Strategic FP&A

The Financial Smith's Strategic FP&A service transforms financial planning from an annual administrative task into a continuous strategic advantage. We provide the analytical rigor required to predict future performance, allocate capital efficiently, and navigate market volatility. Our team acts as your strategic partner, delivering the forward-looking insights necessary to drive growth, secure funding, and maximize enterprise value.

Prediction

Agility

Alignment

Strategic financial planning session analyzing growth projections and budget variances.
Strategic financial planning session analyzing growth projections and budget variances.
Strategic financial planning session analyzing growth projections and budget variances.
Advanced financial modeling showing revenue forecasts and scenario analysis.
Advanced financial modeling showing revenue forecasts and scenario analysis.
Advanced financial modeling showing revenue forecasts and scenario analysis.

What we do

Driving growth through precision financial modeling

We move beyond historical reporting to model the future of your business. Our approach integrates operational drivers with financial outcomes, allowing us to stress-test strategies before they are implemented. Whether navigating a cash crunch or planning an expansion, we provide the quantitative roadmap to ensure your capital resources align perfectly with your strategic ambitions.

Services Offered

Comprehensive planning for financial resilience

We deliver a full suite of analysis and planning services designed to keep your business agile and capitalized.

1

Annual Budgeting

Collaborating with department heads to build detailed, actionable operating budgets for the fiscal year.

1

Annual Budgeting

Collaborating with department heads to build detailed, actionable operating budgets for the fiscal year.

1

Annual Budgeting

Collaborating with department heads to build detailed, actionable operating budgets for the fiscal year.

2

Rolling Forecasts

Implementing dynamic forecasting models that update continuously to reflect real-time market realities.

2

Rolling Forecasts

Implementing dynamic forecasting models that update continuously to reflect real-time market realities.

2

Rolling Forecasts

Implementing dynamic forecasting models that update continuously to reflect real-time market realities.

3

Variance Analysis

Dissecting the "why" behind budget deviations to drive accountability and operational correction.

3

Variance Analysis

Dissecting the "why" behind budget deviations to drive accountability and operational correction.

3

Variance Analysis

Dissecting the "why" behind budget deviations to drive accountability and operational correction.

4

Scenario Modeling

Creating "best," "base," and "worst" case scenarios to prepare for market shifts and risks.

4

Scenario Modeling

Creating "best," "base," and "worst" case scenarios to prepare for market shifts and risks.

4

Scenario Modeling

Creating "best," "base," and "worst" case scenarios to prepare for market shifts and risks.

5

Cash Flow Projections

Mapping future cash requirements to ensure liquidity for operations, debt service, and investment.

5

Cash Flow Projections

Mapping future cash requirements to ensure liquidity for operations, debt service, and investment.

5

Cash Flow Projections

Mapping future cash requirements to ensure liquidity for operations, debt service, and investment.

6

Unit Economics Analysis

Analyzing profitability at the product or customer level to optimize pricing and contribution margins.

6

Unit Economics Analysis

Analyzing profitability at the product or customer level to optimize pricing and contribution margins.

6

Unit Economics Analysis

Analyzing profitability at the product or customer level to optimize pricing and contribution margins.

How we work

A structured approach to financial foresight

Strategic financial planning session analyzing growth projections and budget variances.
Strategic financial planning session analyzing growth projections and budget variances.
Strategic financial planning session analyzing growth projections and budget variances.

Our methodology ensures that your financial plans are rooted in data and aligned with your long-term vision.

Data Gathering & Driver Analysis

We start by identifying the key operational drivers that impact your revenue and cost structures.

Data Gathering & Driver Analysis

We start by identifying the key operational drivers that impact your revenue and cost structures.

Data Gathering & Driver Analysis

We start by identifying the key operational drivers that impact your revenue and cost structures.

Model Construction

Our analysts build robust, flexible financial models tailored to the specific nuances of your industry.

Model Construction

Our analysts build robust, flexible financial models tailored to the specific nuances of your industry.

Model Construction

Our analysts build robust, flexible financial models tailored to the specific nuances of your industry.

Review & Stress-Testing

We stress-test assumptions with leadership to ensure the plan is both ambitious and achievable.

Review & Stress-Testing

We stress-test assumptions with leadership to ensure the plan is both ambitious and achievable.

Review & Stress-Testing

We stress-test assumptions with leadership to ensure the plan is both ambitious and achievable.

Monitoring & Optimization

We establish a cadence of monthly reviews to track actual performance against the plan and adjust course.

Monitoring & Optimization

We establish a cadence of monthly reviews to track actual performance against the plan and adjust course.

Monitoring & Optimization

We establish a cadence of monthly reviews to track actual performance against the plan and adjust course.

A financial analyst presenting a growth forecast model on a large screen to a group of stakeholders.
A financial analyst presenting a growth forecast model on a large screen to a group of stakeholders.
A financial analyst presenting a growth forecast model on a large screen to a group of stakeholders.

Get in Touch

Let’s build clarity, confidence, and growth together

Whether you’re looking to refine your financial strategy, explore partnership opportunities, or discuss tailored consulting solutions — our team is here to help.

A man wearing glasses and a blazer working at a desk, writing in a notebook beside a computer monitor in a modern office.
A man wearing glasses and a blazer working at a desk, writing in a notebook beside a computer monitor in a modern office.
A man wearing glasses and a blazer working at a desk, writing in a notebook beside a computer monitor in a modern office.

Other Services

	A modern financial dashboard displaying real-time liquidity and profitability metrics on a high-resolution monitor.
Financial Intelligence & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

	A modern financial dashboard displaying real-time liquidity and profitability metrics on a high-resolution monitor.
Financial Intelligence & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

	A modern financial dashboard displaying real-time liquidity and profitability metrics on a high-resolution monitor.
Financial Intelligence & Dashboards

Transform complex data into clear, real-time insights that drive faster, smarter business decisions.

A professional investor pitch deck displayed during a boardroom presentation.
Investor & Corporate Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

A professional investor pitch deck displayed during a boardroom presentation.
Investor & Corporate Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

A professional investor pitch deck displayed during a boardroom presentation.
Investor & Corporate Presentations

Craft compelling financial narratives and visual presentations that secure funding and stakeholder buy-in.

Conducting a thorough diagnostic review of business financial statements.
Financial Health & Diagnostic

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Conducting a thorough diagnostic review of business financial statements.
Financial Health & Diagnostic

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Conducting a thorough diagnostic review of business financial statements.
Financial Health & Diagnostic

Comprehensive diagnostic reviews to identify risks, uncover inefficiencies, and validate financial stability.

Diverse team of financial professionals collaborating on data analysis using a laptop in a modern high-rise office.
Financial Systems Transformation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Diverse team of financial professionals collaborating on data analysis using a laptop in a modern high-rise office.
Financial Systems Transformation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Diverse team of financial professionals collaborating on data analysis using a laptop in a modern high-rise office.
Financial Systems Transformation

Streamline operations with modern financial software, integrated workflows, and automated reporting.

Leading a corporate financial wellness workshop for employees.
Financial Wellness & Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

Leading a corporate financial wellness workshop for employees.
Financial Wellness & Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

Leading a corporate financial wellness workshop for employees.
Financial Wellness & Education

Empowering teams and individuals with the knowledge to make confident, strategic financial decisions.

Managing personal financial administration and vendor coordination.
Concierge & Advisory Services

Bespoke financial support and lifestyle management for busy professionals and growing businesses.

Managing personal financial administration and vendor coordination.
Concierge & Advisory Services

Bespoke financial support and lifestyle management for busy professionals and growing businesses.

Managing personal financial administration and vendor coordination.
Concierge & Advisory Services

Bespoke financial support and lifestyle management for busy professionals and growing businesses.