Financial Planning and Analysis | Protiviti United Kingdom

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.

Playbook: Drive Results & Navigate Uncertainty

How to Build an Effective Business Planning & Analysis Function

Read the Playbook

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 Offerings

Protiviti’s BP&A practice offers end-to-end customised solutions for our clients to help understand and address their most challenging planning and analytics issues. Protiviti combines the strategic approach of consulting with the power of practice experience to deliver results.

BP&A Execution Support & Analytics

Financial Performance Support
- Financial models – long-range plan, budgets, forecasts
- Working capital planning and optimisation
- Management reporting
Strategic Decision Support
- Scenario management
- Strategic cost optimisation
- Pricing and profitability analysis
- Pro-forma modeling
Analytics
- Data & analytics strategy
- Business intelligence, reporting and analytics
- Big data & advanced analytics
ESG
- Metric development and tracking
- Forecast and capital planning impacts

BP&A Transformation

Process Optimisation
- Process assessment & benchmarking
- Process design and enhancement
- Digital transformation
Target Operating Model Design
- Organisational assessment
- Service delivery design – shared services, centers of excellence
- Skills assessment and talent upskilling
- Finance business partnership
- Incentive alignment
- MBS resource support model
Financial Reporting Transformation
- Report standardisation & rationalisation
- Financial reporting and strategic initiatives alignment
- KPI development and alignment

Technology Enablement

Systems and Tools
- Planning tool selection support
- Implementation support
- Integration support
- Data migration and data conversion
- Infrastructure strategy for data warehouses, data lakes and big data platforms
- Digital transformation / automation strategy and enablement
Data Governance & Management
- Data governance strategy
- Master data management (MDM)
- Data strategy development
- Data assessments and hierarchy mapping
- Data quality assurance
- Data security

Transaction Support

Public Company Readiness
- FP&A infrastructure buildout
- IPO financial model development
- KPI benchmarking
- Analyst Day support
- Roadshow presentation support
Other Transaction Support
- Financial model development
- Due diligence support
- Post-M&A integration planning and execution
- Private equity portfolio advisory
- M&A advisory / readiness assessment
- Synergy planning and tracking