Five FP&A Stories Finance Leaders Should Be Paying Attention to Right Now
Finance teams are heading into 2027 planning with an unusual combination of pressures. CFOs are becoming more concerned about inflation and interest rates. At…
Read article ↗OUTSOURCED FP&A · CONSULTING & ADVISORY
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Monthly FP&A delivery / Forecasting & reporting / Consulting & team development
Finance that informs what happens next
From the spreadsheet
to the decision.
to the decision.
CLEARER TRADE-OFFSREAL ACCOUNTABILITY
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FP&A Today.
Real conversations about financial planning, leadership, and the decisions behind the numbers.
Hosted by Sarah Schlott. Hear from finance leaders and practitioners about what actually works.
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Why The Schlott Company
Your finance function should help run the business.
Better finance is not about producing more reports. It is about helping leaders see what matters and decide what happens next.
More about our approach ↗When the forecast is a negotiation, the board deck is a data dump, or every important question requires another spreadsheet, finance is working hard without giving leadership what it needs.
We work with businesses and finance leaders to improve how they plan, report, evaluate options, and make decisions. We can build the tools, improve the process, or help your existing team develop the judgment to own it.
The difference
Financial clarity→Better choices→Accountable action
Clarity, made tangible
See the business.
Understand the choices.
Good finance work should be easy to understand. These illustrative views show the kind of clarity we help teams build into planning and reporting.
Revenue outlook$24.8m↗ 8.4% vs. plan
Operating margin18.6%Scenario dependent
Cash runway16 mo.Base case
Actuals and forward outlookJAN — DEC
JANMARMAYJULSEPDEC
SCENARIO ANALYSISOne decision.
One decision.
Several outcomes.
Base case
Upside
Downside
Make assumptions and trade-offs visible before you commit.
010203
BUILT TO BE USEDBetter questions.
Better questions.
Clearer answers.
FROM PROBLEM TO DELIVERY
Choose the work. See the output. Start with a clear scope.
01 / CHOOSE
Find what you want us to own
Monthly reporting, forecasting, budgeting, financial modeling, or fractional capacity.
Explore done-for-you services ↗02 / EVALUATESee what good FP&A looks like
Review clearly labeled illustrative deliverables and learn how onboarding works.
View example outputs ↗03 / STARTTell us what you need delivered
Share your service needs and cadence. We'll discuss scope and next steps, without asking for sensitive financials upfront.
Request FP&A services ↗TWO WAYS TO WORK WITH US
We can improve your FP&A—or run it for you.
DONE-FOR-YOU SERVICES
We do the work.
Recurring forecasts, monthly management reporting, budgets, cash analysis, and board materials, delivered for your business.
Explore FP&A services ↗CONSULTING & ADVISORYWe help you improve the work.
Build better planning and reporting processes, solve difficult decisions, and strengthen the capabilities of your existing team.
Explore consulting ↗How we help
Practical finance expertise, where it matters.
Engagements are tailored to the business problem. No elaborate transformation program required to fix a forecast.
Forecasting & Planning
Build forecasts and planning processes that reflect business drivers, surface changes early, and help leaders act.
Discuss this service ↗Scenario Modeling
Evaluate strategic options, pressure-test assumptions, and put costs and consequences on the table.
Discuss this service ↗Management & Board Reporting
Replace crowded reports with a clear view of performance, risks, decisions, and accountability.
Discuss this service ↗Cash Flow & Performance
Improve cash visibility, working capital planning, KPI discipline, and variance explanations that lead somewhere.
Discuss this service ↗FP&A Team Development
Help finance professionals build commercial judgment, executive communication skills, and ownership of decisions.
Discuss this service ↗Finance Systems & Process
Make reporting and planning processes more reliable, repeatable, and easier for your team to operate.
Discuss this service ↗Our approach
Start with the decision.
Then fix the finance behind it.
BUILT TO LAST
A useful consulting engagement should leave you with something your team can actually run.
Explore our approach ↗01
DIAGNOSEFind the real constraint
We identify the decisions leadership needs to make and where current analysis, systems, or processes fall short.
02
BUILDBuild what matters
We improve the models, reporting, planning cadence, or workflows that directly support those decisions.
03
EMBEDMake it sustainable
We document the process and work with your team so improvements survive the next reporting cycle.
Who we help
Finance that works for the people making the decisions.
Whether you are scaling, strengthening a finance team, or facing a high-stakes decision, we help turn financial information into a practical way forward.
The principle
The point of a forecast is to help you decide what to do next.
Built around your roleExplore who we help ↗
01 / FINANCE LEADERSHIP
CFOs & Finance Leaders
Sharper planning, better management reporting, more capacity and stronger team capability.
Explore ↗02 / BUSINESS OWNERSHIPFounders & Business Owners
Clear financial visibility and credible support for growth, investment, and cash decisions.
Explore ↗03 / INVESTOR EXPECTATIONSPrivate Equity–Backed Businesses
Consistent performance reporting, operating metrics, and finance processes that keep pace with expectations.
Explore ↗04 / TEAM DEVELOPMENTGrowing Finance Teams
Coaching and practical tools that help analysts and FP&A leaders take greater ownership.
Explore ↗Our point of view
Finance should
make the next
meeting shorter.
When every report answers the obvious questions, leaders can spend time on the difficult ones.
The standard we aim for
- 01What changed?
- 02Why did it change?
- 03What are our options?
- 04Who owns the decision?
Less reporting theater. More decisions with an owner.
From the Blog
Ideas worth taking
into the next meeting.
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