Planning

With 30 years of experience in financial planning I can help you develop robust processes and analytics so your organization can achieve its financial goals. From the short to the long-term planning, building top-down as well bottoms-up. Building models, communications, tools, timelines, etc., enabling an integrated process that can be revised as the business and economic conditions require. Here some of the areas of planning where we can create a great impact for your business:

Budget

• Target setting
• Bottoms-up
• Detailed budgeting

Forecast

• Quarterly
• Monthly
• Rolling horizon

Long-range Planning 

Opportunity/Pipeline

Integrated Planning

• Financial and Operational
• Planning the plan

Tools & Reports