Business Planning & Analysis

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

Business Planning and Analysis

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.
Business Planning and Analysis

Playbook: Drive Results & Navigate Uncertainty

How to Build an Effective Business Planning & Analysis Function

How We’re Helping Our Clients

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

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.

  • 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
  • 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
  • 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
  • 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