Financial Planning
Budgeting, rolling forecasts, headcount planning
Greater Chicago & the Midwest
Enterprise FP&A.Without the Enterprise Overhead.
Fractional and interim FP&A leadership for growing private businesses that need stronger forecasting, profitability analysis, cash visibility, and financial decision support—without building a full internal FP&A department.
The FP&A department for growing businesses — serving privately held companies with $10M–$100M in revenue throughout Greater Chicago and the Midwest.
- Forecast
- Rolling 12
- Cash view
- 13 weeks
- Focus
- $10M–$100M
The problem
The Books Are Solid. The Forecasting Isn't.
Most growing private businesses build solid accounting first: the books close, the statements are accurate, compliance is handled. What often lags behind is FP&A — the forward-looking planning, forecasting, and analysis management needs to run the business.
- 01
Financial reporting tells management what happened but not what happens next.
- 02
Annual budgets quickly become outdated.
- 03
Cash needs are difficult to predict.
- 04
Revenue forecasts rely heavily on intuition.
- 05
Customer, product, or business-unit profitability is unclear.
- 06
Management decisions require significant manual spreadsheet analysis.
Accounting tells you what happened. FP&A helps you decide what happens next.
Five questions
Five Questions Most Growing Companies Can't Answer Fast
If these answers take days to produce—or cannot be answered confidently—your business may have an FP&A capability gap.
- 1
Where will revenue, profit, and cash finish this year?
- 2
Why are results different from plan?
- 3
Where does the company make—and lose—the most money?
- 4
What are the biggest financial risks and opportunities ahead?
- 5
What should management do differently based on the numbers?
The solution
Forward-Looking Finance for Better Business Decisions
A complete FP&A capability, delivered in four connected disciplines.
Plan
- Annual budgeting
- Rolling forecasts
- Headcount planning
- Strategic planning
Understand
- Management reporting
- KPI dashboards
- Variance analysis
- Profitability analytics
Predict
- Revenue forecasting
- Cash forecasting
- Scenario modeling
- Sensitivity analysis
Decide
- Pricing
- Hiring
- Capital investments
- Growth initiatives
- M&A support
We turn financial information into actionable management insight.
Engagement models
The Right Level of FP&A Support for Your Situation
Fractional FP&A
Ongoing capability without the full-time overhead.
For companies that need stronger forecasting, analytics, planning, and financial decision support but do not require a full-time FP&A team.
Typical uses
- Monthly forecasting
- Management reporting
- KPI development
- Cash planning
- Profitability analysis
- Strategic decision support
Interim FP&A Leadership
Experienced leadership when you need it now.
For businesses navigating a finance leadership vacancy, acquisition, transformation, rapid growth, or other temporary need requiring immediate senior FP&A capacity.
Typical uses
- Interim Head or VP of FP&A
- Finance transformation
- Acquisition integration
- Forecast stabilization
- Team leadership
- Permanent-hire transition
Fractional when you need more capability. Interim when you need immediate capacity.
Who we help
Built for Growing Private Businesses
Our work fits companies where financial complexity has outgrown the existing finance team's capacity for forward-looking analysis.
- $10M–$100M revenue
- Privately held or PE-backed
- Existing accounting capabilities
- Limited dedicated FP&A resources
- Increasing financial and operational complexity
What we deliver
An FP&A Capability Built Around Your Business
Engagements are shaped around your priorities, systems, and team — not a fixed template.
Management Reporting
Executive reporting, variance analysis, EBITDA bridges
Cash & Working Capital
13-week cash forecasting, liquidity and working-capital planning
Revenue & Profitability
Revenue forecasting, customer and product profitability, pricing analytics
Decision Support
Scenarios, investments, hiring, strategic initiatives
Finance Transformation
KPIs, dashboards, automation, Power BI, AI-enabled workflows
WHAT'S NEXT
How Mature Is Your Company's FP&A Capability?
Our FP&A Maturity Assessment evaluates your company's capabilities across ten areas.
Identify your strongest capabilities, biggest gaps, and highest-priority opportunities.
Take the FP&A Maturity Assessment- 01Financial reporting
- 02Budgeting
- 03Forecasting
- 04Cash flow
- 05Revenue planning
- 06Profitability
- 07KPIs
- 08Scenario planning
- 09Systems and automation
- 10Finance business partnership
Greater Chicago & the Midwest
Fractional FP&A for Greater Chicago Businesses
We provide fractional and interim FP&A support to privately held businesses throughout Chicago and the surrounding suburbs, with broader support throughout the Midwest.
Work is delivered on-site or remotely depending on what the engagement calls for — from the city and the collar counties out to manufacturing and distribution corridors across Illinois, Wisconsin, and Indiana.
- Chicago
- Naperville
- Oak Brook
- Downers Grove
- Lisle
- Schaumburg
- Aurora
- Bolingbrook
- Northbrook
- Deerfield
