Full cycle implementation
We design and implement the entire planning cycle — calendar, process, driver logic, models, data structures and reporting — so each step feeds the next instead of restarting from scratch.
Financial Planning & Analysis
EVERYTHING about Financial Planning — not only full cycle implementation, but also fostering a business partner capability.
Overview
What this service is
We cover the complete planning cycle: strategic planning, budgeting, forecasting, target setting, management reporting and performance analysis. Not as isolated exercises, but as one connected cycle that drives decisions.
The second half of the service is just as important: building the business partner capability inside your finance team, so FP&A is a counterpart to the business rather than a reporting service desk.
In detail
How we look at it
Out of Excel
Spreadsheet estates are where planning time and trust go to die. We move clients onto proper planning capability with a controlled data foundation, versioning and a single set of numbers.
From compiling to analysing
The point of the move is time. When compilation, consolidation and formatting are automated, the team's hours shift to analysis, scenarios and challenge — the work that actually changes outcomes.
Faster Insight-to-Action
We shorten the distance between something happening in the business and a decision being made about it: driver-based models, rolling forecasts, scenario capability and reporting built around the decisions it supports.
Fostering business partnering
We coach the team in how to work with commercial and operational stakeholders — framing questions, presenting insight and holding the business to account — so the capability outlives the project.
Benefits
Key benefits
- A connected, full-cycle planning process instead of disconnected exercises
- Finance out of Excel and onto a controlled, scalable planning foundation
- Significantly more time spent analysing rather than compiling data
- Faster Insight-to-Action for management and the board
- Driver-based forecasts and scenario capability leadership can trust
- A finance team that acts as a business partner, not a reporting function
Delivery
How Next Level Finance delivers
01
Diagnose
We review the current planning cycle, models, data sources and reporting, and identify where time and accuracy are lost.
02
Design
We define the driver logic, planning calendar, model architecture and reporting suite that fit how your business is actually run.
03
Implement
We build and implement the full cycle, migrate away from spreadsheet dependency and validate the numbers end to end.
04
Enable
We train and coach the team in the new process and in business partnering, then hand over ownership.
Why us
Why clients choose Next Level Finance
Certified partnerships
Where a planning or reporting platform is part of the solution, we deliver together with our certified partners Workiva and NDC Group.
- Practitioners who have owned budgets, forecasts and board reporting themselves.
- We implement — models, systems and process — rather than only recommending.
- Equal weight on the technical build and on the capability of the team using it.
- Experience across scale-ups, PE-backed groups and listed companies.
More services
Explore the rest of our offering
Let's discuss financial planning & analysis for your business.
Book a conversation with a senior partner. We listen first and tell you straight what we would do.