Financial Planning & Analysis
Enterprise-grade financial planning, budgeting, and forecasting frameworks. Built for CFO organizations managing complex P&Ls, driving operational decisions, and delivering board-ready financial analysis.
Comprehensive P&L budget with departmental detail
Best for: Annual budget planning and management
Continuous 12-18 month forward-looking forecast
Best for: Agile planning in dynamic environments
Plan vs actual vs forecast analysis framework
Best for: Monthly financial review and performance management
Integrated income statement, balance sheet, cash flow
Best for: Comprehensive financial planning and forecasting
Bottom-up revenue forecasting by driver
Best for: Sales planning and pipeline forecasting
Personnel costs with hiring plans and fully-loaded costs
Best for: Workforce planning and compensation budgeting
Capital expenditure forecasting and depreciation
Best for: Capital planning and asset management
Multiple scenario comparison with sensitivities
Best for: Strategic planning and stress testing
| Model | Situation | Key Benefit |
|---|---|---|
| Operating Budget | Annual budget cycle | Structured departmental budgeting process |
| Rolling Forecast | Volatile or fast-changing business | Always-current forward view |
| Three-Statement | Comprehensive financial planning | Fully integrated financial projections |
| Variance Analysis | Monthly/quarterly review cycles | Clear performance accountability |
| Headcount Planning | Workforce is primary cost driver | Detailed people cost visibility |