CFO Financial Planning & Analysis
Turn Your Financial Data Into a Plan for the Business
Financial statements tell you what happened.
Financial planning and analysis helps you determine what it means and what should happen next.
Tullis Consulting provides CFO level financial planning and analysis to help business owners understand performance, identify trends and make informed decisions.
What Is Financial Planning & Analysis?
Financial planning and analysis, often called FP&A, is the process of using financial and operating information to evaluate business performance and plan for the future.
For a growing business, that can mean:
Understanding profitability
Forecasting cash flow
Comparing actual results to expectations
Identifying financial trends
Evaluating major decisions
Establishing financial targets
Modeling different scenarios
Identifying risks and opportunities
What Our CFO Financial Analysis Includes
Financial Statement Analysis: We review your financial statements to identify meaningful changes and trends.
Variance Analysis: We compare actual results against expectations to determine where performance differs and why.
Profitability Analysis: We identify the factors affecting margins and overall profitability.
Cash-Flow Analysis: We examine the movement of cash and identify potential future requirements.
KPI Analysis: We track the metrics that matter most to your business.
Trend Analysis: We look beyond one month and evaluate performance over time.
Turn Analysis Into Action
Our CFO process doesn't end with a report.
We review the results with you and develop prioritized recommendations based on the findings.
That's consistent with your existing CFO model, which combines financial analysis with a monthly action plan.
Get More From Your Financial Information
If you're receiving financial reports but still don't feel like you understand what is happening in your business, the problem may not be a lack of information.
You may need better analysis.