JA | planning + analysis

What? FP&A (Financial Planning & Analysis): Financial modeling, budgeting, forecasting, and KPI development. For? Startups and VC funds We provide services such as: KPI Development We conduct a deep dive on the available financial and qualitative data, with the goal of determining the set of KPIs that will drive impact and returns. Whether for a startup company looking to refine its vision for the next year, or on behalf of a VC or PE fund for each company in its portfolio, our KPI Dashboard identifies the 3-4 critical levers the organization can maneuver to achieve meaningful change. The FP&A Roadmap This is our deep dive. We build and implement an FP&A framework of tools and processes to ensure decision making that's methodical and strategic. * Review existing analytical and reporting tools * Refine or build models, budgets, planning analytics, and forecasts, designed for precision and insight * Establish repeatable processes for ongoing compliance * Develop informative yet simple reporting * Champion data-driven KPI development * Outline and implement strategic initiatives across multiple business functions