Services Are Offered Nationwide
We’re a nationwide company offering stellar FP&A – Financial Planning and “Operational” Analysis services! We can work with small to mid-size businesses. With our help, your business can learn smarter ways to budget, forecast and improve your financial performance! Our financial consultants have tons of experience with business budgeting, forecasting and operational analysis. Not only that, but they have a true passion for what they do. One thing that sets us apart is our ability to listen. No two companies are the same, nor should your financial planning be! We’ll take the time to listen to your business’ story, style, and past performance. Then we’ll get straight to work on putting together a unique action plan for you!
Management Consulting
Responsibility leadership can be challenging in the best of situations, FP&A can work with your managers and provide invaluable insight and strategy to increase their effectiveness, improve company culture and performance. Unlock your lead team’s potential through:
- Integrated observations of personal interactions
- Identification of company leadership style and effectiveness
- Transformational coaching to align with business strategy
Operational Analysis
Transparency is key to aligning your operations budget plan with your strategic financial business
plan. It is equally as important to align your team members with your business plan. Our operational analysis services may include a:
- Deep dive analysis of key skills and competencies
- Focus groups and circular interviews
- Assessment of role alignment and operational performance
- Identifying Key Performance Indicators (KPI's)
- Tracking Actual vs. Budgeted Performance
Financial Planning
FP&A services plays a crucial role in helping company’s balance short term planning and long-term strategic objectives. Operating with a budget and long-range forecast can be the key to success and sustainability.
- Strategize and align key targets and resources
- Determine how to effectively manage to short- and long-term plans
- Make data supported decisions for growth
- Financial Modeling
- Visual Dashboards
Our FP&A consultants will help you figure out your current spending needs and set your budget if needed. Then we can work through your strategic goals and lay out a long-range forecast. This will help you have an idea of your targets, how you are getting there and what resources are needed to support the journey. It can take 2-3 months to set up a deeply organized budget or forecast by department, it is important to stay ahead of the game and start early. We can help set you up for success!
If your challenges are bigger than your budgeting and forecasting needs; and you require help understanding overruns, slow production and other concerns leading to inefficient operations, we can do a full operational analysis to show you how to get back on track, empower your leaders and work towards improving your business’ financial position. We understand how important it is to know how to measure your actual position with your intended financial position. Now that you’ve got a better understanding of what we do at Rise FP&A, how can we help your business in particular? Do you need help with budgeting, forecasting, and operational analysis? Great! Then your business is a perfect candidate for the services we provide, don’t be shy about reaching out to us today!