Planning, Budgeting, and Forecasting

The quality of an organization’s financial plan is determined in its ability to analyze facts and variables in a way that is reliable and predictive. Repeating the process of reanalyzing information and realigning goals is imperative to making precise predictions and market strategies. The financial planning process becomes an accurate and reliable tool for strategy-setting and financial measurement. Identifying variables that drive revenue costs, collecting understanding and buy-in from data, and building a solution helps make the planning process reliable for a solution. The most effective planning processes are predictive and iterative, linking strategic and operating plans with regular forecasts and risk/opportunity analysis with the ability to simulate possible outcomes.

Benefits:

• Improve efficiency and accountability
• Simplify budgeting/planning/forecasting by using familiar formats like Microsoft excel
• Predictive Analytics
• Accomplish:
  • Revenue and COGS planning, budgeting, and forecasting
  • Strategic Planning and Forecasting with Scenario Modeling
  • Workforce and Labor Planning
  • Capital Investment and Project Planning