Budgeting & Forecasting

Overview

What we deliver

We build annual budgets, rolling forecasts, and reforecasts that connect operating drivers to financial outcomes.

We run the budget and forecast process end to end, from kickoff to board approval and monthly reforecasts. Our team builds driver-based models that tie revenue plans, headcount, marketing spend, and capital projects to a clean P&L, balance sheet, and cash flow. We coordinate with department owners to set targets, document assumptions, and lock in a baseline that the business can defend. After approval, we run rolling reforecasts each month, update actuals, and rebuild the outlook so leadership always has a current view. We handle multi-entity consolidations, intercompany flows, and multi-currency translation, and align the budget to your reporting framework whether that is US GAAP, IFRS, or UK FRS. The output is a budget that holds up to scrutiny and a forecast that adjusts as the year unfolds.

Fit Check

Built for teams like yours

Who it's for

Companies running their first formal budget
CFOs replacing static spreadsheets
Boards demanding rolling forecasts
PE portfolio operators
Multi-entity groups

Pain points we solve

Budgets built on guesses, not drivers
No rolling reforecast in place
Departments missing accountability
Slow, manual planning cycles
Forecasts that diverge from actuals

What's included

Capabilities

Everything we cover in this engagement.

Annual operating and capital budgets
Driver-based revenue and cost models
Department and cost-center plans
Rolling monthly reforecasts
Three-statement budget output
Scenario and sensitivity analysis
Headcount and compensation planning
Board-ready budget narrative

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Kickoff and drivers

We agree the structure, drivers, and timeline for the cycle.

02

Department inputs

We collect plans from owners with templates and reviews.

03

Model build

We assemble the three-statement budget with scenarios.

04

Review and lock

We pressure-test, present to leadership, and lock the baseline.

05

Rolling reforecast

We update actuals and rebuild the outlook each month.

What you get

Deliverables & outcomes

What you get

Annual budget model
Three-statement output
Department and cost-center plans
Scenario and sensitivity pack
Board budget presentation
Monthly reforecast workbook

Outcomes you can expect

Defensible annual plan
Clear department accountability
Faster planning cycles
Forecast accuracy you can rely on
Aligned leadership on priorities

Timeline

6 to 10 weeks for annual cycle

Engagement

Monthly retainer, Project, Sprint

Tools we use

Anaplan, Planful, Cube, Jirav, Excel

KPIs we track

Forecast accuracy, plan vs actual variance, cycle time, department adoption, reforecast frequency

Client stories

What clients say

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

"

We were drowning in tier-one tickets about password resets and appointment changes. They built a deflection layer on top of our help desk and kept their agents in the loop for anything sensitive. Volume to humans dropped 58 percent in two months and our patient NPS held steady. The hybrid handoff is the part most vendors get wrong. They did not.

P.M.

Proof