Based on your company strategy, we can produce financial modeling in line with targets out 3-5 years. We can support optimized investments and operations by modeling various paths to achieve targets and support choosing the most optimal path forward. Modeling serves as a starting point for next year’s budget and identifying investment funding available or needed.

By analyzing various paths for growth, including new product investments and acquisition targets, we can determine the financial return and build the most optimal portfolio to achieve your goals. We can support investment funding decisions, either through external funding or internal capital allocation, and set KPIs and define data needs for investment tracking.

Create timeline & process for the financial components of an annual operating plan including Long Range Financial Modeling, Budgeting and In Year Forecasting. Execute AOP as needed. Create Financial Models in support of forecasting revenue and expense, define KPIs for tracking success, define data needs and support the build/setup of data capture for financial purposes.

Identify areas for improvement in profit margins or operating expenses. Areas of focus include pricing strategy, product roadmap, fixed and variable cost reductions, and build versus buy strategies. Create plan to improve and set targets/metrics for tracking success.

Have a project that needs a bit of financial support? Let us analyze the financials of an opportunity, pick the best of a set of options, create metrics to track project success, and track the project financials through completion.