Financial planning, modeling & analysis

Financial planning and analysis plays a crucial role in companies by performing the budgeting, forecasting, and analysis that supports major corporate decisions of the Board of Directors, CFO and CEO.

These activities help companies consistently achieve their growth and profitability objectives through careful financial planning and cash flow management.

Financial modelling

Financial modelling is the task of building an abstract representation (a model) of a real world financial situation. The output of a financial model is used for decision making and performing financial planning and analysis. Financial models are used to make decisions about:

Raising capital (debt and/or equity).
Making acquisitions and valuing a business.
Selling or divesting assets and business units.
Budgeting and forecasting (planning for the years ahead).
Financial reporting.
Capital allocation.

At Forvis Mazars we strive to deliver financial models which are built in accordance with the FAST standard – flexible, accurate, structured and transparent. We develop bespoke models for our clients which are developed using our tried and tested financial modelling methodology.

Our services include:

Budgeting and rolling forecasts.
Costing, including activity based costing.
Financial modelling.
Financial reporting and dashboard design.
Model audit and assurance services.
Option appraisal.
Performance management.
Resource management.
Simulations.
Strategic and operational financial planning.

Data visualisation and data analytics

Forvis Mazars provides consulting services in data analytics, data visualisation and strategic dashboard development. We work with clients to understand their needs and requirements and to develop a solution catered for their needs.

We provide critical analysis and strategic measurement to enable more informed decision making across the business. We work closely with a range of stakeholders including business unit leads & directors to drive performance insight.

We use technology and problem-solving skills to deliver smart, technology driven solutions, that help drive operational excellence, through automation, reduced operational risk and greater analytical insight. Our services include:

Dashboard design

Forvis Mazars support clients in the measurement of leadership priorities and development of strategic KPI reports, as we possess expertise across all leading data visualisation tools. We have also developed our own in-house software to assist our existing service lines. In addition, we develop data models using bespoke analytics to provide clients with ready to use business intelligence dashboards specific to their function and industry sector for making informed business decisions.

Forvis Mazars is a global organisation which will leverages on Group wide knowledge to ensure the highest possible service is provided to our clients. We use a broad range of tools in completing our analysis including statistical software such as: