Managed FP&A

Get the right data into the right hands, faster. Look forward to test assumptions, set goals, and make confident decisions. Financial planning and analysis (FP&A) serves as the data and analytical hub of the modern business organization, yet emerging and mid-market companies typically lack the multi-person dedicated FP&A teams of their larger brethren.

Our Finance Solutions Partner, First Water, specializes in crafting and executing on FP&A initiatives for emerging and mid-market companies. The CFO Alliance has chosen First Water as its FP&A partner for three reasons.

  1. First, the team has cracked the code on efficient outsourcing through First Water Managed FP&A Solutions, offering a cost effective business process outsourcing (BPO) approach to any aspect of the FP&A function.
  2. Second, their engagement model offers unparalleled flexibility to focus on the right answers for CFO Alliance members across Managed FP&A, project implementation, and FP&A talent acquisition.
  3. Third, they have combined FP&A with corporate finance solutions to center dialogue around value maximization and to leverage FP&A for more efficient capital and transaction processes. First Water deeply understands that the purpose of data is dialogue, and serves as an active participant in CFO Alliance roundtables and content creation.

First Water FP&A Solutions are delivered by a fully dedicated team and proprietary process methodologies, solving the “O to 1” conundrum of process and turnover risk for emerging and mid-market companies making initial investments into FP&A. FP&A solutions are delivered through flat fee Managed FP&A or traditional project implementation, and include:

  • Data Connectivity & Process Design for Centralized Sources of Truth (CSTs)
  • Stakeholder Financial and Operational KPI Reporting (Management, Lender, Sponsor)
  • 13-Week Cash Flow Forecast Implementation
  • Bottoms-Up Budget and Rolling Forecast Development
  • Power BI Dashboard Development
  • Business Requirement Scoping and Data Migration Support for System Selection and Implementation

Reach out to us here to start a dialogue about your FP&A goals.