Process standardization, technology integration and automation are all great ways to increase business capacity and give employees more time to focus on value-driven work.
No longer tethered to transactional or inefficient tasks, Finance teams can be redirected toward more meaningful and strategic work. This is especially important at a time when Finance organizations are increasingly expected to work shoulder-to-shoulder as a partner to the business, helping guide and implement key strategic decisions.
We believe that the CFO’s Financial Planning & Analysis (FP&A) function, which sits at the intersection of financial knowledge and business value, will become increasingly relevant and important. We see a world in which transactional accounting and reporting are becoming increasingly standardized and automated, and business finance (i.e., FP&A) is growing in both size and visibility.
Many finance teams are not properly prepared to support this strategic direction, either as a result of poorly aligned technology, inadequate employee skills or ineffective analytics tools. Working with an expert Finance Transformation partner can remove those obstacles and help
FP&A teams realize their full potential and inform business strategy decision-making.
An expert partner with unparalleled expertise, experience and support
At CFGI we have hired the perfect balance of strategic and operational minded FP&A professionals who are able to service any of our clients’ needs with our hands-on approach. Our collective roster has vast experience across several major Fortune 500 companies and all industry verticals from CFO down to analyst level. All of our FP&A professionals have one objective in mind: helping our clients optimize their FP&A function by delivering modern solutions across people, process and technology. We deliver sustainable solutions that will generate more value-added predictive analytics and outcomes to solidify their seats at the decision-making table.
Representative FP&A Experience:













Our FP&A solutions tailored to your specific needs
CFGI offers services across the entire FP&A spectrum to either enhance or replace existing FP&A processes or create brand new capabilities.
Strategic Financial Planning
Support strategic business decision-making through data-driven financial modeling.
- Build robust budgets that align functional objectives with corporate goals and initiatives.
- Provide accurate and timely forecasts of data on a periodic basis to track performance throughout the year.
- Model and plan resource capacity to ensure business objectives are met and functions are properly staffed, while gaining cost efficiencies.
- Create detailed capital expenditure plans to guide investment initiatives.
- Develop comprehensive long-range plans to meet stakeholder requests and prepare for event-led transformations (IPO, M&A).
Reporting & Analysis
Cleanse and consolidate data derived from various sources to deliver quality reports and analysis used to make informed business decisions.
- Develop and track leading key performance indicators (KPIs) across any industry or function.
- Produce three-statement financial models to inform management on the current state of business operations, whether it’s a public company or a startup.
- Design tailored management/operational reporting capabilities for financial/operational stakeholders to track performance.
- Provide guidance on business outlook to satisfy external reporting requirements.
- Utilize leading business intelligence platforms (e.g., Alteryx, Tableau, Power BI) to produce captivating data visualization and dashboarding features to highlight the story behind your data.
- Establish self-service reporting techniques to put data back in the hands of operational stakeholders.
Cross-Functional Business Partnering
Provide best in-class immersive business partnering support and earn the coveted role as a trusted advisor.
- PMO key change management initiatives to ensure operational and process alignment, while promoting functional integration and buy-in from key stakeholders.
- Track return on investment (ROI) across M&A, expansion or build-outs of new ventures.
- Advance business case development and support to illustrate potentials of
new investments. - Develop routine cost & profitability analyses to keep a pulse on leading financial indicators across departments.
Interim Management Support
Provide on-demand interim management services to the Office of the CFO.
- Integrate seamlessly into your organization to fill some of your most critical core, functional and specialized roles, including but not limited to:
- Financial Analyst.
- FP&A Manager.
- VP of Finance.
- Director of FP&A.
- CFO.
- Financial planning systems design and optimization experience (e.g., Adaptive Planning, Oracle Hyperion, Planful, Anaplan) combined with leading business intelligence platforms (e.g., Alteryx, Tableau, Power BI).
- Develop target operating models to realize the full capabilities of a strong FP&A function.
- Provide interim support while concurrently implementing best-in-class process designs to maximize efficiencies.
CFGI had the responsibility of building out our FP&A function for most of 2020 and quickly gained the trust and respect of the ITCI stakeholders from CFO to Controller level. Among several FP&A process improvements, they were instrumental in helping us design a budgeting and planning process/template for clinical trials in the new Oracle PBCS system. CFGI's team has great organizational skills and a talent for explaining technical terms to non-technical people, which is paramount in business partnering.