Budgeting & Forecasting Optimization

We don't have to be mind readers to guess you are thinking about the future of your business. And while we can't use a crystal ball to forecast growth, we can help you see what's coming—with dynamic budgeting & forecasting solutions that inform business outlooks and prepare you for market conditions to come.

Our experts help finance teams see around corners by implementing or fine-tuning tech-based solutions that establish, manage, and optimize end-to-end planning, budgeting, and forecasting. The result? Actionable, intelligent plans that address a wide range of market moves and variances and set you up for long-term success.

PAIN POINT

Struggling to prepare for various business scenarios due to lack of strategic planning and coordination across timeframes.

What Accordion brings:

Align objectives with planning.

Align business objectives to the planning process by working closely with and fostering transparent communication between sponsors and management teams.

Implement consistent planning process.

Ensure consistent planning by implementing strategic, integrated, long-range planning processes on a monthly, quarterly, and annual basis.

Design dynamic planning models.

Develop dynamic planning models tailored to prepare for various scenarios that could impact critical business functions.

PAIN POINT

Unable to produce actionable insights on time due to outdated technology, fragmented processes, and lack of standardized FP&A procedures.

What Accordion brings:

Build reliable budgeting framework.

Create a solid budgeting & forecasting framework for repeatable and sustainable success.

Automate data collection for accuracy.

Enable more accessible and reliable data by automating manual data collection and create a single source of truth for enterprise-wide data.

Streamline forecasting with technology.

Implement the right CPM/EPM solutions to effectively streamline processes and enhance accuracy in forecasting.

PAIN POINT

Slow and inefficient processes due to inconsistent accountability and ownership across departments.

What Accordion brings:

Align strategy with budgeting & forecasting.

Align the organization around strategic business objectives and establish top-down guidance for budgeting and forecasting processes.

Create culture of accountability.

Drive accountability across the organization with bottom-up planning templates.

Ensure consistent technology adoption.

Ensure consistent technology solution adoption across the organization.

CLIENT STORY

An FP&A treatment plan for a behavioral services company

You’re a growing multi-center behavioral health services company that treats substance abuse and other co-occurring disorders. You recently hired a new CFO, who discovers the team needs help. You’re struggling with inadequate budgeting and forecasting processes, setting performance benchmarks, and getting insight into key drivers of growth and profitability to enable sound decision-making.

CLIENT STORY

Fueling forecasting for an automobile services company

You’re a leading automobile services company that’s preparing to go public. You have big plans, but you’re struggling to get a clear picture of your company’s future. You need to develop the infrastructure that will allow you to forecast company performance—both months, and years, down the line.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.

Meet a few
of our experts.

Sanjeev Parlikar

Senior Managing Director

Sanjeev is a Senior Managing Director with over two decades of experience in corporate and operational finance, M&A, and strategic advisory. He focuses on the growth and development of our Strategic Finance Practice, managing client relationships, leading projects – and always on driving value creation for our clients. Sanjeev has also led numerous complex M&A and financing transactions for global corporations and private...

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Marc Passalacqua

Managing Director

Marc is a Managing Director with over two decades of finance, strategy, advisory, interim management, and performance improvement experience at both middle market and large corporate companies. He specializes in assisting companies elevate their finance and treasury functions.

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Puneet Sapra

Managing Director

Puneet is a Managing Director with over 20 years of experience serving technology-enabled healthcare services, pharmaceutical and medical device manufacturers, and non-profit organizations in Europe, Asia, and the US. He provides subject matter expertise in financial performance improvement, M&A, healthcare and technology innovation, and began his career in financial services in New York City.

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Rajan Raval

Managing Director

Rajan is a Managing Director with over a decade of experience in the Office of the CFO, Private Equity, and Investment Banking spaces.

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Ready to get stuff done? Let’s talk.

We can tell you about us, but we want to hear about you. Tell us what's holding you back from building the future state of your organization.

Budgeting & Forecasting Optimization

Struggling to prepare for various business scenarios due to lack of strategic planning and coordination across timeframes.

Unable to produce actionable insights on time due to outdated technology, fragmented processes, and lack of standardized FP&A procedures.

Slow and inefficient processes due to inconsistent accountability and ownership across departments.

An FP&A treatment plan for a behavioral services company​

Fueling forecasting for an automobile services company ​

Meet a fewof our experts.

Ready to get stuff done? Let’s talk.

An FP&A treatment plan for a behavioral services company

Fueling forecasting for an automobile services company

Meet a few
of our experts.