Financial Planning & Analysis
HNH’s Financial Planning & Analysis (FP&A) service offering is focused on helping businesses gain greater financial insight, improve decision-making, and enhance overall financial performance.
Our services
Our FP&A services under three major themes: financial modelling, enhanced financial reporting and data analytics.
A large part of HNH’s FP&A work historically has been the preparation of financial models to support a transaction, whether that is M&A or debt advisory, giving us an acute understanding of the model requirements for these processes. As a result, we have developed our own unique approach in order to enhance transaction efficiency and maximise the outcome for your business. HNH also has significant experience in the preparation of financial models as part of valuation and external business planning engagements as well as FP&A services for internal reporting, analysis and decision-making.
As we cater specifically to our client’s requirements, there is no typical FP&A engagement however we have frequently been involved in long-term outsourced FP&A support engagements, medium-term engagements with specific deliverables and short-term projects to bridge immediate FP&A gaps that need to be addressed.
Financial Modelling
We prepare fully integrated bespoke financial models encompassing profit and loss, balance sheet and cash flow statements. Laid out into inputs, workings, and outputs the models are aligned with financial modelling best practice. Our models are built with the purpose of providing relevant information which informs decisions and facilitates company growth.
HNH models are built from the bottom up to fit your business, encompassing several operating divisions/geographies and incorporating functionality to add future acquisitions. They actualise automatically whilst retaining projections to allow for the analysis of performance and the accurate reflection of current and future funding structures while providing cash headroom and covenant analysis as required. Our models can include a dashboard highlighting your Key Performance Indicators and scenario/sensitivity analysis.
Enhanced Financial Reporting
HNH regularly assist clients in enhancing their internal financial reporting. The objective of these services is to develop tools that improve on clients’ manual, onerous and unwieldy reporting processes. These tools are bespoke to each client. The tools automate repetitive tasks, drive efficiency and reduce time-to-decision allowing finance functions to spend more time adding value to the business elsewhere. They also support senior management teams in becoming more agile and responsive with timely, clear and concise information available to them.
We can assist clients in the preparation of recurring financial presentations and reports that offer clarity on performance, future forecasts, and strategic initiatives for board and investor meetings. We can also assist in defining, monitoring, and interpreting Key Performance Indicators to track progress toward financial and operational goals and guide management teams in producing clear and concise reporting packs containing the highest value information available.
Data Analytics
HNH produce visually immersive and interactive reports in order to enhance the understanding of the key drivers of your business. We work with you to develop a data strategy, considering the key insights that would be valuable to you, and assist you in identifying underutilised, valuable data in your business.
To get the most of this data we often bring together disparate sources of information which we see this as a common roadblock for many businesses in their data journey.
Specialist team
Our FP&A specialists
Partner – Head of Deal Advisory
Associate Director – Deal Advisory
Manager – Deal Advisory
Manager – Deal Advisory
Manager – Deal Advisory