Financial Planning & Analysis and Performance Visibility

Enabling finance teams to serve as key partners to the business.

Financial planning & analysis (FP&A) teams play a vital role in organizations by connecting business drivers to financial performance. Stout has a dedicated team of professionals who enable Finance functions to drive value through greater performance visibility. Our team enhances processes across strategic planning and budgeting, reporting and analysis, modeling and decision support, and data enablement and visualization – with a unique blend of consulting and industry experience spanning key industries in both the public and private sectors.

Stout’s Strategic Finance solutions identify and remedy gaps while building a sustainable function that links business decisions with the KPIs that drive organizational performance.

Learn More About Stout’s CFO Advisory Services.

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Our FP&A Service Offerings

Foundation | Build the Platform

FP&A Stand Up
Define the function before building the model

Strategic Planning & Budgeting
Connect plans directly to corporate strategy

Reporting & Analysis
Right insights to the right audiences

Team Build, Governance, and Reporting Cadence
Baseline Financial Statements
Document SOPs and Assumptions
Enablement Tool Selection
Establish Business Partnering

3-Statement Models
Long-Range Planning (LRP)
Annual Budgeting (AOP)
Driver-Based Forecasting
Cross-Functional Target Setting
Align Performance to Strategy

Management Reporting Packages
Board and Investor Reporting
KPI Frameworks and Tracking
Variance and Performance Analysis
Cash Flow and Liquidity Planning
Product and Profitability Analysis

Advanced Capabilities | Activate Strategic Advantage

Modeling & Decision Support
Answer the questions that shape strategy

Event-Led Initiatives
Finance built for value-defining moments

AI-Enablement & Actionable Insights
Data infrastructure as competitive advantage

Driver-Based Integrated Models
Scenario and Sensitivity Analysis
Benchmarking Solutions
Value Creation Efforts
Predictive Analytics

M&A Integration and Carve-Out Support
Synergy Tracking and Cost Optimization
Capital Raise / Investment Analysis

Automated Reporting and Analysis
Dashboarding and Visualization
Reduce Manual Excel Efforts
Standardize Metrics and Definitions
BI Tools / Perfomance Scorecards

Who We Serve

Chief Financial Officers
Vice Presidents of Finance
Corporate Controllers
Chief Accounting Officers
Boards of directors
Private equity sponsors

Services

Industries

Financial Planning & Analysis and Performance Visibility

Enabling finance teams to serve as key partners to the business.

Explore our Financial Planning & Analysis and Performance Visibility solutions

Financial Planning & Analysis and Performance Visibility