FINANCIAL PLANNING
& BUDGETING

Project-based

• Creating processes for your top-down or bottom-up budgeting and financial planning activities, based on your current and/or future organisation structure

• Preparing tailor-made financial models (spreadsheet-based) ready for your entries and consolidation

• Preparation of tailor-made presentations for the executive team and investors

• Preparation of budget letters for your team leaders

• Documentation of processes and responsibilities, for your own knowledge management (critical if your teams work remotely and/or have a high employee turnover)

• Identification of your Key Performance Indicators (KPI) to ensure you know how to measure and target your success.

• Organisation and conduction of individual and team workshops explaining the process and tool, and also share best practices on how to plan your finances. These workshops should be closely aligned with the vision of your CFO.

• Optional: Supporting financial analysis and consolidation

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Recurring

• Organising lessons learned and improving the process for the next cycle

• Updating Financial Models & Presentations

• Organising trainings and workshops for your staff

• Supporting financial analysis and consolidation

Risk Management

• Implementing risks & opportunities recognition, consolidation and follow-up exercises as part of financial planning activities (e.g. probability and associated impacts)

PAY FOR PERFORMANCE COMPENSATION

Support your HR team to implement compensation schemes to drive your company's performance, foster your company culture and engage & reward your employees.
 

• Identification of your Key Performance Indicators (KPI) to ensure you know how to measure and target your success and to give guidance to your employees (monetary, operational, behavioural)

• Identification of compensation schemes supporting your strategy (mainly compensation strategy & performance targets):

  • Profit Sharing,

  • Annual Incentive Bonus,

  • Long-Term Incentive Plan LTIP (cash- and/or equity-based),

  • Employee Stock Ownership Plan (ESOP)

• Creation of formulas and rules ensuring a fair and motivating compensation but still affordable based on the company's performance

• Preparation of target letters

• Preparation of templates and guidance how to measure performance against targets

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Note: The cooperation of your HR and Legal teams are crucial in this exercise, as will be the support of your Executive Team, Board and Remuneration committee

OTHER FP&A SERVICES
 

• Organisation and conduction of workshops for your staff on Financial Basics and Financial Planning topics

• Analysis of historic and planned performance (P&L, Cash Flow,  Balance Sheet)

• Preparation of Interest Result planning (P&L and Cash Flow impacts)

• Creation of accounting process and calculation of your share-based payment transactions under IFRS 2 Accounting