Planning, Budgeting, Forecasting, Reporting Transformation

Planning, Budgeting, Forecasting and Reporting are the key areas to transform firm’s strategy into tangible objectives. Our approach ensures that we deep dive in the current processes to eliminate the inefficiencies and incorporate leading practices. The transformed processes help provide insights to make accurate and profitable business decisions

How it can help the client ?

These objectives are key to achieving financial targets and shareholder value. We help you in your journey to make your existing processes leading processes.

Transformation can be achieved by targeting the three pillars – People, Process and Technology.

Success Stories

Financial Modeling and Business Plan for an India based Real Estate Player

Business Challenge

The client, a US $260Mn real estate player in India, needed help in detailed review of the Financial model and projected Cashflow and also required support in developing business plan for its prospective investors.

Solution Delivered

1. Review of exhaustive Financial Model including projected statement of Profit & Loss, Balance Sheet and Cash flow
2. Review of current and projected Orderbook vis-à-vis Revenue Recognition under applicable Financial Reporting standards
3. Review of projected cashflows, review of Segment wise Business Model viz. Buildings & Housing, Logistics & Industrial Infra
4. Market Analysis – relevance of Orderbook/ Revenue and current Industry and Economic Outlook
5. Competitor Analysis – Review of Key Financial Measures of Competitors vis-à-vis the Company’s financial data
6. Qualitative Analysis of Competitors’ Data including SWOT analysis of the client, Risk Analysis and Resilience Measures adopted.

Outcomes Achieved

1. Business Plan was submitted to its board. It was also leveraged for discussions with their investors
2. Financial model was utilized to derive valuation for prospective M&A activities.

Budgeting and Cost Controls for an Oil and Gas firm in Middle East

Business Challenge

The client, an Oil and gas major in the Middle East, required a comprehensive review of their budgeting and cost control processes.

Solution Delivered

Review of current Budgeting process with stakeholders. Based on the current process, recommended improvements to the current process
Performed review of Scenario Based Budgeting – recommended Dynamic Budgets and Scenario modeling
Improvement in existing Cost Control measures
Review of Oil Price Mitigation Plan.

Outcomes Achieved

Helped establish scenario planning and dynamic budgets for the client which were very helpful during the covid situation.

Business Planning & Controlling Audit at a large aluminum smelter plant

Business Challenge

The client, a large aluminium smelter in Middle East, required help with their business planning and controlling audit.

Solution Delivered

1. Compliance with Strategy, Business Planning and Budgeting Process Procedures
2. Compliance with Capital Expenditure Management Process & overall CAPEX approval process
3. Compliance with Business Performance Management procedure along with KPI monitoring and reporting
4. Review of Business Planning & Controlling staff
5. Review of Management Information System (MIS);
6. Compliance with reporting requirements and reliability of information included in the reports;
7. Analyzed the adequacy of budgetary & cost controls.

Outcomes Achieved

1. Uncovered gaps in the existing processes and provided several improvement opportunities
2. Recommended leading practices in the processes.