FinAut Consulting — FP&A Practice

Five Case Studies in
Financial Planning
Transformation

Simulation-grade models drawn from real-world FP&A interventions. Each case presents the problem, the analytical approach, and live data visualisations.

FP&A demand & stats CFO tech trends (Deloitte) Coding in the AI era
Case 01 ▦
Retail
P&L Dashboard Productisation
35 dashboards with inconsistent data, high maintenance costs, and no ownership model.
→ Governed data layer plus AI-assisted monitoring (lineage, drift, NL query); lower run cost, more time for insight.
Reporting & Data Governance →
Case 02 ◈
Pharmaceuticals
AI Cash Flow Forecasting
COVID-19 broke all historical forecast assumptions simultaneously.
→ ML on live drivers maintained 90-day visibility; gen-AI layers helped explain scenarios to leadership vs peers stuck at 6 months.
Cash Flow & Liquidity Planning →
Case 03 ◉
Manufacturing
Hidden Cost Discovery
Fragmented ERP inputs caused data inaccuracy cascading through every budget review.
→ $400K surfaced using rules plus AI-assisted anomaly & duplicate detection; reviews shortened with trusted numbers.
Budgeting & Cost Control →
Case 04 ⬡
Private Equity
Multi-Entity Data Pipeline
Five portfolio entities on different ERPs with no common data layer.
→ Multi-day manual consolidation replaced by near real-time unified reporting.
Consolidated Reporting →
Case 05 ◬
Consumer Goods
xP&A Data Lake Build
FP&A, supply chain, and logistics siloed — cross-functional P&L impact questions unanswerable.
→ Driver-based P&L model connecting finance to operational assumptions in real time.
Extended Planning & Analysis →