Financial Planning & Analysis

Financial Planning & Analysis (FP&A) is a crucial function within any organization, providing valuable insights and strategic guidance to drive business growth and success. Our team of experienced professionals specializes in budgeting, forecasting, financial modeling, and performance analysis to help businesses make informed decisions and achieve their financial goals. 

By leveraging data-driven analytics and industry best practices, we tailor our services to meet the unique needs of each client, delivering actionable recommendations and solutions that drive profitability and long-term sustainability.

Financial Planning & Analysis

With our in-house Financial Planning & Analysis specialists, you can trust that we are dedicated to supporting you every step of the way on your Financial Journey

Cash flow management

Analysing cash inflows and outflows, suggesting improvements to enhance business liquidity without impacting relationships. Focusing on operating, investing, and financing activities.

Budgeting & forecasting

Budgeting & forecasting involves planning and estimating financial goals and outcomes, helping businesses make informed decisions and manage resources effectively. It plays a crucial role in setting priorities, identifying risks, and achieving long-term success.

Performance Analysis

It involves evaluating a company's financial health and efficiency through various metrics and ratios.

Reconcile control accounts

Organizations have many control account reconciliations to handle with a complete transparency. There are many designations in between the different vertices and control accounts.

Financial Reporting

It involves the preparation and presentation of financial statements and related disclosures to provide information about financial performance and position to stakeholders.

KPI Analysis

Evaluate key performance indicators to measure business success, providing valuable insights for strategic decision-making and performance enhancement.

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Benefits of using our Financial Planning and Analysis Services

Globus Finanza benefits
Forecast Accuracy

Precision in forecasting and budgeting enhances financial planning effectiveness, providing a solid foundation for strategic decision-making and resource allocation within the business.

Optimized Outcomes

Cost and investment analysis drives financial optimization, ensuring resources are strategically allocated for maximum efficiency and positive business outcomes.

Strategic Planning Support

Providing assistance in strategic planning enhances the effectiveness of achieving business objectives, aligning financial strategies with broader organizational goals for overall success.

Business Valuation

Contributes to the assessment and enhancement of the business's overall value, facilitating informed decision-making and strategies to increase long-term financial health and competitiveness.


Accounting Software we Use

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Frequently Asked Questions

We specialize in crafting detailed financial reports, such as balance sheets, P&L statements, and cash flow statements. Our services also include conducting detailed financial analysis, budgeting, forecasting, and variance analysis to provide crucial insights for your business’s strategic financial planning.

Our team expertly analyses cash inflows and outflows, suggesting improvements for enhanced business liquidity. We focus on optimizing your business’s operating, investing, and financing activities without impacting key relationships, thus ensuring better cash flow and finance management.

Our service cost varies per client since some choose to outsource functions completely to us while others prefer only a part of the services that we offer.

As such, we work with each client in order to determine their needs and then develop a unique pricing model per the services required by them. While we cannot provide an approximate service cost to you, we assure you that outsourcing to us will be significantly lower than hiring an on-site employee for your requisites.