Financial Modeling, Planning and Analysis

Financial Modeling, Planning and Analysis

financial modeling, planning and analysis, FP&A, top 1% talent, prevetted, $35/hour, financial modeling, scenario analysis, budgeting, forecasting, profitability, advanced analytics, budget variance analysis, business trend analysis, business valuation analysis, cash flow analysis, financial forecasts, financial ratio analysis, kpi dashboards, opportunity and risk analysis, predictive analysis, quantitative analysis, qualitative analysis

FMP&A  We are financial modeling, planning and analysis experts.  Our approach to financial planning and analysis is a holistic one.  Quantitative calculations are presented with qualitative insights to create a complete financial picture.  We model three-statement financials or perform profitability and root cause analyses.  All members of our team are part of the 1% club--top financial modelers, planners and analysts.  

We can (and do) certainly develop reports that accurately depict what is happening in your firm but we can do more, too.    How, why and when are also important. 

Business financing from FINSYNC

Once the how, why and when layers are added to data that reports what is happening, they provide a whole new dimension to the decision-making value of your financials.  Effective risk management, forecasting and strategy follow from this approach.

We are Financial Modeling & Valuation Analyst (FMVA)® certified.

Financial Modeling, Planning and Analysis Services


We will give you an hourly or flat-fee quote based on our $40/hour rate!

Financial Modeling and Planning

It is not only difficult at times to see the big picture, it is difficult to create one.  Our financial modeling and planning solutions integrate your requirements and information into a financial model that works for you.   Most importantly, our models are practical .

  • Financials (Sampling of Models) 

  Three Statement Model
  Discounted Cash Flow (DCF) Model
  Merger Model (M&A)
  Consolidation Model
  Budget Model
  Forecasting Model

  • Spreadsheets and Dashboards
  • Annual Budget Preparation
  • Capital Expenditure Analysis and Planning
  • Financial Strategy
  • KPI Development and Interpretation

Financial Analytics

If you do not understand what your choices are, you cannot make informed decisions.  Our analytics provide the basis for making effective decisions that affect your business.

  • Advanced Analytics
  • Budget Variance Analysis
  • Business Trend Analysis
  • Business Valuation Analysis
  • Cost and Valuation Analysis
  • Demand Forecasting
  • Financial Ratio Analysis
  • Market Penetration
  • Opportunity and Risk Analysis
  • Predictive Analysis 
  • Prescriptive Analysis
  • Pricing Analysis
  • Profitability Analysis
  • Root Cause
  • Scenario Analysis

Some of the methodologies we use are to assess economic and business trends, review past company performance, or review historical financials.  This is done with the overarching intent to identify potential risk factors and to forecasting future financial results.  

We work from many sources--spreadsheets or dashboards or database queries or historical financials or cocktail napkins (though we would prefer not to use the latter).