Financial Planning and Analysis (FP&A) is focused on management accounting and prospective, forward-looking projections and forecasts built upon underlying strategic and business assumptions. This encompasses both the macro and specific environments a particular company or business operates in. In doing so an FP&A professional must be aware of, and incorporate, accounting (reporting, compliance, tax etc.), finance (capital structure & financing-treasury) as well as strategic planning guidance, policies and objectives.
Good FP&A work involves making sure that that retrospective reporting (variance analysis) provides actionable explanations of variation from goals, targets and strategic imperatives in order to allow corrective measures to be undertaken. Further, FP&A professionals must be able to “translate” operating data into financial terms that allow for measurement, reporting and management.
FP&A work can come at you in unexpected ways, be it a budget cycle, acquisition, special project or staff turnover. As a finance executive this leaves you with a need to augment your staff - often times in a hurry!
This is where I can help.
I have been able to leverage my 28 years of FP&A experience to the advantage of my clients across multiple industries within companies of various sizes. This allows me to be a “plug-n-play” resource for my clients. (see detailed experience below)
I am a Interim CFO and Finance consultant specializing in Financial Planning and Analysis engagements.
If you are having a tough time finding the resources and talent to get you through the challenges of FP&A look no further: I can help you with the simplest as well as complex project execution.
I have spent the last twenty-eight years working in FP&A and Strategic Planning.
I have a BA and MA in Economics from the Ohio State University and the University of Akron, respectively.
Contact me to discuss how I can help you with you FP&A challenges.
614-565-2932
Monday - Friday: 9am - 5pm
Saturday: By appointment
Sunday: Closed
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