Service Offering
Financial Planning & Analysis
Legacy FP&A approaches burden executives with outdated financial data when they need real-time insights that enable proactive decision-making and strategic agility. Catalant's consultants combine proven operational experience with top-tier consulting expertise, enabling organizations to transform static budgeting into dynamic forecasting engines that:
APPROACH
Transform FP&A Into a Strategic Business Partner
01
Assess planning capabilities
Evaluate existing tools, processes, and forecasting cadence to identify gaps in agility, accuracy, and strategic alignment. Benchmark capabilities against industry best practices.
02
Define financial objectives
Align leadership on value creation levers, critical business drivers, and long-term goals to anchor FP&A efforts in strategy rather than operational reporting.
03
Design forecasting models
Develop driver-based planning models that connect financial and operational data, enabling rolling forecasts and real-time responsiveness to market conditions.
04
Build insight-driven analytics
Implement variance analysis and predictive dashboards that empower leaders with actionable intelligence rather than historical explanations. Deploy trend monitoring and performance indicators that identify risks and opportunities before they impact results.
05
Enable decision support
Deploy scenario planning tools and executive reporting that positions finance as strategic advisor, providing real-time visibility into business performance.
WINNING TOGETHER
Financial Planning & Analysis Use Cases
Problem
A growing organization lacked formal FP&A capabilities, relying on fragmented spreadsheets and ad hoc analysis. Leadership had limited visibility into business performance, budgeting was inconsistent across departments, and decision-making remained reactive without centralized financial planning.
Action
A diverse FP&A team with specialized skills in forecasting and business partnering established a comprehensive operating model with predictable rhythms, driver-based models built for real-time insight, and training programs that aligned team performance with business needs.
Results
- 35% improvement in forecast accuracy
- 40% reduction in budgeting cycle time
- Enhanced cross-functional engagement with higher leader satisfaction ratings
Driver-Based Planning Transformation
A public travel and leisure company relied on historical GL trends for budgeting, resulting in material forecast variances and limited actionable insights. Consultants implemented driver-based planning, focusing on key business levers by division and geography. The enhanced visibility improved forecast accuracy by 25% while expanding scenario planning capabilities for proactive decision-making.
Strategic Workforce Planning Model
A professional services firm struggled with workforce planning as costs were disconnected from revenue demand, creating inefficient headcount wish lists. Consultants introduced a strategic framework anchored in revenue drivers with span-of-control metrics and benchmarking. The disciplined approach highlighted staffing imbalances and enabled proactive workforce management aligned with financial goals.
featured experts
Financial Planning & Analysis Consultants
Yvonne T.
Ex-FP&A and strategic finance leader in PE and public companies
Delivers 20+ years of FP&A and strategic finance leadership in complex, high-growth environments. Led FP&A transformations that improved forecast accuracy, embedded cost governance, and aligned financial planning to priorities. Expert in scaling driver-based models, enabling operational agility, and delivering cost and revenue impact in dynamic conditions.
David A.
Ex-CFO and head of FP&A with $10B+ revenue experience
Brings 18+ years of diverse finance experience across Fortune 500 companies and high-growth private firms. Led FP&A for publicly traded organizations generating $10B+ in annual revenue and served as CFO of $100M private company, specializing in transformation and process optimization.
Adam S.
Ex-CFO and FP&A leader at Perella Weinberg Partners and Fortress Investment Group
Leads high-impact finance and FP&A functions with 15+ years of experience including CFO role at global firm with $350B AUA. Develops sophisticated projection models and drives data-informed decision-making for executive leadership through strategic financial modeling and performance optimization.
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