Equity Builder: Finance Coaching

We help our clients identify, discuss & solve issues related to the following finance-related areas:

Core Planning

  • Annual Budget Development: We create comprehensive financial plans that align with strategic objectives, establishing revenue targets, expense budgets, and capital allocation across departments and business units.

  • Rolling Forecasts: We regularly update financial projections based on actual performance and changing market conditions, typically done quarterly or monthly to maintain accuracy and relevance.

  • Strategic Planning Support: We conduct scenario analysis, evaluate investment opportunities, and provide financial modeling to support long-term business decisions.

Decision Support 

  • Business Case Development: We create financial models for new initiatives, acquisitions, or capital investments, evaluating return on investment and payback periods.

  • Cost Analysis: We examine operational expenses, identify cost reduction opportunities, and support pricing decisions through detailed cost structure analysis.

  • Cash Flow Management: We forecast cash needs, managing working capital requirements, and ensuring adequate liquidity for operations.

Performance Management

  • Financial Control: We establish budget controls, approval processes, and monitor systems to ensure spending aligns with approved plans.

  • Business Partnering: We collaborate with department heads to understand operational drivers and translate business activities into financial impacts.

  • Process Improvement: We focus on streamlining financial planning processes, implementing new tools and systems, and enhancing the accuracy and efficiency of financial analysis.

Analysis and Reporting 

  • Variance Analysis: We focus on comparing actual results to budgets and forecasts, identify significant deviations, and investigate root causes to understand performance drivers.

  • Management Reporting: We design  executive dashboards, monthly financial packages, and key performance indicator (KPI) reports that provide insights into business performance.

  • Profitability Analysis: We examine margins by product line, customer segment, or business unit to identify areas of strength and opportunity for improvement.