1. Planning & Budgeting

• Annual budget development — building budgets from the ground up or refining existing ones, department-by-department

• Rolling forecasts — moving beyond static annual budgets to 12–18 month rolling forecasts that update monthly/quarterly

• Zero-based budgeting support — for companies wanting to challenge legacy cost assumptions rather than just inflating last year's numbers

• Headcount planning — linking hiring plans to revenue/capacity assumptions

2. Management Reporting & Analysis

• Monthly management packs — P&L variance analysis (actual vs. budget vs. prior year), commentary on drivers

• KPI dashboard design — building and maintaining the specific metrics that matter for the business (SaaS: MRR/ARR, churn, CAC payback; retail: same-store sales, inventory turns; services: utilization, billable hours)

• Board and investor reporting — translating financials into the narrative board members and investors actually need

• Ad hoc analysis — one-off deep dives (e.g. "why did margin drop 3 points last quarter?")

3. Modeling & Scenario Planning

• 3-statement financial models — integrated P&L, balance sheet, cash flow projections

• Scenario/sensitivity analysis — best case/base case/downside modeling, stress-testing key assumptions

• Unit economics modeling — CAC, LTV, payback period, contribution margin by customer segment or product line

• Cash runway modeling — critical for startups; when does the business run out of money under different growth/spend assumptions

4. Cost & Profitability Analysis

• Cost center / departmental P&L breakdowns — understanding true profitability by team, product, or business unit

• Pricing analysis — margin impact modeling for pricing changes

• Vendor/contract cost reviews — identifying cost creep or renegotiation opportunities

• Break-even analysis — for new products, markets, or business lines

5. Systems & Process

• FP&A tool setup — implementing tools like Fathom, Jirav, Mosaic, or building robust Excel/Google Sheets models where a full platform isn't yet justified

• Reporting automation — reducing manual reporting time

• Data integration — connecting accounting software to reporting/BI tools for real-time dashboards