Fractional Financial Planning & Analysis Services

PLANNING & BUDGETING

INTEGRATED FINANCIAL PLANNING

MANAGEMENT &
PERFORMANCE REPORTING

FORECASTING & MODELING

Leading Indicators of Business Success. Reviewing financial results and operating statistics provides business leaders with a sense of upcoming challenges and expected results. Accountants often focus on retrospective views (e.g., financial statements), transaction due diligence, and tax/compliance/control guidance. They can also develop financial models and budgets, but these can be complex and time-consuming.

The Financial Planning and Analysis (FP&A) perspective improves performance by linking company strategy to execution by integrating financial and non-financial data to provide a more holistic view of opportunities and situations so your team enters planning meetings with a single source of truth.

FP&A seeks “leading indicators”—metrics that show where the business is headed—and Key Performance Indicators (KPI’s): Will revenue increase next month? Cash collections? Labor cost? How much of a sale increase should fall-thru to the bottom line? FP&A also seeks to quantify the relationships between causes and results.

Your team is busy with the day-to-day duties needed to run the business. Our work helps you answer the hard questions about the business to guide and direct strategic and tactical decisions.

Financial Planning and Analysis

STRATEGY TO EXECUTION

  • Accounting:

    • Scorekeeper

    • Historical

    • Compliance-Driven

    • Summarizing

    Financial Planning & Analysis:

    • Key Performance Indicators (e.g., “Moneyball” metrics), aligning plans with strategy to improve performance

    • Forward-Looking

    • Urgency-, Relevance-, and Perspective-Driven

    • Explaining, teaching, and creating a common understanding of the link between challenges and results

  • Accounting:

    • Episodic Financial Reports

    • Structured Macro and Pro Forma Financial Models

    • Tax Compliance

    • Internal Controls

    Financial Planning & Analysis:

    • Ad Hoc

    • Dynamic

    • Dashboards

    • Activity-driven Predictive and Sensitivity Models

  • Accounting:

    • C-Suite

    • P&L Owners

    • PE Sponsors

    • Bankers

    • Regulators

    Financial Planning & Analysis:

    • C-Suite

    • P&L Owners

    • PE Sponsors

    • Bankers

    • Decision-makers throughout the organization—i.e., better understanding yields better decisions; common understanding yields more consistent results; better decisions yield more value creation

We’re Here for you!

While every company can benefit from applying activities of an FP&A professional, not all can afford the dedicated staff. The Viability Company Fractional FP&A services help clients gain the insights and improvements of an FP&A program without the large, fixed cost it entails.

PROVIDER SERVICES

REVENUE CYCLE
MANAGEMENT

Platform Agnostic Full Service Solutions, Specialized Expertise with proven results, Customized service targeting your pain points

MANAGED CARE

Establish profitable payer relationships, Grow your healthcare business, Get back to caring for your patients