My Financial Planning & Analysis as a Service

Hi,

Thanks for coming this way.

I provide Financial Planning & Analysis (FP&A) as a Service.

In keeping with how I believe that businesses should always run, I am further ensuring that I simplify and keep simplifying FP&A, be this the entire FP&A experience, tools and processes.

I do so by using the cocktail of my ACCA-qualified Accountancy certification, extensive depth of hands-on experience gained across various industries, very advanced financial modelling skills, and routinely leveraging the most up-to-date technological advancement.

After +25 years of a very fortunate career, I have packaged all that worked well across various ownership structures that include the different types of Private Equity (VC, Growth etc), PLCs to create this space from where I am offering Financial Planning and Analysis(FP&A) as a Service.

Please do take a look around, thereafter, use the contact form to reach out, as I am confident that I can take care of your FP&A.

For now, thanks for stopping by.

  • Management & Statutory Reporting

    Creation of insightful set of trended management board package, using your financial and operational data, that support decisions of internal and external stakeholders.

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  • Advanced Financial Modelling

    Create from scratch, a nested suite of fully integrated financial simulation models, using your exact activities' drivers as input, that output into the P&L, Bal Sheet and Cashflow statement.

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  • Financial Planning & Analysis

    Ownership of the core activities, that include, the monthly management reporting of the actual versus plan or budget. 5-Year planning. Annual budgeting. Quarterly reforecasting.

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  • Integral Business Partnering

    Collaboration with other departmental leads to acquaint them with the financial and operational impact of their decisions and how these feed into the company performance.

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  • Special-purpose Engagements

    These could include, integration of acquired companies, transformation of department or company, financial due diligence reporting, commercial finance and any other finance-related.

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  • Directorship of FP&A and Finance

    Own the entire FP&A process and all the functional activities, by designing, developing, reviewing existing FP&A tools/output. Investor and all stakeholders relationship management.

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Highlights

Work History

  • Jan 2014

    Founding of PROATTIVA Analytics & Consultancy

    Principal Managing Partner and FP&A Consultant

    The begining of my FP&A as a Service.

    A Privately owned Limited Company, Specialists in Financial Planning & Analysis. Role: Own, lead and further develop all aspects of everything that directly as well as indirectly straddle financial planning and analysis of various clients, be these for their existing entities or further acquisitions of Private Equity platform build as at when completed.

  • Dec 2017 – Jul 2022

    As part of the FP&A as a service.

    Controller FP&A

    Italian-American multinational corporation with global multisite.

    Own the managerial and statutory reporting for group of companies, as well as delivering streamlined FP&A. This included business partnering budget owners, whilst continuously developing the wider EMEA region’s reporting, budgeting and forecasting processes.

  • Feb 2016 – Mar 2017

    As part of the FP&A as a service.

    Group Director FP&A

    Private Equity-backed Information Technology & Services

    Develope, from scratch, the group FP&A process, tool, reports for existing and integration of aqcuired entitities. Monitor, enhance and update the group’s reporting, planning, budgeting and financial modelling processes for internal and external investors.

  • Jan 2014 - Jan 2016

    As part of the FP&A as a service.

    FP&A Consultancy Roles

    Various projects in different scales of Private Equity-backed companies

    Design, develope and enhance various fully integrated financial models, from scractch. As well as enhance FP&A process across multiple short-to-medium term assignments around their reporting, planning, budgeting and forecasting for internal and external investors.

  • Aug 2008 to Dec 2013

    Business Partnering across various budget owners in Europe

    Senior FP&A Manager EMEA

    Private Equity-backed American multinational corporation with global multisite

    Own the EMEA FP&A, whilst owning and maintaining the global FP&A model, that I had originally created from scratch. YoY updates of the entire model template, management reporting packages ensuring simulation of the individual operations of each company’s business.

Working experience

Summary Profile

  • Board level ACCA-qualified Accountant. With extensive experience from a carved-out FP&A professional career, by using highly advanced financial simulation modelling to streamline FP&A.
  • Self-motivated with a track record of leadership in financial planning and analysis in tech, telco, prof services, financial services, manufacturing, fin-tech and digital companies, ranging from small private to large PLC companies.
  • Hands-on business experience in revenue streams that include Subscription revenue, Professional Services, transaction revenue, interest income.
  • With a history of developing innovative and creative solutions to complex issues, with significant experience in working directly with senior executives in strategic planning and execution of annual plans.

Highlights

  • FP&A Director, Controller, Lead, Head Of FP&A.
  • Finance Leadership, Process Development. Statutory Reporting.
  • Annual Budgeting, Quarterly Reforecasting, Management Package Creation & Reporting.
  • WhatIfs & Scenario Modelling, Dashboard Design & Development, Forecasting & Variance Analysis.
  • Advanced Financial Modelling, Finance Transformation, Financial Due Diligence, Mergers & Acquisition.

Skills

  • Financial Analysis, Business Modelling, Business Partnering, Team Leader, Process Improvement.
  • Hyperion Financial Management (HFM), Oracle, SAP, Xero, Navision, SAGE, Salesforce, NetSuite.
  • Microsoft Excel, Power BI, Microsoft Access, Financial Analysis, Financial Modelling, Financial Reporting, Budgeting, Forecasting.

The Opportunity

  • Goal #1: You do not need a dedicated Management Accountant anymore = Saving in salaries and NIC.
  • Goal #2: You do not need a dedicated financial modeler + Analyst + Manager + Director = Savings.
  • Goal #3: You do not need to spend on new software or tech, we use the most common tools = Savings.

Financial Modeller

100 %

Financial Planning & Analysis

100 %

Managerial & Statutory Accounting

100 %

Directorship of FP&A

100 %

FP&A as a Service

Simplifying with Experience

Contact me

Contact me, I will be happy to answer your questions.

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