Transform Your Financial Planning & Analysis
Defining processes, implementing the right solution, and driving success.
About Us
The FP&A Firm is a leading professional services company specializing in Financial Planning & Analysis technology implementation and advisory services. We combine deep industry expertise with technical excellence to deliver transformative solutions.
Our team brings together decades of experience across industries, enabling us to provide comprehensive solutions that drive business value through enhanced financial planning and analysis capabilities.
Using Excel for budgeting?
Modernize your planning processes
Month-end taking too long?
Streamline your closing process
Complex systems?
Simplify your financial processes
Need better insights?
Transform your analytics
Our Services
Expert FP&A software implementation and optimization tailored to your business needs and industry requirements.
Implementation Services
Software Implementation
Data Migration
System Integration
Process Design
Technical Architecture
Advisory Services
Solution Selection
Process Optimization
Change Management
Best Practices
Strategic Planning
Training & Support
User Training
Admin Training
Documentation
Ongoing Support
Knowledge Transfer
Technology Partners
PLANFUL
BOARD
ANAPLAN
Industries We Serve
We provide tailored analytics services across various industries to enhance decision-making and efficiency.
Manufacturing
Optimize production planning and supply chain analytics for improved operational efficiency.
Financial Services
Enhance revenue forecasting and risk analytics for better financial decision-making.
Entertainment
Streamline revenue cycle management and patient metrics for improved healthcare outcomes.
Healthcare
Optimize theatrical and TV release planning and ultimates forecasting across distribution windows.
Non-Profit
Optimize grant management and program-based budgeting to maximize social impact and donor transparency
Technology
SaaS financial modeling and metrics, from ARR planning to growth analytics. Optimize revenue forecasting, and retention modeling.
Client Feedback
*Note: Experience aggregates client engagements and prior operating experience.
INDUSTRY EXPERTISE & IMPLEMENTATION EXCELLENCE
"Their deep understanding of theatrical ultimates and FP&A transformation was invaluable. They not only implemented our new planning solution but provided insights that enhanced our forecasting process and streamlined our participation calculations across multiple territories."
— VP of FP&A Sony Films
Leadership Team
Explore our successful financial planning and analysis implementations.
Tayo Omololu
Founding Partner
FP&A practitioner across industries. Implementation architect and modeling expert. Unit4 FP&A certified and Anaplan Certified.
Sarah Reynolds
Partner
11+ years in banking and insurance. Planning and forecasting expert.
James Chen
Partner
11+ years in FP&A technology. Anaplan Solution Architect. Former VP of FP&A Amazon Videos
Folashade Edun
Partner
18+ years in enterprise finance transformation. Former Big 4 Senior Manager. Manufacturing expert.
Louis Cordes
Partner
Former Healthcare CFO. Specialized in revenue cycle modeling and cost analytics.
Our Consultants
Lorianne Taylor
Senior Consultant
8+ years in non-profit sector. Expert in grant planning and program-based budgeting. Former VP of Finance at United Way..
9+ years in consumer goods. Led implementations at P&G and Unilever. Expert in trade promotion optimization and demand planning.
9+ years in pharmaceutical industry. Former Business Planning Manager at Pfizer. Specialized in R&D portfolio analytics.
Board and Anaplan certified model builder with 10+ years experience. Led enterprise implementations at Fortune 500 companies. Expert in financial consolidation and reporting.
8+ years in non-profit sector. Expert in grant planning and program-based budgeting. Former Finance Director at United Way.
Sophie Chen
Senior Consultant
Laura Martinez
Senior Consultant
Raj Patel
Lead Implementation Consultant
Amanda Brighton
Senior Consultant
Olayinka Adeyemi
Senior Consultant
Arun Krishnan
Senior Implementation Consultant
Vikram Mehta
Senior Implementation Consultant
Anaplan certified model builder with 8+ years FMCG experience. Led implementations at Unilever and Nestlé. Expert in trade promotion and demand planning.
Unit4 and Adaptive Insights certified. 7+ years specializing in implementation and data integration. Expert in workflow design and system architecture.
Board and Unit4 implementation specialist. 8+ years experience in CPG and retail. Expert in trade promotion and demand planning solutions.
150+
100%
Project delivery rate
Successful Implementations
75+
Clients Served
Ready to Transform Your FP&A?
Let's discuss how we can help optimize your financial planning and analysis processes.