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Accounting Advisory Services

Financial Planning & Analysis

Our financial planning and analysis (FP&A) services provide technical financial modeling, forecasting, budgeting and automated reporting infrastructure to help organizations build scalable, data-driven finance functions with stronger cash flow visibility. 

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Improve Your FP&A With Tailored, Scalable Support To Drive Strategic Growth

Cherry Bekaert acts as a strategic extension of your internal finance team, executing complex projects that require specialized FP&A knowledge. Our focus is on transitioning companies from static accounting records to dynamic, driver-based financial models — including budgeting, forecasting and cashflow planning — allowing executive teams and stakeholders to have the exact visibility required to allocate capital, optimize margins and manage liquidity.

Our Financial Planning & Analysis Services

Profitability & Margin Analysis

Our FP&A advisors develop bottoms-up profitability models, dynamic unit economics costing, and price-volume-mix (PVM) variance bridges to help you understand your organization's financial health and improve budgeting accuracy.

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Financial Reporting & Dashboards

Our budgeting consulting professionals work with you to design and automate monthly financial reporting packages with operational KPI integration to reduce month-end close latency and improve enterprise visibility.

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13-Week Cash Flow & Liquidity Management

Our financial planning and analysis advisors collaborate with your team to perform cash flow analysis services and build driver-based 13-week cash flow models to manage working capital, debt covenants, and liquidity during periods of growth or transition.

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Capital Expenditure (CapEx) & ROI Modeling

Our experienced FP&A consulting team helps you understand how your investments are working by constructing multi-year payback models to evaluate facility expansions, capital investments, and strategic resource allocation all tied to your budgeting and forecasting framework for better cash flow planning. 

Talk to an FP&A Consultant

Profitability & Margin Analysis

Our FP&A advisors develop bottoms-up profitability models, dynamic unit economics costing, and price-volume-mix (PVM) variance bridges to help you understand your organization's financial health and improve budgeting accuracy.

Talk to an FP&A Consultant

Financial Reporting & Dashboards

Our budgeting consulting professionals work with you to design and automate monthly financial reporting packages with operational KPI integration to reduce month-end close latency and improve enterprise visibility.

Talk to an FP&A Consultant

13-Week Cash Flow & Liquidity Management

Our financial planning and analysis advisors collaborate with your team to perform cash flow analysis services and build driver-based 13-week cash flow models to manage working capital, debt covenants, and liquidity during periods of growth or transition.

Talk to an FP&A Consultant

Capital Expenditure (CapEx) & ROI Modeling

Our experienced FP&A consulting team helps you understand how your investments are working by constructing multi-year payback models to evaluate facility expansions, capital investments, and strategic resource allocation all tied to your budgeting and forecasting framework for better cash flow planning. 

Talk to an FP&A Consultant

Our FP&A Process

  • Predictive, Driver-based Modeling: We move organizations beyond static, historical budgeting and forecasting. Our methodology anchors financial forecasts directly to operational realities — such as sales pipeline conversion, machine capacity and headcount — allowing for dynamic, multi-scenario stress testing.
  • Direct-method Cash Forecasting: We prioritize actual cash flow visibility over standard accrual accounting. By bypassing the general ledger and tying models directly to AP/AR subledgers and payroll schedules, we provide precise tracking of actual cash-in and cash-out to strengthen cash flow management.
  • Operational KPI Alignment: Our approach bridges the gap between finance and operations by integrating standard financial data with shop floor and sales metrics to create a "single source of truth" that drives commercial strategy and connects budgeting decisions to real-time operational performance.
  • Automated Executive Visibility: Our professionals systematically eliminate manual spreadsheet dependencies. We architect reporting frameworks that consolidate disparate ERP and CRM data into automated, institutional-grade board packages that significantly reduces reporting latency.
  • Pro-forma Data Normalization: We standardize unstructured accounting data. Our methodology restructures the chart of accounts (COA) to align with the strategic investment thesis, so data is categorized for operational decision-making rather than just compliance.
  • Rigorous Capital Allocation Governance: Our approach institutes strict controls over capital deployment. The team utilizes multi-year ROI, IRR, and payback period models to mathematically underwrite all heavy equipment, facility and technology investments.
  • Working Capital Optimization: We treat working capital as the cheapest form of financing. Our methodology systematically decomposes and compresses the cash conversion cycle (DSO, DPO, DSI) to unlock trapped liquidity.

Why Choose Cherry Bekaert for FP&A Consulting?

Our experienced FP&A consultants tailor our services to help you improve budgeting, planning, forecasting, and performance visibility in ways that reflect how you operate. Our hands on approach and ability to offer clear, decision-ready insights provides you with financial clarity, faster planning cycles, and increased confidence in forward looking decisions.

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Benefits of FP&A Solutions

Cherry Bekaert offers cost-effective consulting and advisory services tailored to the size and capability of your accounting and finance function. By identifying your current state, we help you optimize for growth through better decision making, technology-driven insights and scalability.

  • Deploy Cost Effective, Scalable Solutions

    Implementing a robust FP&A function is cost-effective and scalable. It leverages existing resources to optimize budgeting, forecasting and cash flow processes, supporting sustainable growth and long-term profitability.

  • Accelerate Advanced Decision-making 

    Empowering accounting and finance organizations to transition from operational and administrative roles to data-savvy and strategic responsibilities enhances their ability to make better decisions through improved forecasting, more accurate budgeting, and advanced analytical capabilities.

  • Ignite Growth and Finance Modernization

    Equip your internal teams with the tools and templates needed to scale as your business grows. Providing critical financial insights and data-driven analysis through systematic models enables real-time decision making during rapid growth, while maintaining profitability and financial stability.

Our FP&A consulting team offers tactical resources to streamline financial processes like budgeting, forecasting and performance analysis, enhancing data use for long-term planning and growth. With specialized knowledge and industry best practices, we ensure accurate data management, enabling impactful decisions that drive growth and innovation.
Kenneth Woodring
Director | Accounting Advisory Services
Kenneth Woodring, III headshot

Build Your FP&A Strategy To Ignite Future Success

Equip your internal teams with the tools and templates needed to scale as your business grows. Providing critical financial insights and data-driven analysis through systematic models enables real-time decision making during rapid growth, while maintaining profitability and financial stability.

Talk to an FP&A Advisor

Industries We Serve

Case Study

Creating Better Decision Making With FP&A Strategies

Learn how budget consolidation and data analytics tools for cannabis businesses support the CFO’s informed decision-making, strategic divestment and financial decisions. The tools help streamline budgeting processes, improve financial reporting and enhance overall financial management for cannabis businesses.

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Our Professionals

Connect With Us

Dan Wheadon headshot

Daniel Wheadon

CFO Advisory Leader

Technology & Life Sciences Leader
Partner, Cherry Bekaert Advisory LLC

Rajiv Seth

CFO Advisory Services

Financial Planning & Analysis Leader
Director, Cherry Bekaert Advisory LLC

Kenneth Woodring, III headshot

Ken Woodring

CFO Advisory Services

Partner, Cherry Bekaert Advisory LLC

Financial Planning & Analysis FAQs

Financial planning and analysis services help organizations plan, measure, and improve financial performance. These services typically include budgeting and forecasting, financial modeling, management reporting, variance analysis, scenario planning, cash flow analysis, and decision support for leadership. The goal of FP&A is to translate financial data into forward-looking insights that guide strategic and operational decisions.

FP&A is critical because it connects financial outcomes to business strategy. Strong FP&A helps leadership understand what is happening financially, why it is happening, and what actions to take next. It improves forecast accuracy, supports better capital allocation, strengthens cash flow management, and identifies risks and opportunities earlier. This enables faster, more confident decision-making, especially in volatile or growth-oriented environments.

FP&A consulting is valuable for organizations at many stages, including:

  • When forecasts are unreliable or budgeting is time consuming and reactive
  • Middle market and growing companies that need more financial rigor and insight
  • Private equity backed businesses focused on performance, cash flow, and value creation
  • Instances when CFOs and finance leaders lack internal FP&A capacity or specialized expertise
  • Companies undergoing transformation, acquisitions, rapid growth, or system changes

Both finance teams and executive leadership benefit from clearer visibility and more actionable insights.

A business should consider professional FP&A services when:

  • Forecasts are unreliable or budgeting is time consuming and reactive
  • Leadership lacks timely, decision ready financial insights
  • Growth, acquisitions or market changes increase financial complexity
  • Cash flow, profitability, or ROI need closer management
  • Internal teams need support implementing best practice FP&A processes or tools

In these moments, FP&A consulting can accelerate maturity, improve performance and support better strategic outcomes.

Contact Our Financial Planning & Analysis Services Team