Financial planning and analysis
An FP&A function that explains the past with facts and plans the future with confidence, with planning and analysis designed to work together.
The challenge
Financial planning and analysis needs both a fact-based look back and a forward-looking view. Doing both well takes coordination across process, stakeholders, data, analytics and reporting. When planning and analysis are tangled together, cycles drag, hierarchies and account mappings drift, and variances get reported without being explained.
How we approach it
Our design framework separates planning from analysis and focuses on the inputs and outputs of each. The results of the planning cycle become inputs to analysis.
- Planning inputs: assumptions, reporting hierarchies, chart of accounts and account mapping, cycle and time horizon.
- Planning outputs: budget, long-range plan, forecast and scenarios.
- Analysis inputs: actuals compared with those plans, plus internal and external drivers.
- Analysis outputs: an executive summary, variances with interpretation, and exceptions.
We use the framework to assess where you are today, then help with process design, application selection and implementation where needed.
Questions we help you answer
- How does our FP&A process compare with best practice?
- Why did results differ from budget and forecast?
- Which internal and external drivers matter most to our plan?
- Do we have the right applications to support planning and analysis?
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More ways we help: run a tighter operation
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Connect sales and finance through the processes and systems that support them, so your sales team can stay focused on selling.
Product data management
Align marketing, supply chain, engineering and manufacturing on one accurate, complete view of your products, inside and outside the company.
Customer service design
Make customer service a differentiator by designing people, process and technology around what your customers actually need.
Ways to start
Start small and go as deep as you need.
- 30 minutes
30-minute working session
Map the decisions you own and the metrics behind them, and see Clarity answer questions like yours.
Book a session - Half a day
Half-day discovery workshop
We work with your sales, marketing, finance and operations leaders to find the real problem, the risks in the way and what to do next.
About the workshop - 30 days
30-day sales performance assessment
A clear baseline of your price, volume and mix performance by product and channel, so you know where you’re winning and losing.
About the assessment