Budgeting, forecasting, variance analysis, and financial planning models
Annual budgets, departmental planning, and cost allocation
Comprehensive annual budget with departmental rollup
Bottom-up budget starting from zero each period
Budget linked to operational and financial drivers
Single department budget with cost center detail
Capital expenditure planning and approval tracking
Individual project budgeting with milestones
Shared service and overhead allocation methodologies
Top-line budget by product, region, and channel
Multi-entity budget roll-up with eliminations
Revenue forecasting, rolling forecasts, and projections
Continuous 12-18 month rolling forecast
Bottoms-up and tops-down revenue projection
Operating expense projection with run-rate analysis
Statistical forecasting with trend and seasonality
Product demand forecasting for S&OP planning
Customer cohort revenue and retention projection
Opportunity-weighted revenue from sales pipeline
Mid-year reforecast combining actuals and projections
3-5 year strategic financial plan
Simplified one-page forecast for rapid updates
Budget vs actual, driver analysis, and reporting
Monthly budget vs actual variance analysis
YoY variance with growth rate analysis
Waterfall bridge explaining variance drivers
Volume-adjusted budget for variance decomposition
KPI and driver-level variance decomposition
Multi-period trend identification and analysis
Gross margin and EBITDA variance analysis
Financial KPIs, executive dashboards, and metrics
C-suite financial dashboard with key metrics
Core financial metrics with targets and actuals
Non-financial operational metrics tracking
MRR, ARR, NRR, CAC, LTV, and Rule of 40
Four-perspective balanced scorecard framework
Key metrics for board and investor reporting
Workforce planning, compensation modeling, and org design
Workforce planning with hiring and attrition
Salary, bonus, and benefits cost modeling
Annual merit increase budget and allocation
Contractor and temp workforce cost analysis
Revenue per employee and efficiency metrics
Organization structure and span of control analysis