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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

Survey

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.
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How We’re Helping Our Clients

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

Finance and Accounting Process Optimization

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.

 
Pro Rightmark Square

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.

 
Pro Document Stack

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.

 
Pro Legal Briefcase

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.

 
Pro Screen System Integration

Intelligent Automation

Organizations 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.

 
Pro Building office

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.

 
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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.

 

Playbook: Drive Results & Navigate Uncertainty

How to Build an Effective Business Planning & Analysis Function

Read the Playbook

Our Business Planning & Analysis Offerings

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.

  • Financial Performance Support
    • Financial models – long-range plan, budgets, forecasts
    • Working capital planning and optimization
    • Management reporting
  • Strategic Decision Support
    • Scenario management
    • Strategic cost optimization
    • 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 Optimization
    • Process assessment & benchmarking
    • Process design and enhancement
    • Digital transformation
  • Target Operating Model Design
    • Organizational 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 standardization & rationalization
    • 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

Leadership

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 ...
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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 ...
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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, ...
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SURVEY

Five Focal Points for Future-Ready CFOs

If a group of chief financial officers (CFOs) from 2018 stepped out of a time machine into their 2023 offices, they would be astonished by what they saw. Environmental, social and governance (ESG) metrics and measurements would top their priority...

PODCAST

Podcast | Accelerate: Assessing CFO and Finance Leader Priorities for the Coming Year – with Kerry Buchar and Chris Wright

The volume of CFO priorities has increased for years. In the past 12 months, the intensity of these urgencies also spiked, forcing finance leaders to make higher-stakes decisions more quickly and implement major adjustments with far-reaching...

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...

PODCAST

Cost Optimization in Manufacturing – with Shawn Seasongood and Andrea Vardaro Thomas

Well, it looks like a recession is coming. Or maybe it's not. Or maybe it is. It seems like it's been a long wait for the other economic shoe to drop. And in the meantime, many questions are arising around managing costs in organizations. CFOs and...

BLOG

Ten Steps to Elevate the Annual Budgeting Process

What’s new: The annual budget process can be more than just a routine financial exercise. Why it matters: Setting strategic direction, allocating resources and establishing goals for the upcoming year can elevate the process to one that can be...

BLOG

How CFOs Can Use Data and Analytics to Drive Strategy

The big picture: CFOs have a vested interest in advanced analytics, given their role to bridge the gap between strategic and operational decision making through planning and forecasting activities. What’s new: More FP&A groups are rebranding...

Finance Transformation Sets Course for Future Success

A U.S.-based global skincare company was unable to provide timely financial reporting and performance analytics to its key stakeholders and private equity sponsor. Protiviti partnered with the company’s CFO, VP of Finance, Controller, and key stakeholders to assess and redesign the book close, reporting, and forecasting processes.
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Organizational Changes Drive Seamless Transformation of Back-Office Processes to Propel Business Strategy

Protiviti partnered with leading technology company to assess, redesign, and standardize procurement, accounting, and finance functions. The company’s overall goal was to eliminate manual and disparate back-office processes to create capacity for strategic and growth objectives.
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