FP&A
Financial Planning and Analysis That Drives Strategic Growth
FP&A is your strategic advantage. In today’s dynamic business environment where uncertainty is standard and capital is everything, startups and growth companies need more than gut instinct – they need data-driven assurance.
The Guberman Group teams combine years of experience with exceptional quality and efficiency ,transforming complex financial data into clear business insights in real time, leading you to make informed, accurate strategic decisions with complete confidence.
Strategic FP&A: Delivering Financial Clarity
FP&A isn’t just a management tool – it’s your strategic engine. It provides the financial clarity, operational flexibility, and long-term vision that let you navigate confidently, raise capital at the right moment, and scale sustainably.
At The Guberman Group, we combine real hands on experience with proven methodology to create real synergy between your business vision and financial reality.
Your Guberman Team Delivers:
Financial and Business Modeling – Robust financial models built for strategic planning, fundraising, valuation, and ongoing operations. Tools customized to your operational logic and growth path.
Budgeting and Forecasting – Annual budgets, rolling forecasts, and scenario planning. Financial control through variance analysis and performance tracking against key business drivers.
KPI Dashboards – Clear, intuitive management systems delivering real-time performance visibility and aligning teams with objectives.
Cash Flow and Liquidity Management – Continuous cash flow monitoring, burn rate tracking, and liquidity reporting to keep you ready for anything.
Business Process Optimization – Reviewing and improving procurement and internal workflows to cut waste, boost efficiency, and increase profitability.
Our Expertise in Action
Your Guberman Team Delivers:
- Monthly and quarterly management reports with analysis, insights, and actionable recommendations
- Annual budgets, quarterly forecasts, and scenario planning aligned with your strategy and market
- Custom dashboards tracking core metrics: revenue, gross profit, CAC/LTV, burn rate, runway
- Daily/weekly cash flow tracking, dynamic forecasting, payment planning, vendor management
- Board-level reporting for directors, investors, and fundraising
- Data by team, cost center, or business unit for accountability and budget ownership
- Actual vs. Budget analysis with corrective recommendations
- Valuation simulations, revenue and expense forecasting
- Expense analysis, vendor oversight, procurement flow mapping
- Strategic decision support: pricing, go-to-market, hiring, market expansion
