Provided financial planning and analysis support to platform company

Provided financial planning and analysis support to platform company

A platform company of an NYSE-listed investment fund with revenues of approximately $2.5 billion engaged Stout to provide interim financial planning and analysis (FP&A) support.

The client had recently undergone an acquisition and had two key individuals from the corporate FP&A team resign simultaneously. The client engaged Stout to help backfill the FP&A Manager and Senior Analyst roles, ensure completion of reporting deliverables and tasks, and ensure a smooth transition of responsibilities and activities to the client’s new FP&A team.

Stout provided resources to support the below activities:

  • Updates and maintenance of integrated three-statement model for five-year strategic plan
  • Creation and compilation of monthly and quarterly board reports
  • Maintenance and improvement of monthly financial dashboards
  • Ad-hoc management reporting and analysis

In addition to ongoing support, Stout provided the client with an FP&A playbook that included documentation of reporting processes, cadence, responsibilities, and source data. The playbook also included improvement opportunities with next steps for implementation.

Stout’s interim support and recommendations helped to ensure a smooth transition of roles and responsibilities to the client’s new FP&A team and facilitate the team’s prioritization of opportunities and improvements.