FP&A Roadmap

How FP&A can profitably scale the enterprise and advise senior leaders of high growth companies

a high performing FP&A team can help through any curves in the road to create value

to answer complex business questions and facilitate disciplined decision making

How much volume do we need to meet our growth goals?
What’s the volume from our existing customers vs new customers?
Is our pipeline enough to meet our customer growth goals?
What is our pricing positioning and strategy?
What is the product’s price elasticity?
What is the path to profitability? What are the levers?
Which customers are profitable?
Can we convert fixed costs to variable?
How can we scale our costs more efficiently?
How do we optimize demand and supply alignment?
At what rate should we scale our headcount?
How can we improve our working capital?
How can we manage and improve our liquidity?
How do we reduce risk in our order to cash processes?
What is our cash burn rate?
What is our cash runway?
Which are the best initiatives to invest in?
How do we understand the financial projections for our product roadmap?
What is the ROI, breakeven, and payback for this initiative?
How do we choose the right vendor proposal vs building it ourselves?
How do we prioritize our capital allocation?
How do we prepare to launch a new business?
What are some other scenarios to review?

Monthly financial statements
Budget vs Actual variance analysis
Key Performance Indicators (KPI)

Collaborative forecast updates
Identification of Risks and Opportunities
Deal desk reviews
Spend approvals through purchase requisition process
Internal controls

Implement and own FP&A processes and systems
Maintenance of data dimensions
Efficient, accurate, and timely financial models