Financial Planning and Analysis

Clear iQ works to help organizations with financial planning and analysis by understanding the past while accurately predicting future financial results.

financial-planning-analysis

Effective Financial Planning and Analysis Functions

Financial Planning and Analysis (FP&A) requires a rear-view, fact-based analysis, and a forward-looking predictive lens. FP&A functions require coordination between process discipline, stakeholder management, data management, analytics and information delivery.

Our design framework separates planning and analysis and focuses on essential inputs and outputs of each business function. In most cases, the results from the planning cycle serve as inputs into the analysis process.

Inputs

PlanningAnalysis
PeopleAssumptions
Reporting of Hierarchies
Chart of Accounts
Account Mapping
Cycle
Time Horizon
Budget
Long-Range Plan
Forecast
Scenarios
Internal and External Drivers
Variance Interpretation
SystemActualsActuals
Budget
Long-Range Plan
Forecast
Scenarios
Drivers

Outputs

PlanningAnalysis
PeopleExecutive SummaryExecutive Summary
SystemResults
Variances
Exceptions
Dashboards
Notifications
Results
Variances
Variance Interpretation
Exceptions

Clear iQ’s Approach to Financial Planning and Analysis Strategies

Clear iQ uses the design framework to assess an organization’s current state and design optimal solutions for the future. To do this, we:

  1. Conduct a best practice assessment
  2. Process Design and Implementation
  3. Application Selection
  4. Application Implementation

What do you think? Contact Us.

"
Clear iQ had the creative vision and strategic mindset at a level that I haven’t seen before.
"
They don’t fall into the typical consultant mode where they’d present, hand-off, and run away, leaving the client team with people who might not know how to deploy.
"
We couldn’t have selected a better vendor, lifelong business partner, mentor, and coach.
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OUR PROMISE

We facilitate adoption of the right solutions to your biggest challenges by building influence from the C-suite to the factory floor.

We empower you to implement internally—our commitment is to solving your problem, not extending our engagement.

Call

(404) 307-2485

Email

Visit

3225 Cumberland Blvd SE, Suite 100
Atlanta, GA 30339