Business Planning & 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. Risk insights for finance teams Explore the 2025 report on Finance Top Risks to understand the top CFO concerns. From macroeconomic impacts to operational threats and AI disruptions, gain insights into the strategies CFOs are implementing to navigate an uncertain future. Read more 2024 Global Finance Trends Survey Explore key findings from our finance survey on CFO transformations and global trends, emphasizing tech's role in strategic growth and security. Read more How We’re Helping Our Clients We deliver a wide range of capabilities to support your organisation's unique finance needs and beyond: graph BP&A Execution Support & Analytics Our customised solutions enable meaningful strategic, analytical and financial insights to drive critical business decisions and timely identification of key business risks and opportunities. Pro Tools Gear BP&A Transformation We design fit for purpose, scalable and agile processes supported by technology and automation, as well as cultivating a culture of cross-functional business partnership across the organisation. We also develop enhanced reporting enabling greater transparency of key business drivers, spend, and investments. Pro Digital Hightech Technology Enablement Our customised solutions enable more accurate and frequent financial reporting and financial projections leveraging meaningful analytical insights enabled by technology. We ensure integrity and governance of data used for planning, reporting, analytics and business decision support. Transaction Support We advise and guide our clients through significant transactions including exit events, such as IPOs and M&A, as well as post-M&A integration support. Playbook: Drive Results & Navigate Uncertainty How to Build an Effective Business Planning & Analysis Function Read the Playbook 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 ManagementOrganisations 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 SupportTraditional 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 DesignWell-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. Featured insights BLOG CFOs Must Be the Voice of Reason Amid Tariff Turmoil The CFO’s thoughtful, fact-rooted reaction and action to tariffs can stand out in contrast to what may appear to be drama day-trading by many (or even most) others who track tariff activity as a process story. Measurable concern: A recent survey... BLOG CFOs’ Risk Outlook—The Economy, Cyber and Talent Are Top Concerns Economic conditions and inflationary pressures, followed by cyber threats and rising labor costs, are the top near-term concerns for finance chiefs, according to the 2025 Executive Perspectives on Top Risks global survey. Economic concerns... SURVEY CFOs Are Leading the Expansion of FP&A Throughout the Enterprise Explore how CFOs lead the expansion of FP&A across enterprises, enhancing financial strategies and insights. BLOG FP&A — A Double-Duty Mandate for the CFO Necessitates Mature Capabilities A double-duty mandate on the CFO has resulted from the extension of financial planning & analysis (FP&A) responsibilities to leaders throughout the enterprise, placing additional demands on finance leaders. High stakes: FP&A expansion... SURVEY CFO Priorities Center on Data Protection, Planning, Process Improvement and Leadership CFO Priorities in data protection, strategic planning, and leadership are key for their role expansion and strategic positioning as CEOs. WHITEPAPER Business Planning & Analysis Is the Next Generation of Financial Planning As finance leaders collaborate with their business partners to adjust plans in the face of economic headwinds, they should take a moment to reflect on the state of their financial planning capabilities: Are financial plans adequately linked to... BLOG SAP and BlackLine Integration: How One Client Simplified Its Accounting and Financial Processes Chief financial officers and controllers are often looking for solutions that will improve reporting accuracy, increase agility for future growth opportunities and streamline audits while supporting environmental, social and governance (ESG)... Previous Article Pagination Next Article Featured client stories Optimierung der Auftragsabwicklung und Transformation der Debitorenbuchhaltung Dieser Kunde mit Sitz in den USA, eine Tochtergesellschaft eines globalen Wasseraufbereitungsunternehmens, bietet Water-as-a-Service-Solution für mehr als die Hälfte der Fortune-500-Unternehmen in Nordamerika an. Finanztransformation stellt Weichen für zukünftigen Erfolg Ein weltweit tätiges Hautpflegeunternehmen mit Sitz in den USA war Schwierigkeiten damit, seinen wichtigsten Stakeholdern und Private-Equity-Sponsor zeitnah Finanzberichte und Leistungsanalysen zur Verfügung zu stellen. Vorantreibung der Unternehmensstrategie durch Transformation der Back-Office-Prozesse Protiviti arbeitete mit dem COO und CFO daran, vorrangige Back-Office-Prozesse der Beschaffung, Buchhaltung und Finanzen zu bewerten, neu zu gestalten und zu standardisieren. Ziel: Kapazitäten für strategische und Wachstumsziele zu schaffen. Multinationales Konsumgüterunternehmen modernisiert FP&A weltweit mit SAP Analytics Cloud Dieser Kunde mit Sitz in den USA ist ein multinationales Konsumgüterunternehmen, das seit mehr als 150 Jahren besteht und heute mehr als 40.000 Mitarbeiter in 80 Ländern rund um den Globus beschäftigt. Technology Transforms Non-Profit’s Financial Processes Learn how a well-known non-profit revolutionised its financial processes through strategic technology integration. This case study explores the benefits of enhanced financial reporting, improved internal controls, and streamlined operations in a non... Previous Article Pagination Next Article
