Services
Internal Financial Planning and Analysis
Structured financial planning and analysis to give you greater visibility and control over revenue, expenditure, cash flow and the key drivers of business performance.
Scope
The specific scope and way of working are defined after an initial conversation and review of the context.
How we can help
Our financial planning and analysis service gives management a structured view of the business - its financial position, current performance and future prospects. It is designed for businesses seeking greater financial discipline, control and clarity when making management decisions. We analyse revenue and expenditure, cash flow, profitability, liquidity and the financial and operational indicators that matter most to the business. We develop budgets, forecasts and financial models, monitor performance against plan and investigate the underlying reasons for significant variances. Where appropriate, we develop alternative scenarios and assess their potential financial and operational impact. This enables management to make better-informed decisions about the allocation of resources, investment, expenditure and future growth. We connect financial performance with the underlying business activity, turning financial and management information into a practical tool for planning, control and decision-making. Our focus is not only on accuracy and timeliness, but also on making financial analysis relevant and useful in the context of day-to-day management. The purpose is to look beyond what has already happened: to understand why it happened, assess what may happen next and identify the actions that could improve the business’s financial performance.
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