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KC RELIANCE SERVICES

Financial planning and analysis (FP&A) is the budgeting, forecasting and analytical processes that support a company’s financial and business strategy. Financial Planning and Analysis combine deep analysis for operational, strategic and performance to support goals. It relies heavily on statistical and data analysis to measure and plan business operations and forecast their financial impact. Our team follows financial planning services:


- PLANNING ACTIVITIES -

- DESCRIPTION -

- BUDGETING -

- DEVELOPMENT OF A FINANCIAL PLAN FOR A FIXED-PERIOD, OFTEN 12 MONTHS -

- FORECASTING -

- FORECAST CREATION FOR EXPECTED BUSINESS PERFORMANCE OVER FUTURE PERIODS -

- ROLLING FORECASTS -

- ROLLING FORECASTS FOR A TIME HORIZON THAT IS UPDATED ON A REGULAR CADENCE -

- FINANCIAL ANALYSIS -

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Types of Financial Analysis:

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  • ACTUAL'S VS. BUDGETS

Reporting on performance against agreed budgets and plans, on a regular basis, often monthly. Variances compared to prior periods are also reported as an indicator of business health. This analysis is used to support monthly and other periodic business reviews.

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  • AD HOC ANALYSIS

Business conditions are constantly changing. FP&A teams are often called up to perform ad-hoc analysis in response to changing market conditions, such as new competitors entering the market, disruptive competitive pricing changes, macroeconomic changes or changes to the global trading environment.

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  • MARGINAL & STRATEGIC ANALYSIS

FP&A teams are intimately involved in planning for strategic initiatives, competitive analysis and cost savings, for example, evaluating the financial impact of major new product introductions, entering or exiting markets, acquisitions or divestitures.

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  • PROACTIVE ANALYSIS

Strong FP&A teams provide business partners with provocative proactive analysis, observations, and recommendations. By proactively discovering problems and collaboratively exploring solutions, they help to optimize financial outcomes.

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                                                                                                               FAQ

        

  •   What kind of results are you able to get for your clients?

Our team dedicate our time to get the best outputs available to our clients through diligent work and analysis based on internal and external assessments. We achieved savings, improve revenue cycle, improve cash flow, enhance ability to better manage their product/projects, help them to understand their weaknesses and strengths internally and externally. Provide help and models for budgeting and forecast processes.​

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  • How would you make our company more profitable?

Our team make sure to understand the business and issues of our clients. Your gross profit margin is a key indicator of your business's overall health. The gross profit margin shows whether the average mark up on your products or services is enough to cover your direct expenses and make a profit.

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  • Profit goal setting is what we do, you will need to consider the following:

  1. Costs (both fixed and variable)

  2. Owner's annual income

  3. Operating expenses (fixed and variable)

  4. Return on borrowed capital

  5. Return for risk

  6. Return for future growth.

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  • How do you assess or size a market?

 In consulting world, market sizing is a vital skill. It's how consultants calculate potential growth and market share expansion. KCReliance commit ourselves to research and data driven approach to identify market opportunities and customize them for our clients.


 Example: "Within a certain market, KCReliance team examine every scenario to enhance outputs of given assignments inclusive of population size, potential allocations of existing customers in industry, competitiveness of service and ability to distract the client population and the percentage of people that use the product or service. We accomplish our evaluation by using surveys, analyzing data and identifying key issues customers are having with the industry.

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  • We want to achieve savings in the next 12 months. How can you help us reach this goal?

Many organizations can’t fully control the revenue cycles but they should be fully in control of their cost.​

 What we offer to our clients are:

  1. Assess and provide a framework to outline the parameters of the analysis

  2. Identify costs and benefits so they can be categorized by type, and priorities.

  3. Provide KPI’s analysis inclusive of ratios

  4. Calculate and provide marginal analysis

  5. Analyze results and make an informed, final recommendation

  6. Direct costs are often associated with production of a cost object (product, service, customer, project, or activity)

  7. Indirect costs are usually fixed in nature, and may come from overhead of a department or cost center

  8. Tangible costs are easy to measure and quantify, and are usually related to an identifiable source or asset, like payroll, rent, and purchasing tools

  9. Intangible costs are difficult to identify and measure, like shifts in customer satisfaction, and productivity levels

  10. Real costs are expenses associated with producing an offering, such as labor costs and raw materials

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With years of experience, our staff has the capabilities and expertise to take your business to the next level. At KC Reliance, we combine our insights and skills to transform your processes and strategies, and in turn, your company. We’re proud to help shape and improve how our clients structure and manage their business.

Financial Analysis: Services
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