Financial Planning and Analysis

Our FP&A services, underpinned by our extensive financial and analysis expertise, deliver tailored financial management services that are pivotal in strategic planning, budgeting, and performance management through KPIs. We ensure profitability and assist in optimizing working capital, bolstered by fundraising advisory and profit maximization initiatives that aim to achieve targeted business valuation and attract investors, thereby enhancing growth equity opportunities.

What Do We Offer?

Our Objective

Our mission is to inspire value creation and enduring success by guiding companies in enhancing their strategy, management, and finance-related business processes. FP&A is vital in shaping business strategy, crafting a strategic business plan, and steering budgeting and forecasting.

Fintelligence Consultants Financial Planning & Analysis Framework

At Fintelligence Consultants
  • We offer FP&A services aligned with your business strategy and tailored to your unique needs.
  • Our services go beyond the standard, enhancing performance and creating value through careful planning, improved efficiency, and ensuring increased competitiveness and long-term sustainability for your business.
  • We assist clients in identifying, prioritizing, and implementing short-term, medium, and long-term opportunities, instilling a sense of optimism about the potential for sustainable business success.
Our goal is to empower our clients, giving them the tools to address various concerns in decision-making while focusing on strategic objectives. We understand the challenges you face and are here to provide strategic solutions that put you in control of your business’s future.

Fintelligence Consultants Business Partner Approach

How do our clients benefit from our FP&A services? We help you achieve profit maximization, manage cash flow and working capital, understand your business's valuation and potential, and attract the right investors for growth equity.

Profit Maximization

Revenue enhancement and Margin Expansion are not just strategies but the principal routes to financial success. Revenue enhancement is through pricing strategies, and Margin expansion is through reducing the COGS ratio, cost optimization, and effective operating leverage. We assist you in driving revenue (Commercial Strategy) and establishing a margin management framework (Processes & Tools) without compromising the service levels.

Fintelligence Consultants Gross Margin Management Framework.

Cash Flow and Working Capital

Enhancing cash flow is a financial goal and a vital factor for sustaining operations and driving business growth. External factors, including customer demand and supplier dynamics, significantly impact the cash conversion cycle. Our tailored approach helps you establish robust policies, efficient processes, tools, and competence development to consistently minimize working capital, ensuring the smooth operation of your business.

Valuation, Value Creation, and finding out Intrinsic Value

Valuation is a crucial tool in business, providing a reference point for assessing a company’s worth. A business’s value is determined by its fundamental characteristics, earnings growth, and potential cash flow generation. Our expertise can help you identify intrinsic value and enhance value, whether you are looking to attract investors or planning to exit your business at some point.

Growth Equity

With the support of growth equity investors, you can unlock the potential for remarkable revenue growth and operational improvement. Our FP&A expertise in financial planning and analysis can help craft a compelling mid-term business plan that resonates with investors and propels substantial growth. We can assist you in preparing a business plan that showcases your growth potential and attracts the right investors to help you achieve it.

A Value Creation Plan, or Strategic Business Plan in layperson’s terms, is a valuable tool for attracting investors. We consider the investor’s perspective while creating the plan and advising the client.

Performance Management

Insight into a company's overall well-being can be obtained by examining the determinants of long-term growth and return on invested capital (ROIC), essential contributors to value creation for all enterprises. Subordinate value drivers can be classified into short-term, medium-term, and long-term categories. The selection of these drivers and establishing corresponding targets for assessment and enhancement should be customized for each company based on its distinct industry and strategic objectives.

Value-led Growth or Growth-led Value Creation

Fundamental principles of corporate finance

Companies create value by investing capital to generate future cash flows at return rates exceeding their cost of capital. The faster they can grow and deploy more capital at attractive rates of return, the more value they create. The mix of growth and return on invested capital (ROIC) relative to the cost of capital drives value creation. This principle results in the conservation of value: any action that doesn’t increase cash flows doesn’t create value.

  • The principles imply that a company’s primary task is to generate cash flows at the return on invested capital rates more significant than the cost of capital.
  • Following these principles helps managers decide which investments will create the most value for shareholders in the long term.
  • The principles also help investors assess the potential value of alternative investments.
  • Managers and investors alike need to understand in detail what relationships tie together:Cash flows, ROIC, and value.
  • How to factor any risks to future cash flows into their decision-making.

A good strategy starts with setting suitable targets.

To unlock your company’s full potential, it’s crucial to grasp the different ways to maximize value, beginning with establishing a data-driven strategy. A vital responsibility of a business leader is to define practical and attainable objectives that will shape decisions related to which markets to enter and how to compete in them. A fact-based approach is essential to identify and establish these targets by analyzing the potential levels of profitable growth and sustainable margins. This effort involves key universal concepts such as business definition, relative market share (RMS), and competitive dynamics, which are relevant across all industries and company sizes. >
  • Market context
    • Have I sufficiently outlined my business and comprehended the overall market and industry?
    • Do I thoroughly understand the factors driving growth and profitability?
  • Margin performance
    • Is the current business operating at its maximum potential?
    • Are the set targets realistic and strategically aligned to help the business achieve and maintain its full potential?
  • Growth opportunities
    • Are we making the most of our resources and goals to drive the company’s growth in revenue and profit?
  • Investor Alignment
    • Are my company’s achievements being acknowledged adequately by investors? Are market value and intrinsic value in harmony?
    • Do I comprehend the expectations of the capital markets for my business?

Fundraising Advisory

Securing the funding facility is essential for the success of any business. The fuel drives companies forward and allows them to reach their full potential. While using debt for expansion can be cost-effective, navigating stricter lending requirements is crucial. We specialize in analyzing opportunities for business growth, managing risk, and assessing creditworthiness, which significantly increases your chances of getting that essential loan approval.

Business and Executive Coaching and Competence Focus

Thoughtful execution and continual improvement are crucial to ensuring sustainable business results. We prioritize our clients by offering complimentary business coaching, tailored competency development, process support, tool support, and mentoring to help them achieve and maintain their desired outcomes.

Fintelligence Consultants accelerates sales growth and helps business owners and C-suite executives achieve their full business potential by integrating strategy, finance, and analytics.

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