Financial Planning & Analysis (FP&A)

Strategic budgeting, rolling forecasts, and driver-based models for proactive decision-making

Get Assessment

Modern FP&A Framework

Financial planning and analysis (FP&A) transforms finance from historical reporting to strategic partnership through predictive forecasting, scenario modeling, and actionable insights. Traditional budgeting consumes 4-6 months annually producing static plans obsolete within weeks. AGM Network FP&A implementations achieve 5-day monthly close, rolling 12-month forecasts, and 90% forecast accuracy.

FP&A Core Functions:

Strategic Planning: Long-range plans (3-5 years), capital allocation, M&A modeling
Budgeting: Annual operating plans with departmental accountability
Forecasting: Rolling forecasts updated monthly/quarterly with latest actuals
Variance Analysis: Actual vs budget/forecast with root cause commentary

FP&A Services

Budgeting & Planning

Collaborative budgeting with department owners. Zero-based budgeting (ZBB) or incremental approaches.

Rolling Forecasts

Continuous 12-18 month forecasts. Driver-based models linking KPIs to financial outcomes.

Scenario Modeling

What-if analysis for strategic decisions. Model best/worst/likely cases, sensitivity analysis.

Variance Analysis

Automated variance reports with drill-down. Explain revenue/margin variances to executives.

Management Reporting

Executive dashboards with KPIs. Board packages, monthly business reviews (MBRs).

Cash Flow Forecasting

13-week cash forecasts for liquidity management. Working capital optimization.

FP&A Technology Platforms

AGM Network implements cloud-based FP&A solutions:

Anaplan

Connected planning with in-memory calculation engine

Adaptive Insights

Workday solution for budgeting, forecasting, reporting

OneStream

Unified CPM for consolidation, planning, reporting

Oracle EPM

Planning (PBCS), FCCS for consolidation, narrative reporting

SAP Analytics Cloud

Integrated planning with SAP S/4HANA, BI dashboards

Prophix

Mid-market FP&A with automated data collection

Implementation Approach

Phase 1: Process Design

Map planning calendar, define budget structure (account/dept/product). Document approval workflows.

Phase 2: Data Integration

Connect to ERP, CRM, HRIS for actuals. Build data models with hierarchies, allocations.

Phase 3: Model Build

Configure driver-based models. Build revenue, expense, headcount, CAPEX models.

Phase 4: Reporting

Design P&L, balance sheet, cash flow reports. Build dashboards with drill-through.