DATA DRIVEN DECISIONS

Financial
Planning
& Analysis

(FP&A)

Data41 unleashes the power of data to improve budgeting, forecasting, reporting, and analysis enabling organizations to use Financial Planning and Analysis (FP&A) to drive smarter decisions.

financial planning and analysis

Pillars of FP&A

RESULTS

Achieve data-driven planning and analysis using automation to create a fundamental shift in how your organization sees FP&A.

When data flows freely, it builds trust, shifts its use, and leads to improved decision-making and better business strategies.

1

ANALYSIS

Automate planning processes and streamline workflows to create transparency and focus on key data and business KPIs.

Get management teams collaborating to improve the most important business drivers to accelerate growth.

2

PLANNING

Automate planning processes and streamline workflows to reduce repetitive time and resource-intensive tasks freeing up work hours and bandwidth.

Employ machine learning, artificial intelligence to additionally save resources.

3

Put the X in

Planning & Analysis

Financial Planning and Analysis is not just for Finance anymore, automated planning and forecasting improves the accuracy and efficiency of the entire organization.

HERE ARE JUST A FEW EXAMPLES

DATA41

Unleash FP&A

Data41 can prepare data and provide analytics aligned to your strategic objectives to assist managers in optimizing financial results through scenarios and simulations to ensure accuracy and accountability throughout the FP&A process. Data41’s expertise will help you link operations planning with financial results.

01

PLANNING

Accurate and timely data is critical to FP&A’s ability to support strategic and scenario planning.

Data41 makes it easy for FP&A teams to analyze and interpret financial data to provide insights that help decision-makers understand how current actions will impact future results.

02

ESTABLISHING GOALS & BUDGETS

Historic and current data play a critical role in establishing budgets and goals.

Data41 makes this data easily accessible to FP&A professionals, so they can analyze financial data and use the information to develop accurate goals and budgets that allocate resources appropriately.

03

KPI MANAGEMENT

Data analytics plays an important role in establishing and monitoring key performance indicators (KPIs).

By analyzing available data, FP&A professionals help identify areas falling short of expectations and can uncover opportunities for focus and improvement.

04

FORECASTING

Without accurate forecasting of future sales, expenses, and profitability, it is impossible to make sound decisions about investments and growth.

Data41 collects data from various sources and develops models to support FP&A in creating forecasts and making informed decisions about
allocating resources and managing risks.

05

DECISION SUPPORT

FP&A must have a strong understanding of available data to generate insights that can inform decisions.

Data41 assembles data from a variety of sources, builds models, and puts in place predictive analytics to support FP&A in identifying trends and patterns that help decision-makers make smart decisions.

06

VARIANCE & TREND ANALYSIS

Data41 brings together data from many different sources including income statements and balance sheets, as well as non-financial data such as sales figures and customer satisfaction surveys.

FP&A teams use this information to help management make strategic decisions about resource allocation and how to respond to market changes.

Establishing
Goals & Budgets

KPI
Management

Forecasting

Decision
Support

Variance &
Trend Analysis

FP&A FAQs

Budgeting, forecasting, reporting, and analysis are the foundation of FP&A. FP&A supports corporate decisions making helping managers make smarter and informed decisions based on data

Accounting is governed by a set of rules and standards that make it very rigid. FP&A is more conceptual, making it easier to tailor as a management support tool to specific organizational goals and objectives.

Financial planning and analysis (FP&A) professionals prepare budgets, reporting, and assist in forecasting. A FP&A Analyst is a management support role designed to assist in providing the financial data needed by managers to make informed decisions.

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