Top 11 FP&A (Financial Planning & Analysis) Consulting Firms, Consultants, Companies, Services, & Solutions
Struggling to optimize your financial planning and analysis? You're not alone. The right FP&A consulting firm can transform your financial strategy and eliminate a wide range of potential headaches.
In this article, we'll look at some of the top FP&A consulting firms, consultants, companies, services, and solutions to help you streamline your financial processes and drive better business decisions. If you’re ready to take your FP&A to the next level, let's dive in.
TL;DR Top 11 FP&A (Financial Planning & Analysis) Consulting Firms, Consultants, Companies, Services, & Solutions
Alpha Apex Group: Alpha Apex Group excels in FP&A consulting, offering expert solutions to boost financial performance and strategic growth with customized strategies that enhance decision-making and efficiency.
Armanino: Armanino specializes in financial planning and analysis consulting, helping businesses streamline processes, improve forecasting, and make informed strategic decisions with advanced tools and industry-specific expertise
Lescault and Walderman: Lescault and Walderman enhance business budgeting and forecasting through FP&A consulting
WG Consulting: WG Consulting provides tailored FP&A services to support business decision-making and enhance financial performance
Tarsus: Tarsus delivers comprehensive FP&A services, transforming financial data into actionable insights to help businesses align their financial strategies with overall goals and achieve long-term success
8020 Consulting: 8020 Consulting offers precise financial forecasting and strategic planning services, using a diagnostic approach to provide tailored financial solutions that support key business decisions
Alpha Apex Group is a premier consulting firm specializing in Financial Planning & Analysis (FP&A), offering strategic solutions to enhance financial performance and drive business growth. With a team of seasoned financial experts, Alpha Apex Group delivers tailored FP&A services that provide actionable insights and robust financial strategies.
Known for their analytical precision and strategic foresight, Alpha Apex Group combines deep industry knowledge with advanced financial modeling techniques. Their client-centric approach ensures customized solutions that align with specific business objectives and financial goals.
Key services:
Comprehensive financial planning and forecasting
Budgeting and variance analysis
Financial modeling and scenario analysis
Performance measurement and management
Strategic planning and decision support
Why work with Alpha Apex Group?
Alpha Apex Group’s dedication to excellence ensures clients receive top-tier FP&A solutions designed to optimize financial performance. Partnering with Alpha Apex Group provides access to unmatched expertise and innovative strategies, empowering businesses to make informed financial decisions and achieve long-term success.
Armanino offers business application consulting around financial planning and analysis. They help businesses streamline their financial processes, improve forecasting accuracy, and make more informed strategic decisions. They also offer advanced financial planning tools and techniques to help clients adapt to market changes.
Industries:
Finance
Technology
Healthcare
Retail
Manufacturing
Key Services:
Financial Planning and Analysis (FP&A)
Budgeting and Forecasting
Financial Reporting and Analytics
Financial Consolidation
Performance Management
Why Work with Armanino?
Armanino provides a suite of financial planning services that help businesses achieve greater efficiency and accuracy in their financial operations, driven by industry-specific expertise and advanced technological solutions.
Lescault and Walderman provides financial planning and analysis (FP&A) consulting services designed to improve business budgeting and forecasting. They specialize in creating accurate financial models that guide strategic decision-making and improve overall financial performance.
Industries:
Law Firms
Nonprofits
Staffing Companies
Health & Medical
Various others including Restaurants, Biotech, Real Estate
Key Services:
Budget Management
Forecasting Construction
Financial Reporting and Analytics
Financial Consolidation
Strategic Decision Making
Why Work with Lescault and Walderman
Lescault and Walderman offers FP&A consulting that turns complex financial data into strategic insights to give businesses a competitive edge through precise budgeting and forecasting models.
WG Consulting offers specialized financial reporting, planning, and analysis (FP&A) services to support business decision-making and improve financial performance. They provide financial insights and strategies tailored to each client's unique needs, drawing on advanced tools and methodologies.
Industries:
Oil & Gas
Healthcare
Manufacturing
Retail
Commodity Trading
Key Services:
Financial Reporting
Budgeting and Forecasting
Capital Budgeting
Financial Analysis
Scenario Analysis
Why Work with WG Consulting?
WG Consulting's FP&A services empower businesses with financial insights and strategic planning to drive informed decision-making and sustainable growth.
Tarsus offers financial planning and analysis (FP&A) services to help businesses create a solid foundation for future success. They provide strategic financial planning, detailed forecasting, and thorough financial reporting. Their approach transforms financial data into actionable insights to help businesses make informed decisions and align their financial strategies with overall business goals.
Industries:
Healthcare
E-Commerce
Consumer Packaged Goods
Manufacturing
Professional Services
Key Services:
Strategic Financial Planning
Forecasting and Budgeting
Financial Reporting and Analysis
Scenario Planning and Stress Testing
Capital Allocation Advisory
M&A Financial Due Diligence
Why Work with Tarsus?
Tarsus provides data-driven insights and detailed financial strategies that help businesses achieve their long-term objectives.
8020 Consulting offers a range of services to improve business decision-making through precise forecasting and strategic planning. They use a diagnostic approach to identify and address company-specific financial needs. Their comprehensive services include financial modeling, budgeting, and profitability analysis tailored to support key business decisions.
Industries:
Technology
Entertainment
Consumer Products
SaaS
Manufacturing
Key Services:
Integrated Financial Modeling
Long-Term Strategic Planning
Cost/Benefit Analysis
Budgeting and Forecasting
KPI Development and Benchmarking
Financial Turnaround & Restructuring
Why Work with 8020 Consulting?
8020 Consulting provides tailored financial solutions backed by extensive industry experience to ensure that companies receive precise, actionable financial insights.
7. RSM
RSM offers strategic finance and financial planning and analysis (FP&A) services to support complex financial decision-making. They provide customized financial modeling, capital markets readiness, and advanced data analytics to help businesses navigate financial challenges and opportunities.
Industries:
Financial Services
Manufacturing
Technology
Healthcare
Real Estate
Key Services:
Financial Reporting and Analysis
Budgeting and Forecasting
Strategic Financial Modeling
Capital Markets Readiness
Advanced Data Analytics
Why Work with RSM?
RSM delivers tailored financial insights and strategic support, empowering businesses to make informed decisions and optimize financial performance using advanced tools and methodologies.
8. Valiant Consulting Group
Valiant Consulting Group specializes in financial planning and analysis (FP&A) to help businesses optimize their financial performance. They offer critical analysis, cash flow projections, financial modeling, and performance metrics to support strategic decision-making.
Industries:
Technology
Healthcare
Retail
Manufacturing
Professional Services
Key Services:
Financial Modeling and Forecasting
Cash Flow Projections
Financial KPI and OKR Analysis
M&A Due Diligence
International Subsidiary Consolidation
Why Work with Valiant Consulting Group?
Valiant Consulting Group provides tailored financial insights and strategic support, helping businesses improve financial performance through precise analysis.
9. DLC
DLC provides financial planning and analysis (FP&A) services to help businesses gain accurate insights into past performance and current situations. They offer expertise in budgeting, forecasting, profitability analysis, and more, allowing clients to reach their financial goals.
Industries:
Finance
Technology
Healthcare
Manufacturing
Key Services:
Annual Budget Preparation
Quarterly Re-forecasting
Sales and Profitability Analysis
Operational Finance Refinement
Marketing ROI Evaluation
R&D Budgeting
Pricing Analysis
Acquisition and Divestiture Analysis
Why Work with DLC?
DLC provides FP&A services that empower businesses to proceed with high-priority financial tasks immediately.
10. Stout
Stout's Financial Planning & Analysis (FP&A) services aim to bridge the gap between business drivers and financial performance. They provide solutions that improve finance operations through better reporting, budgeting, forecasting, and strategic business support. Their approach integrates consulting expertise with practical industry experience.
Industries:
Various including Industrials and Healthcare.
Key Services:
Reporting and Analysis
Financial Planning
Liquidity Management
KPI Development and Tracking
Why Work with Stout?
Stout offers a comprehensive approach to FP&A, bolstering finance capabilities with tailored tools and models.
11. Capitalize Consulting
Capitalize Consulting focuses on improving the efficiency and accuracy of FP&A processes. They help financial planning and analysis teams streamline data integration from various sources, improve report generation, and optimize forecasting. With advanced technologies and automation, they aim to reduce the time and effort required for FP&A activities.
Industries:
Financial Services
Manufacturing
Healthcare
Public Sector
Energy
Key Services:
Custom Report Development
Data Integration
Cloud Data Warehousing
Project Management
Software Implementation
Why Work with Capitalize Consulting?
Capitalize Consulting stands out for its ability to provide innovative, technology-driven solutions that significantly improve FP&A processes.
Key Factors in Choosing a FP&A (Financial Planning & Analysis), Consultant
Here are some key factors to focus on when choosing your next FP&A consultant:
Industry expertise: Look for consultants with experience in your specific industry. They understand the unique challenges and opportunities you face, and their insights will be more relevant and actionable.
Proven track record: Choose consultants with a history of successful projects. Check their case studies and client testimonials.
Technological proficiency: Ensure the consultant is proficient with the latest FP&A tools and software. This includes data analytics, forecasting, and financial modeling.
Strong communication skills: Effective communication is crucial for successful consulting. Your consultant should be able to explain complex concepts clearly so you can implement their recommendations effectively.
Cost-effectiveness: Evaluate the consultant's pricing structure. Ensure it aligns with your budget without compromising on quality.
Ongoing support: Select a consultant who offers continuous support and follow-up. Your needs will evolve over time, and ongoing assistance is vital.
Which FP&A Consultant Will You Choose?
The firms and consultants we've discussed excel in industry expertise, proven track records, and technological skill. They offer tailored solutions, strong communication, cost-effectiveness, and ongoing support. These are the key factors that will drive your financial strategy forward.
With the right partner, you’ll make better business decisions and improve your financial planning. Take the time to consider your options, consult with different potential partners, and make an informed and balanced decision.