Strategic finance and financial planning and analysis

We work closely with leadership teams to develop forward-looking projections that align with revenue goals, expense management plans, and growth objectives. Our consultants use historical data, market trends, and scenario planning to create budgets that adapt as conditions change. KPMG Finance Transformation supports the increased what is fp&a responsibilities of the modern CFO. We’ll be at your side through every step of your journey, from strategy to execution to achieving your vision.

Partner With WG Consulting for Financial Reporting, Planning & Analysis

• RSM delivers tailored financial insights and strategic support, empowering businesses to make informed decisions and optimize financial performance using advanced tools and methodologies.
• We’ll work with you to develop tailored solutions that drive performance, support decision-making, and position your business for sustainable success.
• Discover KPMG CFO Real Insights, designed to help improve business performance across the enterprise and in your finance organization.
• Working with Tridant allows businesses to access a team of experts who provide external perspectives, unclouded by internal biases, to improve data-driven decision-making.
• At the heart of this process is Financial Planning and Analysis (FP&A), a critical function that drives long-term success.
• Known for their analytical precision and strategic foresight, Alpha Apex Group combines deep industry knowledge with advanced financial modeling techniques.

With a strong financial foundation, companies can align their operations with strategy, drive long-term growth and sustain a meaningful competitive edge. Regardless of the economic conditions, industry dynamics or regulatory environment, our professionals can accelerate the divestiture process and drive the success of your business. As our founding partner, Alex has established FP&A as a core function across numerous VC-backed start-up organizations. Through building dynamic financial models & strong business partnerships, he has provided meaningful insights & analysis leading to the successful execution of business objectives.

Platform user insights and resources

Guides teams through standardized budgeting processes and ensures that departmental inputs align closely with the overall financial strategy. We assist organizations in building forecasts and budgets grounded in operational reality to enable confident decision-making and long-term financial alignment well into their business future. With the right partner, you’ll make better business decisions and improve your financial planning. Take the time to consider your options, consult with different potential partners, and make an informed and balanced decision. This structured yet flexible approach ensures that your FP&A function delivers measurable value from day one. You deserve a service that takes your unique financial outlook into account and allows you to make actionable decisions that promote growth and good financial health.

AI Strategy & Transformation

Fanny excels in streamlining financial processes, optimizing software systems, and managing billing and collections. Investment analysis to determine the impact of strategic proposals • Developing financially viable manufacturing launch strategies. The specific focus areas are determined by your organization’s priorities and opportunities for improvement. This might include analyzing contribution margins, developing forecasting models, reviewing KPI tracking systems, or enhancing management reporting packages.

Q. When should I hire an FP&A consultant?

• Although we endeavor to provide accurate and timely information, there can be no guarantee that such information is accurate as of the date it is received or that it will continue to be accurate in the future.
• While out on a project, each of our consultants can leverage the collective knowledge & experience of all ~100 experts on the team whenever needed.
• FP&A analysts consider economic and business trends, review past company performance, and attempt to anticipate obstacles and potential problems, all with an eye toward forecasting a company’s future financial results.
• Engaging an external team to deliver this service adds objectivity to your forecasts.
• With a team of seasoned experts, Alpha Apex Group excels in delivering precise financial insights and robust forecasting models that drive strategic decision-making and business growth.

We will provide best practice strategies for your organization to help you make the best decisions and accelerate company growth. At WM, we excel at addressing the complex technical issues our clients face, allowing management to prioritize operations. Our technical accountants are experts in researching, analyzing, documenting, and Foreign Currency Translation implementing solutions for the most challenging transactions and accounting standards.

Our engagements, which often involve office of the CFO support, typically last three to six months, offering the flexibility and capabilities needed to keep your business moving forward without interruption. WM will help prepare you for an external audit and advise your leadership team on the SEC reporting process to ensure a successful offering. On the buy side, we can assist with financial due diligence, purchase accounting, post-merger integration and SEC reporting.

To effectively respond to increased expectations and accelerate long-term value creation, FP&A is shifting focus from financial value and taking a more central role in customer, people and societal value dimensions. It’s clear that society, investors and employees are focused on responsible and ethical business practices. However, organizations realize this is more challenging in practice, and there is work to be done to make this vision actionable. Discover how EY insights and services are helping to reframe the future of your industry.

What does a Financial Planning consultant do?

• These companies are recognized for their commitment to excellence in FP&A, providing professionals with opportunities to work on challenging projects, drive strategic decisions, and impact business growth directly.
• Highlighting your project management experience and networking within consulting can help you make the switch.
• With the right partner, you’ll make better business decisions and improve your financial planning.
• KPMG helped a global food products manufacturer leverage predictive analytics for faster and more accurate financial forecasting.
• It is the combination of a predominant mindset, actions (both big and small) that we all commit to every day, and the underlying processes, programs and systems supporting how work gets done.
• Whether you need interim C-Suite, Director, or Managerial level leadership, our experts are ready to step in.

We also help implement rolling forecasts and dynamic models that give you a continuous view of future ledger account performance, rather than static annual plans. This flexibility allows your organization to stay agile in shifting market environments. When companies merge or are acquired, they bring together many silos of different data sets that need to be analyzed and brought together before appropriate decisions can be made as to whether a deal is sound. One way to develop a sound basis for making such decisions is to review the financial metrics that point toward a deal’s success, as well as what might go wrong. To succeed in venture capital, you’ll need strong analytical skills and a keen eye for identifying promising investment opportunities. You’ll also need to be comfortable with taking calculated risks, as not all investments will pay off.

Frequently done on retainer, projects can be executed effectively and efficiently without wasting time looking for a new hire or training the existing team for a one-off initiative. Augmentation offers flexibility for ramping up or pulling back hours and turns compensation into a variable cost instead of a fixed one. There are a whole host of local, state, and federal financial regulations that businesses must meet.