where the company is today and, most importantly, where it wants to be in the future.   Company operations and resources should be aligned to reaching its Strategic Plan Goals.

Setting budgets should be reflective of where your business wants to be in the future.   And it should serve as a guideline for day to day operations, serving as a control point to ensure the business is on track to achieving its goals.  

As companies and the external business environment evolve and change, it is critical for companies to assess progress to-date and re-forecast future results to give management a sense of where actual results are likely to land.

  Did you miss your expected top or bottom line targets for the period?  Were actual results subpar, or was the expectation unrealistic?  We can help you get a deep understanding  of the key drivers of your performance and set you up for better results in the future.

 We can help you gain a deep understanding of how your company's financial performance measures up against other publicly traded CPG companies utilizing key finance and accounting analytics. We also help you identify opportunity areas and formulate strategies on how to drive better results. 

How is your business currently determining its pricing strategy?  Are you avoiding the common pitfalls of customer and channel conflicts, and less-than-desirable retail prices?  Let us help you balance your pricing for optimal profits and pricing on shelf.     We can also help you streamline your pricing management process.

Are you over-relying on spreadsheets or disparate and outdated FP&A systems?  We are up to date on the most cutting edge software offerings best suited for CPG companies.  Based on your unique business dynamics we can make sure you are choosing the right solution to enable your future success.