FP&A Transformation

Is your company’s finance function a competitive advantage?  Does it make a difference in how you run your business?  Does it help you win?

SynFiny Advisors defines FP&A as “the critical financial data systems and processes, accounting and financial modeling activities that, when combined with deep understanding of business, allow companies to harness and tune value creation.”  When done well, these processes provide competitive advantage. They don’t just report results, they show how to make results better. They don’t just count costs, they help you manage costs. They don’t just track budgets they allow you to make smarter decisions.

SynFiny Advisors specializes in helping clients TRANSFORM FP&A into a competitive advantage.  We help you move your finance activities from reporting what happened to helping the company make things happen!



  • Budgeting takes too long and requires too much work
  • Limited front-line employee participation results in limited buy-in
  • Forecast frequency and accuracy needs to increase
  • True profitability of products, services and units unknown
  • Hard to understand cost saving opportunities and impacts
  • Too many “versions” of results running around the organization
  • Front-line employees need access to better reports
  • Process makes organization alignment a continuous struggle
  • Organization focused on the wrong priorities
  • Hard to know when and where to act when results are off target

Based on 2012 APQC studies

M1 v2

Our Core Services

FP&A Transformation

Building financial processes and systems that help you manage your firm better and make more money.

Shared Services

Making your support functions and back office operations more efficient, effective and competitive.

Business Analytics

Providing financial and business analytics that drive decision making and grow your bottom line.


Guiding you through the process of molding and implementing winning business plans.

Start-up Services

Helping start-ups be more successful by thinking more deeply and completely about the risks and opportunities ahead.

C-Suite Services

Experience and skills that fill critical gaps, lead strategic projects, or improve management capability.

Risk Management

Helping you tame ever changing business risks to protect your people, systems and assets.

Organizational Development

Giving you the tools and techniques to develop and maintain more productive and successful organizations.

Process Management

Understand and improve your business processes so they can either eliminate, simplify, standardize, or digitize effort.

Supply Chain

Improve overall supply chain operations to grow your bottom line.

Merger & Acquisition Support

Analysis and operational support to execute brilliant deals that grow your business.


Transform your Suppliers, Solutions, Processes and Organization using Strategic Sourcing and Procure-to-Pay best practices.