Financial Planning & Analysis
FP&A (Financial Planning & Analysis) is an important function within an organization. It comprises the end-to-end processes of Strategic Planning, Budgeting & Forecasting, combined with the downstream rigor of Management Information Analysis and Reporting.
These activities should not be limited to the activities of ‘finance’. Delivering value to the business requires participation in operational areas of the business in order to ensure the inclusion of both financial and non-financial measures of performance. Together, these form the Key Performance Indicators (KPI’s) in the upward reporting of business performance.
AT STRATEGIC LEVEL
STRATEGIC PLANNING
Strategic Planning is the end to end process, usually spanning a number of years, whereby a business identifies its longer term strategic objectives and then puts in place the plans...
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BUDGETING
Budgeting includes the medium term allocation of resources to achieve the strategic business plan, usually done on an annual basis.
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FORECASTING
It comprises the Real-time remodeling of the Budget, based on current performance and expected changes to the businesses and market.
Show MoreAT DECISIONAL LEVEL
It comprises the Real-time remodeling of the budget, based on current performance and expected changes to the businesses and market.
We can help you implement and elaborate your different forecasts.
Financial Analysis
It includes the following items:
- Development of KPIs
- Tracking and reporting KPIs
- Intra-company trends
- Industry trends
- Forecasting based on past data
Financial Reporting
It includes the following items:
- Statutory Reporting
- Internal MIS
Financial Management
It includes the following items:
- Monitor expenses against Opex Budget
- Monitor capital expenditure against capex budgets
- Prepare cash flows forecasts
- Check compliance with documented rules
WE CAN HELP
If you would like to discuss how Walton Partners can assist you implement, improve or completely outsource your Financial Planning & Analysis Function, contact us and one of our partners will revert back to you very shortly.
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