FP&A Function Design
Define the structure, responsibilities, and processes of the FP&A function. Our FP&A consulting services help establish scalable team design and clear separation from the accounting function within the Office of the CFO.
Financial Insight for Growing Companies
As companies grow, leadership needs clear financial insight to guide decisions about hiring, investments, pricing, and expansion. Financial statements provide essential information about past performance, but leaders also need visibility into what lies ahead.
Without structured Financial Planning and Analysis (FP&A), important decisions are often made with limited insight into future performance, business drivers, and financial outcomes.
FP&A provides the forward-looking perspective leaders need to plan effectively and allocate resources with confidence.
WHAT FINANCIAL PLANNING AND ANALYSIS (FP&A) DOES
Accounting and FP&A serve complementary roles within the Office of the CFO. Accounting records transactions, manages the close process, and maintains compliance with financial reporting requirements.
FP&A builds on that foundation by developing budgets and forecasts, analyzing business performance, evaluating financial drivers, and supporting capital allocation decisions.
Put simply:
- Accounting answers the question: What happened?
- FP&A answers the question: What should we do next?
For a deeper discussion, see our article Accounting vs. Finance: Understanding the Differences.
FP&A Consulting Services
Strong FP&A capabilities help leadership understand where the business is going and how it is performing. Momentum CFO provides FP&A consulting services that help companies establish or strengthen their FP&A functions so leaders can plan effectively, measure performance, and allocate resources with confidence.
Planning & Forecasting
Implement structured planning processes that translate strategy into annual operating budgets. Develop driver-based forecasts and what-if scenarios that provide visibility into future financial performance.
Performance Management
Measure financial and operating performance against company goals through clear management reporting, variance analysis, and recommendations on what actions to take next.
Financial Analysis and Decision Support
Analyze revenue, margins, cost drivers, and KPIs to identify risks and opportunities. Develop financial models and scenario analyses that inform strategic and operational decisions.
Our Approach
FP&A capabilities develop as companies grow. Some organizations have little or no dedicated FP&A capacity, while others have established teams that are ready to expand the role of finance in planning, performance management, and decision support.
Momentum CFO works with companies at different stages of this progression, adapting the role of FP&A leadership to the needs of the organization. The objective is always the same: strengthen the finance function so leadership teams have clear financial insight to guide the business forward.
Establish the Foundation
Some organizations have no dedicated FP&A function, and planning and analysis responsibilities are handled within accounting or performed on an ad hoc basis. In these situations, Momentum CFO helps establish the foundation of the FP&A function by defining its structure, responsibilities, and role within the Office of the CFO.
Expand FP&A Capability
Organizations may have a distinct FP&A team, but lack the senior leadership needed to guide the development of the function. Momentum CFO provides experienced FP&A leadership to help shape the direction of the team, strengthen capabilities, and guide the evolution of the function as the organization grows.
Elevate Finance as a Strategic Partner
At this stage, the focus shifts to expanding the role of finance as a strategic partner to leadership. Momentum CFO helps develop FP&A team members into trusted partners to leadership, strengthening the connection between financial insight and business decision-making.
What Our Clients Say
Rosemary and her team possess deep knowledge in numerous areas like financial reporting, business intelligence, and data analytics. Momentum CFO will help your organization gain better insights and offer strategic recommendations to achieve your goals.
I would give Rosemary ten stars on a five star scale if I could. I am happy to refer anybody that I know to Rosemary’s work because of the high trust that I have in her and integrity of her work.
I brought Rosemary in to help my business when it was in a financial crisis. She immediately helped me right my ship by pinpointing vendors that were charging too much or failing to deliver. Rosemary evaluated my company’s financial situation, found issues that could lead to future problems, and created a plan to generate greater profit with less effort. Now my company is forward-thinking, and I know my finances are in good hands with Momentum
I gained invaluable insight from Rosemary’s financial reports and dashboards! They helped me make important executive decisions that increased our business’s revenue and profitability.
Rosemary is diligent, committed to high quality work, well versed in financial practices, and able to communicate complex information to any audience regardless of its level of understanding of financial statements.
Rosemary has gone above and beyond since the very start. She is incredibly respectful, systematic, detail oriented, and exceptional in every way. It is extremely reassuring to have her guidance on present and future financial health.
Rosemary’s spreadsheets are beautiful, in the sense that they are laid out very methodically and built with easy to read color coded cells in such a way that when you punch in numbers, you know where to look for answers. In addition, her advanced Excel skills and business acumen, which comes from working in various industries and companies of very different sizes, really helped me, the client, because she can get to the heart of the issue very efficiently and not waste time and money.
I must admit that I had no idea of the tremendous value a CFO could bring to my company until I hired Rosemary. Rosemary has been fantastic to work with over the past two years, and I have learned so much about financial metrics and reporting from her. Not only does Rosemary deeply analyze and report on every aspect of our business, she constantly provides suggestions on how to streamline and improve the financial health of the company.
Our business had recently completed an overhauling of how we did things; we found things that had been done for years and needed addressing. We wish we had known what Momentum CFO could have done for us sooner, so we could’ve saved time and money. Having Momentum CFO on board has changed everything: our accounting, reporting, forecasting and most of all budgeting improvements. We recommend all types of businesses take the time to experience what we now have!
My experience with Rosemary has been nothing short of insightful and meaningful. It has been a learning and development partnership between us. She has a wealth of knowledge that aids in my role at Cal Head & Neck. She is a great partner and collaborator and I am grateful to have her as a colleague.
Rosemary’s professionalism and attention to detail always impressed me. Her extreme attention to detail, building very complex financial models, and “teaching you to fish” approach is really incomparable.
From our initial meeting, Rosemary was not trying to push services. She took the time to understand our company to design a plan to meet our goals. Her commitment is what’s best for us as clients. Rosemary’s qualities are not seen very often in business. I want to thank you for your integrity, honesty, and professionalism.
Build Momentum. Grow with Confidence.
