FP&A FOR PE-BACKED COMPANIES

FP&A support when the reporting cadence gets faster after the deal closes.

Private-equity ownership tends to make finance questions arrive with shorter deadlines and less patience for answers that require rebuilding the model first.

WHERE I CAN HELP

FP&A support for PE-backed management teams

I work with CFOs and finance teams on forecasting, management reporting, cash visibility, scenario modeling and the processes needed to explain performance consistently to management and investors.

Rolling forecasts

Keep the outlook current as operating assumptions change.

Variance analysis

Explain performance through the drivers behind the result.

KPI reporting

Create consistent views of the measures management and investors care about.

Board & investor support

Build finance materials that make performance, outlook and risk easier to discuss.

13-week cash forecasting

Improve short-term liquidity visibility when cash needs closer attention.

FP&A process improvement

Strengthen models and reporting cadence without immediately adding permanent headcount.

HOW I THINK ABOUT IT

More reporting is not automatically better reporting.

The useful question is whether the finance process can explain the business quickly enough for management to act. That means consistent definitions, traceable assumptions and a reporting rhythm that does not require a heroic rebuild every month.

When expectations increase, the finance process has to keep up.

A recently acquired company may not need more complexity. It usually needs a clearer cadence and enough capacity to run it well.

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