1. Budgeting & Annual Operating Plans (AOP)

• Build detailed annual budgets aligned with your business goals

• Revenue, cost, margin & cash-flow budgeting

• Create rolling budgets and quarterly reforecasts

• · Scenario planning for best-case, expected, and worst-case outcomes

Our FP&A offerings

2. Forecasting (Monthly, Quarterly, & Rolling Forecasts)

• Accurate short-term and long-term forecasts

• Driver-based financial forecasting models

• Tracking actual vs. forecast variances

• Real-time updates based on business drivers

3. Financial Modelling & Scenario Analysis

• Custom Excel/Google Sheets/Power BI models

• Cash flow modeling

• Profitability & breakeven analysis

• Sensitivity analysis to support strategic decisions (pricing, expansion, cost restructuring)

4. Performance Tracking & Management Reporting

• Monthly/quarterly performance dashboards

• KPI tracking (financial + operational)

• Variance analysis (actuals vs. budget vs. forecast)

• Board-level reporting packs

5. Profitability & Cost Analysis

• Product/SKU/customer/channel profitability

• Cost optimization strategies

• Contribution margin, gross margin, overhead allocation

• Insights to improve operational efficiency

6. Cash Flow Planning

• Short-term & long-term cash flow forecasting

• Working capital analysis

• Liquidity planning for sustainable operations

7. Strategic Business Insights

• Market-driven insights and benchmarking

• Support for fundraising, M&A, valuation

• Expansion analysis (new regions, new product lines)

8. Data-Driven Decision Support

• Build finance dashboards in Power BI, Tableau, or Looker

• Standardized financial reporting systems

• Predictive analytics to support leadership decisions

How Our FP&A Helps Your Business

Kaalafino’s FP&A support ensures you understand your numbers, predict future performance, and make confident strategic decisions.

You get:

• Better control over revenue, costs, and cash

• Faster decision-making with accurate insights

• Transparent financial performance tracking

• Reduced risk through proactive planning

• Growth-driven strategies backed by data

Who We Serve

• We support entities outside India across:

• USA (GAAP-based reporting, KPI dashboards, board packs)

• UK & Europe (IFRS reporting, strategic FP&A insights)

• Canada, Australia, Middle East

• Startups, eCommerce, SaaS, Manufacturing, Logistics, Real Estate, Professional Services, and more.

Why Choose Kaalafino for FP&A?

• Strong expertise in US, UK, and global finance

• Team of Chartered Accountants & FP&A Analysts

• Experience with SAP, NetSuite, QuickBooks, Xero, Oracle, Power BI

• Tailored insights based on your industry

• 100% outsourced remote FP&A team

• Scalable plans for startups to enterprises

• We act not just as analysts — but as your financial strategy partner.

Our FP&A Process

• Understand Business Drivers

• We review your financials, operations, KPIs, and growth roadmap.

• Build Forecasts & Models

• Create robust budgeting, cash flow, and forecasting models.

• Performance Monitoring

• Monthly variance analysis and business insights.

• Strategic Guidance

• Recommend actions to optimize cost, improve margins, and scale effectively.

Deliverables You Receive

• Monthly financial performance pack

• KPI dashboards (Excel, Power BI, Sheets)

• Budget vs Actual vs Forecast variance analysis

• Cash flow forecasting model

• Profitability insights

• Board presentation decks

• Scenario & sensitivity models

• Custom financial models

FP&A Tools We Work With

• Excel & Google Sheets

• Power BI / Tableau

• SAP / Oracle / NetSuite / QuickBooks / Xero

• Anaplan, Adaptive Insights (for enterprise planning)