Check out these case studies designed to demonstrate how our hybrid and fully managed FP&A model can help companies across multiple industries to improve profitability, enhance agility, and support long-term sustainability.
Client background – A VC-backed SaaS startup was experiencing rapid growth. While revenues surged, their internal FP&A team couldn’t keep up with forecasting, scenario modeling, and cash flow planning across multiple product lines.
Key challenges – Inadequate capacity for real-time forecasting, Inconsistent budgeting process, and Burn rate concerns from investors.
Results achieved – Forecasting accuracy improved by 69%, Monthly MIS reporting gets automated by 85%, and Reduced FP&A costs by 47%.
Our approach for you – Create a 12-month rolling forecast model, Consolidate real-time data within budgeting template, and Prepare an investor dashboard with KPI alerts.
Client background – An established manufacturing company with ~500 employees struggled with rising costs and lacked dedicated FP&A staff. Hiring was frozen due to a recent downturn.
Key challenges – No financial model for scenario planning, Cost variance analysis was delayed, and C-suite lacked decision-ready insights.
Results achieved – Identified 7% cost-saving opportunities in a quarter, Reduced reporting time to 2 days from 10 days, and Zero new hires required for FP&A.
Our approach for you – Set up cost tracking by product line, Implement what-if analysis reports, and Prepare a weekly margin dashboard.
Client background – A mid-sized e-commerce company selling across Shopify and Amazon needed SKU-level profitability analysis and better inventory forecasting.
Key challenges – Inconsistent SKU-level margin data, No automated sales forecast or inventory control, and Fragmented data from multiple platforms.
Results achieved – Built SKU-level margin dashboard, Introduced automated sales forecasts with seasonality factors, and Reduced stockouts by 30%.
Our approach for you – Consolidate Shopify, Amazon, and ERP data, Create SKU margin tracking and inventory control reports, Align FP&A with demand planning and supply chain.
Client background – A fast-growing D2C brand selling supplements and health products needed to improve cash flow and marketing ROI tracking.
Key challenges – Poor cash flow visibility due to delayed receipts, No consolidated marketing ROI dashboard, and Difficulty projecting ad spend vs. revenue.
Results achieved – Created weekly cash flow forecasts, Built paid channel ROI tracker (Facebook, Google), and Improved ROI by 22% through insights.
Our approach for you – Set up automated marketing spend-to-revenue dashboards, Forecast weekly cash flows and optimize ad budgets, and Tie FP&A to performance marketing KPIs.
Client background – A VC-funded fintech startup with a subscription-based model wanted to model different monetization strategies and burn scenarios.
Key challenges – No scenario modeling for pricing changes, Difficulty estimating customer cohort behavior, and Inaccurate cash flow planning.
Results achieved – Built scenario-based models for pricing, churn, and burn, Helped CFO present 3 capital runway scenarios, and Supported new pricing strategy launch.
Our approach for you – Build flexible driver-based model with scenarios, Analyze cohort behavior to forecast LTV, and Link operational KPIs to cash planning.
Client background – A logistics firm operating B2B warehousing services wanted improved cost control and contract profitability insights.
Key challenges – Poor tracking of client-level margins, Operational costs misaligned with pricing, and Inconsistent warehouse performance.
Results achieved – Created client-level profitability reports, Built monthly operational KPI dashboards, and Identified cost leakage saving ~$120k/year.
Our approach for you – Track warehouse and contract-level costs, Benchmark client performance, and Align pricing strategy to service costs.
Client background – An education nonprofit with grant-based funding needed better forecasting for programs and improved donor reporting.
Key challenges – Disconnected program-level budgeting, Inconsistent fund tracking and compliance reporting, and Inability to model multi-year funding scenarios.
Results achieved – Implemented program-based budgeting system, Delivered grant vs. spend reporting, and Improved donor confidence through transparency.
Our approach for you – Set up program-wise budget tracking, Enable donor/funder dashboards, and Automate forecast vs. grant disbursement reports.
Client background – A regional hospitality chain needed rolling forecasts for occupancy, RevPAR, and property-wise budgeting.
Key challenges – Highly seasonal revenue swings, Lack of rolling forecasts tied to booking data, and Manual property-level P&L management.
Results achieved – Built rolling 3-month and 12-month forecasts, Integrated property management system with FP&A, and Reduced budgeting cycle from 5 weeks to 10 days.
Our approach for you – Connect booking/occupancy data with FP&A models, Automate property-wise budget performance dashboards, and Align forecasts to seasonality and events.
Client background – An online learning platform offering subscription-based and B2B services wanted insights into course-level profitability.
Key challenges – No visibility into which courses were most profitable, Fragmented data between sales, LMS, and finance, and No cohort analysis to track learner behavior.
Results achieved – Merged data from LMS, CRM, and finance, Identified high-margin vs. low-margin course clusters, and Helped refocus content investment decisions.
Our approach for you – Set up course-level margin dashboards, Build cohort tracking model to forecast retention, and Help with subscription forecasting and B2B pricing.
Client background – A solar energy startup wanted developing cost-effective rooftop solar solutions for residential and commercial customers.
Key challenges – Complex forecasting due to seasonal variation in demand, Struggled to model government incentives and rebates into profitability forecasts, and Inefficient capital budgeting for long-term solar infrastructure projects.
Results achieved – Improved forecasting accuracy by 40% through driver-based models, Built dynamic models to simulate the impact of incentives on pricing, and Streamlined capex planning with rolling forecasts.
Our approach for you – Incorporate weather-adjusted and seasonality-based models, Integrate government incentives into a pricing simulator, and Provide tools for real-time project profitability tracking.
Client background – A mid-sized construction firm specializing in commercial real estate projects in the United Kingdom.
Key challenges – Project delays made cash flow planning difficult, Variability in subcontractor costs led to budget overruns, and No system to forecast material cost inflation.
Results achieved – Built real-time cash flow forecasting model by project, Introduced dynamic budgeting based on actuals, and Customized commodity price inflation to adjust estimates.
Our approach for you – Create project-level budget control dashboards, Build cash burn models with timeline and milestone tracking, and Use inflation indexing to reforecast material and labor costs.