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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Explore consulting ↗How we help
Practical finance expertise, where it matters.
Forecasting, reporting, modeling and team development tailored to what your business needs.
Forecasting & Planning
Build forecasts and planning processes that reflect business drivers, surface changes early, and help leaders act.
Explore service ↗Scenario Modeling
Evaluate strategic options, pressure-test assumptions, and put costs and consequences on the table.
Explore service ↗Management & Board Reporting
Replace crowded reports with a clear view of performance, risks, decisions, and accountability.
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Improve cash visibility, working capital planning, KPI discipline, and variance explanations that lead somewhere.
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Help finance professionals build commercial judgment, executive communication skills, and ownership of decisions.
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Make reporting and planning processes more reliable, repeatable, and easier for your team to operate.
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Illustrative examples of the reporting and decision support we help teams build.
Explore example deliverables ↗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.
BUILT TO BE USEDBetter questions.
Better questions.
Clearer answers.
Our approach
Start with the decision.
Then fix the finance behind it.
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DIAGNOSEFind the real constraint
We identify the decisions leadership needs to make and where current analysis, systems, or processes fall short.
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BUILDBuild what matters
We improve the models, reporting, planning cadence, or workflows that directly support those decisions.
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EMBEDMake it sustainable
We document the process and work with your team so improvements survive the next reporting cycle.
From the Blog
Ideas worth taking
into the next meeting.
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Read article ↗THE SCHLOTT COMPANY PRESENTS
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