Planning, Budgeting & Forecasting

Creating a budget and adjusting periodically is no longer sufficient. Agile management, performance targets, and visibility to outcomes enable leadership to course-correct and stay focused on achieving their goals

Planning system benefits

Acamar Consulting has years of experience setting-up and running planning and analytics systems. We can help you:

  • Design a planning process that balances the level of insights needed with the effort to create it
  • Model the business using existing financial, organizational, and hierarchical information
  • Perform a software selection analysis
  • Implement a planning solution to centralize the data, automate budgeting & forecasting, and create actionable reporting / dashboarding
  • Communicate changes and train users
  • Provide on-going technical and user support after launch
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Planning Requirements

Design a planning process that balances the level of insights needed with the effort to create it.

  • Driver vs Non-Driver Models
  • Rolling vs Fiscal Year Hoizons
  • Zero-Based vs Traditional Methods
  • Forecast Frequency
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Financial Modelling

Model the business using existing financial, organizational, and hierarchical information.

  • Dimension & Hierarchy Selection
  • Mapping to the GL & Operationsal Systems
  • Consolidation to the Financial Statements
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Planning Systems

Excel only takes you so far... level-up with a planning system to centralize the data and automate budgeting & forecasting.

  • Tool Selection
  • Model Development
  • Integration with the GL / Data Warehouse
  • Change Management / User Training

A robust financial planning process offers a wealth of benefits

Planning process diagram

The budgeting process brings the long-term plan to life - setting targets for expected revenue, operating expenses, cash flow, and debt, while also guiding you on how to reinvest in your business for growth.

Forecasting considers your actual financial performance to date and current business environment to predict the P&L and cash flow over the next few months or quarters.

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Visibility to cash flow, P&L projections and market conditions to inform strategic decisions

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Stay forward-looking to enable agility and respond to increased competition

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Give investors and lenders confidence that you proactively manage financial outcomes and plan ahead

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Control your operating costs with better data to leverage your strengths and address your weaknesses