Turn financial data into insight for confident, forward-looking decisions. Our Financial Planning & Analysis (FP&A) advisory services combine forecasting, performance analysis and strategic business partnering to help leaders look beyond historical reporting and understand the path ahead.

Our solutions focus on three connected areas:

1. Strategic Finance & Business Partnering
2. Business Planning & Forecasting
3. Performance Analysis & Reporting

Together, these areas connect strategic priorities, financial plans and performance insight, helping organisations understand their options, respond to change and support sustainable growth.
 

Strategic Finance & Business Partnering

Connecting financial insight with strategic decisions

Shape strategy, challenge assumptions and understand the commercial implications of your decisions. Our service supports planning, performance analysis and business partnering together to help your leadership team turn financial insight into action.

What we deliver:

• Strategic finance partnering and board reporting.
• KPI design and performance management frameworks
• Commercial finance insight
• Board-level and investor-ready financial narratives
• Financial insights to support strategic and operational decisions
• Scenario analysis to assess commercial options
• Business partnering to connect performance insight with management action

The benefit:
Make informed decisions that support organisational growth, with a clearer connection between your strategy, financial performance and management action.
 

Business Planning & Forecasting

Forward looking insight that fuels confident decision making

Understand the path ahead by testing assumptions and assessing scenarios. Our FP&A Advisory service help you build robust budgets, business plans and rolling forecasts that connect your strategic objectives with operational delivery, giving your leadership team a clearer basis for planning decisions.

What we deliver:

• Annual budgeting and business planning
• Rolling forecasts (12–18 months)
• 3 way forecasting (P&L, balance sheet and cashflow)
• Identification of key business drivers and sensitivity analysis

The benefit:
Leaders gain more predictable performance, early visibility of future risks and an improved ability to model options and make proactive decisions.
 

Performance Analysis & Reporting

Turning data into actionable insight

Understand your results, identify what drives performance and take informed action. Our FP&A Advisory service turns financial and operational data into clear performance insight, with support from the BDO Digital team to establish robust data foundations.

What we deliver:

• Monthly management reporting packs
• KPI dashboards and data visualisation
• Budget vs actuals variance reporting and dashboards
• Profitability, cost and margin analysis
• Short term cashflow visibility (e.g., 12 week forecast)

The benefit:
A clearer view of business performance, with actionable insight into trends, variances and the decisions needed to improve outcomes.
 

How Our FP&A Solutions Work Together

Our modular FP&A advisory service connects decisions, planning expectations and performance insight. The three areas reinforce one another:

• Strategic Finance & Business Partnering connects financial insight with strategy and management action.
• Business Planning & Forecasting translates priorities into budgets, forecasts and scenarios.
• Performance Analysis & Reporting tracks results, explains variances and informs decisions.

Together, they provide insight-led solutions that help leaders see ahead, understand performance and make confident decisions.
 

Collaboration Across BDO

Our FP&A Advisory service complements BDO’s broader finance capabilities:

• Outsourcing – using operational finance data for deeper insight
• Financial Reporting – improving data quality and consistency in financial close processes
• Consulting – delivering scale-up advisory, strategy, operations, digital and technology services
• Tax – supporting tax planning, management and compliance
• M&A – providing financial insight, forecasting and readiness to underpin successful transactions

BDO’s FP&A Advisory service supports your Finance Function of the Future (FFOTF) by connecting reliable financial information, forward-looking planning and strategic decisions.

Talk to our FP&A Advisory team about your planning, reporting and strategic finance priorities, and explore the next steps for your organisation.

Contact us