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FP&A Advisory

FP&A built like an extension of your team.

Undefined processes, disconnected systems, and weak strategic partnership cap what FP&A can deliver. CFGI brings trusted advisors, an operator mindset, and flexible engagement that fits how your team actually works.

Explore FP&A servicesSee case studies
Maximising the value of your FP&A team

Most finance organisations are constrained by the same four limits.

Undefined processes, disconnected systems, and weak strategic partnership cap the value FP&A can deliver. Our practice maps directly to the four places those constraints live: process, reporting, business support, and data and technology.

01

Operational challenges

Undefined processes and workflows. Minimal stakeholder collaboration. Slow alignment between Finance and the business.

02

Reporting & analysis

Slow preparation. Insights that miss the mark. Stakeholder needs the current reporting doesn’t meet.

03

Business support

FP&A sits apart from operations, with limited visibility into the drivers shaping performance.

04

Data & technology

Fragmented data sources. Overreliance on Excel. Manual-error risk in close, reporting, and forecasting.

How CFGI FP&A Advisory helps

FP&A support across planning, forecasting, partnering, reporting, and interim execution.

CFGI acts as a seamless extension of your finance team. We modernise FP&A across strategy, planning, partnering, reporting, technology, and interim execution, with senior expertise to step in and the operator mindset to stay close to the business.

Strategic Planning & Budgeting

Structured annual operating plans aligned to strategy. Milestones, ownership, and accountability built into the cycle.

Forecasting with Accuracy & Speed

Accurate, timely inputs paired with dynamic, informative outputs. AI-aided forecasting and rolling models when they fit.

Cross-Functional Partnering

A shared language between Finance and operations. Business partners actually own their numbers and the conversations they drive.

Quality Reporting & Insights

Unified data. Standardised reporting. Real-time insights that reach leaders when decisions are being made.

Interim & Managed Services

On-demand FP&A capacity, from analyst-level support to interim Director of FP&A, VP Finance, and CFO leadership.

Strategic Planning & Budgeting

  • 3-Statement Financial Model
  • 13-Week Cash Flow
  • Reporting Package
  • Budget & Forecast Process

Forecasting with Accuracy & Speed

  • Strategic Planning (3-to-5 year LRP)
  • KPI Development & Benchmarking
  • Value Creation / Synergy Measurement & Tracking

Cross-Functional Partnering

  • FP&A Stand-Up
  • Interim Support
  • Managed Services
  • Supply Chain Finance

Quality Reporting & Insights

  • FP&A IPO Maturity Assessment
  • EPM Assessment & Implementation
  • Dashboards & Analytics
  • Process & Model Automation
Delivery model

FP&A Stand-Up

Process architecture, team design, tool selection, and operating cadence. We build the function alongside your team so it runs by go-live and survives the handoff.

Typical engagements define the Budget, Forecast, and Long-Range Plan calendar, build dynamic models, and establish stakeholder templates.

Delivery model

Interim Support

Fill gaps in capacity or skillset with experienced FP&A specialists. Roles range from financial analyst through interim Director of FP&A, VP Finance, and CFO.

Senior consultants step in to own deliverables while the in-house team gets backfilled and ramped in parallel.

Delivery model

Managed Services

Outsourced execution of defined Finance deliverables. The right answer when handing a workstream over and getting time back.

Scope sizes to the business and gets revisited as priorities shift, with senior oversight from FP&A Advisory leadership.

Why CFGI in FP&A

Trusted advisors with an operator mindset.

Our FP&A Advisory practice is built around senior consultants who have done the work: leading FP&A at Fortune 50 companies, scaling functions for private-equity portfolios, and standing up FP&A from scratch for growth-stage businesses.

Built to operate as an extension of your team.

  • Operator mindsetOperators who have owned the seat, having led FP&A for business units ranging from mid-cap to large-cap, with significant revenue and team scale.
  • Trusted advisorsEngagements that span Head of FP&A through analyst level, with experience supporting organisations from startups through major enterprises.
  • Flexible engagementFP&A Stand-Up, Interim Support, and Managed Services models that flex with your timeline and priorities.
  • Private-equity readyDeep experience supporting sponsor-backed companies on value creation, performance reporting, and the analyses lenders and boards expect.
  • No audit restrictionsIndependent advisory support, free of audit-firm independence constraints. We move at the speed of the business.
Key challenges we solve

Practical help for the planning, forecasting, and reporting issues slowing FP&A teams down.

Undefined processes and workflows

FP&A cycles run without clear milestones, ownership, or a shared calendar. We define the cadence, build the templates, and bring Finance and the business back into the same room with shared accountability.

Slow, manual reporting

Reporting prep consumes the cycle and crowds out actual insight. We rebuild the package, standardise data sources, and get accurate, board-ready reports to leaders on time.

Limited visibility into drivers

Forecasts overlook the operational drivers shaping performance: volume, mix, capacity, pricing. We rebuild models around the actual economics of the business so leaders can see, and act on, what moves the number.

Fragmented data and Excel sprawl

Data lives in disconnected systems, with overreliance on manual workbooks and constant error risk. We consolidate, cleanse, and structure data so reporting and forecasts can actually be trusted.

Disconnected business partnering

FP&A sits separate from operations and never earns the trusted-advisor seat. We install the partnering model using a PMO approach where helpful.

Misaligned tools and EPM tech debt

Forecasting and consolidation tools don’t match the business’s complexity. We handle EPM assessment, vendor selection, and implementation, and we help your team actually adopt them.

Client impact

FP&A work with measurable outcomes.

£300MRevenue served on an Interim Support engagement for a PE-backed life sciences portfolio company. Team stood up producing standardised reporting and a new monthly Board pack.
1.4GW+Reporting and BI capabilities delivered for a renewables PE portfolio company, with Power BI dashboards for Actuals vs. Budget and EBITDA bridge replacing manual, Excel-based reporting.
13-weekCash flow visibility delivered to a portfolio company, aligning PE and management expectations and supporting proactive prepayment funding.
13FP&A Advisory services across four pillars, from 3-Statement modelling to EPM Assessment and Implementation, matched to where your team is today.
Case studies

FP&A work, told in full.

Case Study

EPM Assessment & Implementation for a PE-backed hospitality portfolio company

£300M Revenue · EPM Assessment & Implementation

Scenario

Manual, Excel-based budgeting and forecasting. No real-time data integration or scenario planning. Slow, disconnected forecast cycles.

Action taken

Conducted a current-state assessment and pain-point analysis. Defined the future-state operating model. Ran vendor evaluation and built an implementation roadmap.

Outcomes

  • Driver-based forecasting and automated workflows replaced manual processes.
  • Forecast cycles shortened, with improved accuracy.
  • Collaboration strengthened across brands.
Case Study

Interim Support for a public life sciences company

~$5B Revenue · Interim Support

Scenario

Corporate FP&A function in EMEA lacked the resources and skill sets to support key projects. Daily sales reporting and constant-currency reporting both inaccurate.

Action taken

Deployed a Director, reporting into the VP. Designed and implemented constant-currency reporting. Enhanced data analysis and reporting capabilities.

Outcomes

  • Delivered Revenue and gross margin reporting for the 5-Year Strategic Plan and FY26 Budget process.
  • Improved timeliness of reporting.
  • Strengthened collaboration across business units.
Case Study

3-Statement Model for a PE-backed financial services portfolio company

£300M AUM · 3-Statement Model

Scenario

Existing FP&A tools fragmented and manual. Model misaligned with strategic KPIs and exit goals. Limited scenario planning and slow refresh cycles.

Action taken

Designed an integrated, Excel-based FP&A model consolidating budgeting, forecasting, and cash flow. Embedded scenario analysis for funding requirements. Delivered investor-ready outputs with KPI dashboards.

Outcomes

  • Delivered a scalable, scenario-ready tool for working capital forecasting and valuation.
  • Faster, more accurate reporting to investors.
Case Study

13-Week Cash Flow for a PE-backed life sciences portfolio company

£300M Revenue · 13-Week Cash Flow

Scenario

Legacy 13-week cash flow reporting, highly manual and error-prone. Low forecasting accuracy and no ability to model scenarios, leaving little trust in the short-term forecast.

Action taken

Built a driver-based, automated 13-week rolling cash flow model with dynamic inputs and scenario-ready outputs. Delivered an executive dashboard and model instruction manual.

Outcomes

  • Reliable forecasts delivered in hours, not days.
  • Real-time visibility into risks and opportunities.
  • Improved working capital management.
FP&A Advisory leadership

Connect with CFGI’s FP&A Advisory leader.

Ready to modernise your FP&A function?

Let’s talk about the planning, forecasting, partnering, and reporting work your team needs to execute next, whether that’s an FP&A Stand-Up, Interim Support, or a Managed Services engagement.

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