🏗️ Enterprise & Strategic FP&A

From forecasting to boardroom: delivering discipline, insight, and investor confidence


Whether you’re operating at scale or preparing for a strategic event, we help growth-stage and enterprise companies bring rigor to their planning process — unifying data, improving capital allocation, and ensuring every forecast drives action.


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🧩 Consolidated Planning & Forecasting

We drive clarity across departments with models and planning tools that unify and adapt to evolving business needs.

  • Multi-scenario operating model development
  • Forecasting across P&L, balance sheet, and cash flow
  • Headcount and capacity planning with hiring strategy alignment
  • Budgeting cycles and variance reporting across business units
  • Dynamic modeling to support strategic pivots and board asks

⚙️ Strategic Cost & Investment Discipline

We help you identify areas to optimize spend and reallocate capital where it matters most.

  • Cost-of-service modeling and infrastructure ROI analysis
  • Cloud hosting and SaaS infrastructure spend modeling
  • Operating leverage and margin framework design
  • Department-level spend optimization and benchmark tracking
  • CapEx planning, approval workflows, and capital allocation

📊 Board, Exec, and Investor Reporting

We turn your numbers into narrative — building reporting packages and insights that influence outcomes.

  • Executive dashboards with KPI analysis and scenario overlays
  • Investor-ready board decks with financial summaries and growth KPIs
  • Custom reporting automation to reduce close-to-insight time
  • Variance and trend analysis with executive summaries
  • Alignment across Product, Finance, and GTM in reporting cadence

🧠 Finance as a Strategic Partner

We embed with your team to drive cross-functional decision-making and elevate finance’s role in the business.

  • Partnership with Product, GTM, and G&A for strategic planning
  • Long-range planning linked to product roadmap and GTM goals
  • Frameworks for pricing strategy, org design, and investment tradeoffs
  • Monthly and quarterly business review support
  • Scenario planning to evaluate risk, investment, and exit paths

📌  Call to Action: Let’s Transform Finance into a Strategic Advantage