Financial Planning & Analysis

Elevate Your Financial Planning

At Rise Financial Solutions, we understand the critical role that Financial Planning & Analysis (FP&A) plays in driving the success and growth of your business. That’s why we offer comprehensive FP&A services tailored to meet your unique needs, ensuring that you have the insights and strategies necessary to make informed financial decisions to achieve your business goals.

Schedule a Free Consultation

For inquiries about our FP&A services, please provide your contact details. A member of our team will reach out to schedule a call and see how we can assist you.

How FP&A Can Help You Transform Your Business

FP&A isn’t just about crunching numbers – it’s about gaining valuable insights that empower you to make strategic decisions that drive your business forward. By leveraging our FP&A services, you’ll gain a deeper understanding of your company’s financial performance, identify areas for improvement, and develop actionable plans to maximize profitability and efficiency.

Financial Planning and Analysis Services

Our Services

Full-Service FP&A Solutions for Your Business

Partnering with Rise for your FP&A needs offers numerous advantages over hiring a full-time employee. With Rise, you gain access to a team of experienced financial professionals who bring a wealth of expertise to the table without the overhead costs associated with hiring and training an in-house FP&A team. Plus, our flexible engagement models allow you to scale your FP&A efforts up or down as needed, ensuring that you always have the support you need, when you need it.

Monthly, Quarterly, Annual Budgeting & Forecasting

Gain clarity and predictability in your financial planning with our expert budgeting and forecasting services.

3 Statement Financial Model Development & Management

Make data-driven decisions with confidence using our advanced financial modeling capabilities, covering income statement, balance sheet, and statement of cash flows.

Financial KPI Scorecard

Track and measure key financial metrics with our customizable KPI scorecard tailored to your business objectives.

Implementation and Management of Planning Software

Streamline your FP&A processes with the implementation and management of planning software such as DataRails, ensuring seamless integration and optimal performance.

Board / Investor Ready Financial Materials

Impress stakeholders with professionally curated financial packs and materials that provide clear and concise insights into your company’s financial performance and growth prospects.

Revenue Measurement (Marketing ROI, GTM Growth)

Measure the effectiveness of your marketing initiatives and go-to-market strategies with our comprehensive ROI analysis, including metrics such as Customer Acquisition Cost (CAC), Customer Lifetime Value (LTV), and other marketing and sales metrics.

Our Benefits

Data-Driven Financial Analysis for Your Business

Rise provides tailored FP&A services that deliver comprehensive financial insights and empowers rapid problem-solving, while saving you the costs associated with a full-time team. Our expert support ensures you have the tools and guidance needed to so you can drive your business forward based on data-driven insights.

Rapid Problem Solving: We customize our FP&A services to address your specific needs, swiftly identifying and resolving financial issues to ensure your business remains on track.
Cost-Effective Solutions: By partnering with Rise, you save on full-time employment costs while gaining access to expert financial planning and analysis services.
Enhanced Decision-Making : Our FP&A advisors bring a unique perspective to your executive team, using advanced tools and analyses to support proactive and informed decision-making that drives your business forward.

Financial Planning & Analysis Service Experts

FP&A as a Standalone Service or Combined with Other Rise Services

Whether you’re looking for standalone FP&A services or want to combine them with our other offerings, such as accounting, tax services, or strategic financial consulting, Rise has you covered. Our integrated approach allows us to seamlessly align our FP&A efforts with your broader financial strategy, ensuring that you have the support you need to succeed at every stage of your business journey.

Expert Financial Planning and Analysis Services

Rise has been crucial to our Digital Marketing Agency, offering expert guidance in accounting, bookkeeping, and strategic business decisions. Iric’s personalized attention and proactive approach have significantly contributed to our success.

Adam Lang

Owner, KICKOFF

Partnering with Rise has been crucial to our growth, helping us double our revenue and improve margins. As our fractional CFO, Rise has expertly navigated inventory, working capital, & cash flow challenges. His guidance has been invaluable for our long-term success.

Keith McDonald

Owner, NH Tap

Partner with Rise

Rise was founded out of a deep passion for supporting businesses in one of the most crucial and challenging areas – finance. As a boutique financial solutions firm specializing in strategic financial consulting, accounting, and tax, we’re committed to empowering business owners with accurate data and thoughtful analysis to drive decision-making.

Frequently Asked Questions

What is FP&A and why is it important for my business?

FP&A stands for Financial Planning and Analysis. It’s crucial for businesses as it helps in budgeting, forecasting, and analyzing financial data to make informed decisions and drive strategic growth.

How can Rise Financial Solutions enhance my FP&A process?

Rise offers tailored FP&A services that provide comprehensive financial insights, rapid problem-solving, and advanced analytical tools, ensuring you make informed decisions and optimize your business performance.

What are the typical deliverables of an FP&A service?

Typical deliverables include financial forecasts, budgeting reports, variance analysis, financial modeling, and strategic planning insights, all aimed at improving financial performance and supporting business growth.

How does outsourcing FP&A services save costs?

Outsourcing FP&A services to Rise eliminates the need for a full-time in-house team, reducing overhead costs while providing access to expert financial analysis and planning services on a flexible, scalable basis.

Ready to Elevate Your FP&A?

Take the first step towards unlocking the full potential of your financial planning and analysis with Rise. Contact us today to learn more about how our FP&A services can help you achieve your business goals and drive lasting success.

Schedule a Free Consultation