FP&A & Reporting
Build or redesign your management reporting and planning frameworks - from data model to board pack - so your numbers are trusted, timely, and decision-ready.
Good management reporting answers the questions your business is actually asking - and reaches the people who need it in time to act. Building that capability requires more than good spreadsheets: it requires a clear data model, a well-designed chart of accounts, and reporting frameworks that connect operational activity to financial outcomes. I can build automated reporting that is interactive and intuitive to its audience
What this involves
- Review of your current reporting suite: what's being produced, who uses it, and what decisions it informs
- Design or redesign of the management reporting framework, including KPI selection and board pack structure
- Build or improvement of the underlying data model and reporting infrastructure
- Introduction of rolling forecasting frameworks to replace or supplement static annual budgets
- Documentation and knowledge transfer so your team owns and can maintain the new capability
Who this is for
Finance teams where reporting is reactive rather than proactive - where the board pack is produced under pressure and answers questions after the fact rather than anticipating them. This service also suits businesses preparing for a funding round, a new investor relationship, or a step-change in complexity, where current reporting isn't ready for the scrutiny ahead.
Start with an assessment
Let's find out what's holding your reporting back - an assessment is the place to start.