Financial Planning & Analysis

Cora Accounting offers Financial Planning & Analysis (FP&A) services, we can provide a broad range of services aimed at improving financial performance and supporting strategic decision-making. Key services include:

Budgeting and Forecasting : Assisting businesses in developing detailed annual budgets, long-term financial forecasts, and re-forecasting based on changing business conditions.

Financial Modeling : Building complex financial models to project future performance, evaluate new projects or investments, and perform scenario analysis for better decision-making.

Cash Flow Management : Monitoring and optimizing cash flow to ensure liquidity, minimize financing costs, and improve working capital management.

Variance Analysis : Comparing actual financial performance against budgeted figures, identifying variances, and providing insights into the reasons behind them.

Profitability Analysis : Analyzing the profitability of different products, services, or business segments to help clients focus on the most profitable areas of their business.

Key Performance Indicator (KPI) Development : Defining and tracking KPIs that align with business objectives, enabling leadership to monitor financial health and operational efficiency.

Cost Optimization and Efficiency Reviews : Evaluating cost structures, identifying areas of inefficiency, and recommending strategies to reduce costs without sacrificing quality or service.

Strategic Planning Support : Providing insights and analysis to support strategic initiatives such as mergers, acquisitions, divestitures, or expansion plans.

Reporting and Dashboard Creation : Developing customized financial reports and dashboards for real-time data visualization, providing management with timely, accurate insights for decision-making. 

Risk Management and Scenario Planning : Assessing potential risks, conducting scenario planning, and stress-testing financial plans to ensure businesses are prepared for market volatility or economic downturns.

Capital Allocation and Investment Analysis : Helping businesses make informed decisions about capital investments, including evaluating returns on investment (ROI) and advising on optimal capital allocation.

Cost-Benefit Analysis : Conducting in-depth analyses of specific business initiatives to ensure that benefits outweigh costs, guiding clients in making financially sound decisions.