Fractional FP&A & Advanced Analytics

Unlock deep financial insights and strategic foresight without the overhead of a full-time analyst. As your fractional FP&A expert, we build, manage, and optimize your financial planning, analysis, and reporting functions, empowering data-driven decisions.

Your On-Demand Financial Analyst for Strategic Growth

You need more than just accounting; you need a partner who can translate financial data into actionable strategy. Our fractional FP&A service provides comprehensive financial planning, advanced analytics, and automated reporting to give you the clarity needed for sustainable growth, without the commitment of a full-time hire.

Strategic Financial Modeling

Build robust financial models for budgeting, forecasting, and scenario planning.

Dynamic Dashboards & Analytics

Visualize key performance indicators (KPIs) and operational data in real-time.

Automated Reporting

Streamline financial reporting processes for efficiency and accuracy.

Our Comprehensive FP&A Capabilities

From granular analysis to high-level strategic planning, our fractional team delivers the insights you need to outperform. We adapt to your specific business context and data environment.

  • Financial Modeling & Planning: Annual budgeting, long-range planning, scenario analysis, LBO/M&A modeling, capital allocation.
  • Performance Reporting: Develop and automate monthly/quarterly financial and operational reporting packages, variance analysis.
  • Advanced Analytics: Cohort analysis, customer lifetime value (CLTV), churn analysis, unit economics, profitability analysis by product/segment.
  • Data Visualization & Dashboards: Design and implement interactive dashboards using tools like Power BI, Tableau, or Google Data Studio for real-time insights.
  • Automation & Systems Integration: Streamline data flows from various sources (CRM, ERP, accounting software) into your analytical models and reports, leveraging Power Query, APIs, or custom scripts.

Our 90-Day Sprint: Building Your Analytical Foundation

Our focused 90-day sprint model delivers rapid impact and establishes sustainable FP&A capabilities within your organization. Here's how a typical engagement unfolds:

Phase 1: Diagnostic & Design (Weeks 1-3)

We conduct a comprehensive review of your current data, systems, and reporting needs. We define key metrics, scope out required financial models, and design your bespoke FP&A framework and reporting dashboards.

Phase 2: Build & Automate (Weeks 4-10)

Our team develops and implements your financial models, data pipelines, and dashboards. We focus on automating data extraction and report generation to ensure efficiency and accuracy, minimizing manual effort.

Phase 3: Insights & Empowerment (Weeks 11-12)

We present key findings, conduct in-depth variance analyses, and provide actionable recommendations. We also train your team on how to leverage the new tools and insights, empowering them for ongoing strategic analysis.

Ready for Deeper Financial Clarity?

Stop guessing and start leading with data-driven insights. Partner with us for robust FP&A and analytics that propel your business forward.