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, organizations 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:

  • Customizes 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' organizations.
Business Planning and Analysis

How We’re Helping Our Clients

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

BP&A Execution Support & Analytics

Our customized 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 organization. We also develop enhanced reporting enabling greater transparency of key business drivers, spend, and investments.

Pro Digital Hightech

Technology Enablement

Our customized 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

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

    Organizations 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 Organizational Design

    Well-defined roles and responsibilities are more important than ever to avoid duplicative efforts and inefficiencies. Optimization of activities across the organization is necessary to drive accurate and timely reporting and analytics.


October 24, 2023

2023 Global Finance Trends Survey

Explore Protiviti’s 2023 global finance trends survey with expert opinions, financial forecasts, and financial risk assessments. Download the full report.


Kerry Buchar
Kerry is a Managing Director in Chicago with experience in accounting and finance transformation. She advises clients across industries on financial planning and analysis, strategic reporting, target operating model design, process optimization and shared services.&nbsp ...
Tim Bulman
Tim is a Managing Director in Metro DC and leads business transformation programs to improve performance at global and mid-market enterprises. He teams with our TC practice to deliver business-led, technology enabled solutions based on leading practices and technologies ...
Andrea Vardaro Thomas
Andrea is a Managing Director in New York with expertise in strategic finance, financial planning and analysis, and reporting. She has more than 20 years of industry experience in various finance and accounting roles including divisional strategic finance, FP&A, ...

Featured insights