Welcome to Chelsea Analytix’s Financial Planning & Analysis (FP&A) Consulting, where strategic insight meets actionable financial expertise. With over 25 years of experience in Fortune 500 environments, we specialize in transforming complex financial data into clear, strategic plans that drive business success. We offer tailored FP&A consulting services to businesses seeking to optimize financial performance, enhance operational efficiency, and achieve sustainable growth.

Our consulting services are designed to empower your organization with the financial clarity and strategic direction needed to thrive in competitive markets.

Why Choose Chelsea Analytix for FP&A Consulting?

With extensive background in financial planning, strategic analysis, and operational risk management we deliver high-impact solutions for organizations of all sizes. From Fortune 500 giants to growing enterprises, we provide customized FP&A services that align with your unique business goals. Our approach is built on:

• Proven Expertise: Team’s experience of over two decades of leadership in FP&A and strategic planning at top-tier firms like Chubb, Goldman Sachs, and Dun & Bradstreet.

• Data-Driven Insights: Leveraging advanced BI tools like Tableau, IBM Cognos Analytics, Anaplan, Essbase, Quickbooks, TM1 and other similar tools to deliver precise forecasts, performance analysis, and strategic plans.

• Collaborative Partnership: Working closely with your teams to integrate financial strategies with operational goals, ensuring cross-functional alignment.

• Creative Problem Solving: Developing innovative solutions to complex financial challenges, from cost optimization to risk mitigation.

• Actionable Results: Delivering measurable outcomes, such as improved profitability, enhanced reporting, and streamlined business processes.

Key offerings include:

1. Strategic Financial Planning

Crafting robust financial plans that align with your long-term business objectives. We guide clients through:

• Developing annual and multi-year financial plans with detailed budgets and forecasts.

• Analyzing key performance drivers, such as revenue, expenses, and market trends, to inform strategic decisions.

• Partnering with leadership to create actionable roadmaps for growth and profitability.

2. Performance Analysis and Reporting

Delivering clear, concise, and actionable financial reporting to support informed decision-making. Services include:

• Performance reviews with insights into rate, retention, and new business drivers.

• Designing management reporting frameworks that enhance transparency and accountability.

• Identifying performance drivers that support strategic initiatives.

3. Forecasting and Scenario Analysis

Providing accurate, data-driven forecasts to anticipate market changes and business outcomes. My services include:

• Building detailed financial models to project revenue, expenses, and cash flow.

• Conducting scenario analysis to assess risks and opportunities under various market conditions.

• Collaborating with cross-functional teams to incorporate sales and product drivers into forecasts.

• Creating individual performance dashboards to evaluate performance for annual compensation and bonus plans.

4. Business Process Optimization

Streamlining financial and operational processes to enhance efficiency and reduce costs. We focus on:

• Identifying inefficiencies in financial workflows and implementing process improvements.

• Leveraging technology, such as BI tools, to automate reporting and analysis.

Enhancing cross-functional collaboration to align financial goals with operational strategies.