Financial Planning and Analysis

Navigate volatility and evolving challenges through the power of business partnership and financial planning and analytics to support long-term growth

The future is difficult to predict. When coupled with market volatility, economic shifts, and evolving workforce dynamics, organisations must become even more strategic and agile to remain competitive. Protiviti's Business Planning & Analysis practice supports our clients through this accelerating pace of strategic decision making with real-time planning activities, leveraging analytics to provide meaningful insights to drive business performance.

Navigating this challenging environment is a continuous journey, and there is no one-size-fits-all solution. Protiviti's Business Planning & Analysis team:

Customises solutions to enable meaningful strategic, analytical and financial insights to drive critical business decisions.
Designs scalable and agile processes supported by technology, automation and advanced analytics.
Cultivates a culture of cross-functional collaboration and alignment across our clients' organisations.

High-value data, high-stakes decisions: CFOs drive growth and risk strategies

Explore Protiviti’s Top Risks Report 2026 for finance executives to understand emerging challenges in AI, data security and global market volatility.

2025 Global Finance Trends Survey

Finance trends 2025 report outlines CFO priorities, AI adoption in financial services, and finance transformation driving the future of finance.

We deliver a wide-range of capabilities to support your organisation's unique finance needs and beyond:

Finance and Accounting Process Optimisation

Our finance and accounting processes are uniquely designed to enable scalable growth, leverage leading technologies, transform the workforce from transactional to advisory, and better integrate with other business functions.

Cost and Performance Management

Develop innovative approaches for sustainable cost control that provide the data insights, strategies, and capabilities required to make intelligent business decisions and drive performance and growth.

Finance Technology and Data

Align strategic finance initiatives and technology with business priorities and growth plans to help finance leaders realise efficiency, grow securely, and mine better data.

Data and Analytics Services

Our enterprise data and analytics services help companies not only manage the data, but also break down data silos to identify untapped opportunities and expose hidden risks.

Intelligent Automation

Organisations are increasingly turning to intelligent automation to automate business processes, improve efficiency, and drive finance transformation. Learn more about how we can help you integrate intelligent automation into your finance function.

IPO Readiness

Preparing to become a public company is time-consuming and complex. Once public, companies need to meet a new set of requirements and expectations. We assist management with all stages of an initial public offering (IPO) including SPAC & de-SPAC transactions.

M&A Consulting

The M&A process is one of the most challenging endeavor a company can undertake. Protiviti’s M&A Consulting solution provides the guidance and expertise needed to navigate every step of the process.

Our Business Planning & Analysis Approach

The next generation of financial planning is business planning & analysis (BP&A). BP&A is an enterprise-wide collaborative effort to develop meaningful strategic, analytical, and financial insights to drive critical business decisions in an agile environment. To establish a successful BP&A function, agility, and cross-functional collaboration, coupled with the ability to source data and intelligence from across the business, are critical elements to deliver financial and business insights to drive decisions and navigate uncertainty.

Strategic Planning and Forecasting
Strategic Planning | Annual Budgeting and Forecasting | Capital & Cost Management
Organisations that have strong capabilities in the planning and forecasting areas are able to drive key decision, manage financial health and shareholder expectations while mitigating risks and navigating marketplace volatility.
Reporting and Analytics
Enterprise-Wide Executive Dashboards | Advanced Analytics | Key Metrics & KPIs | Strategic Decision Support
Traditional planning approaches are being augmented with ongoing advanced analytics, requiring an agile finance function with deep analytical capabilities in financial planning and risk management.
Business Partnering
Cross-Functional Collaboration Organisational Design
Well-defined roles and responsibilities are more important than ever to avoid duplicative efforts and inefficiencies. Optimisation of activities across the organisation is necessary to drive accurate and timely reporting and analytics.