Independent FP&A consulting for U.S. businessesBetter decisions begin with better finance.
THE SCHLOTT COMPANYFINANCE & ADVISORY
THE SCHLOTT COMPANY / FP&A HEALTH CHECK

How healthy is your FP&A function?

A useful finance assessment asks whether your process helps leaders make better decisions—not simply whether the forecast has enough tabs.

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6-QUESTION SELF-ASSESSMENT

Assess how your FP&A process supports decisions

Answer six questions based on your current operating practices. You’ll receive an immediate directional score, with no email required.

1. Forecast assumptions are tied to measurable business drivers.
2. Key forecast assumptions have named owners.
3. Leaders can see why actuals differ from the forecast.
4. Reports clearly identify decisions, not merely variances.
5. The team can compare scenarios and tradeoffs.
6. Planning and reporting can be repeated without heroics.
WHERE TO BEGIN
01

Forecasting

Are assumptions tied to business drivers, accountable owners, and timely revisions?

Explore ↗02

Reporting

Can executives quickly see what changed, why it matters, and what needs a decision?

Explore ↗03

Decision support

Do scenarios show tradeoffs, triggers, and the cost of inaction?

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Let’s make the next step useful.

Request a brief review conversation. We’ll discuss the scope and next steps before any work begins.

Request a short 30-minute consultation ↗