EXCEL-BASED FINANCIAL PLANNING AND ANALYSIS

Are you struggling to produce an Excel-based financial planning model?  Need help creating models for consolidating overhead pools, allocations, fringe and distributing other costs?  We can help.  With our expertise, clients are able to implement financial models and analysis tools that immediately begin adding business value. 

We have well over 10 years of experience developing and implementing Excel-based solutions for midsize companies.  A few of our past solutions include the following:

Report automation of department spend results, that consolidates trended actual spend vs. budget and generates an email distribution to both the responsible cost center manager, as well as their next level manager;

Integrated planning solutions for mid-size businesses that include revenue modeling, standard cost setting, headcount costing, overhead pool development, shared service allocating,

Excel statistical analysis and modeling for sales operations optimization;

Linear optimization of financial modeling;

Models for Excel financial ratio analysis;

Excel-based dashboard solutions; and

Database programming combining Excel with SQL and Access databases.

Given that we understand debits and credits, along with the bits and bytes, we are able to quickly understand our client's business requirements and then deliver cost effective solutions to achieve their goals.  Call us today at 818.436.0781.  We can discuss how Resource Planning Solutions can help solve your business challenges today.

Also, please visit our Resource Center where you will find case studies, white papers and tools relating to financial performance management processes.

In the mean time, check out our "Excel Tips With Your Cuppa Joe" Podcasts for some excel tips you can use right now!