Strategic FP&A

Design and build leading FP&A capabilities to enable
data driven insights.

Featured Clients
Private Equity
PE-Backed
Private Equity
PE-Backed

Today’s CFOs need to optimize performance monitoring to empower and accelerate value creation.

In today’s constantly shifting business landscape, value creation is an ongoing process that encompasses strategic alignment with priorities and objectives, organizational assessment, and consistent analysis and performance management.

E78 Partners’ Strategic FP&A Practice enables CFOs to establish and maintain top-tier FP&A capabilities, equipping management teams and stakeholders with timely, insightful information to enhance business and investment decision-making.

Drawing on our vast operational FP&A experience, data analytics expertise, and technology competencies, we design and implement customized solutions that provide real-time insights that illuminate the potential of what can be achieved.

What gets measured, gets done.

Business requires strategy
Strategy requires initiatives
Initiatives require management systems
Leadership effectiveness needs to be managed
E78 Partners Strategy & Business Model Framework
Create Value
Connect Value
Capture Value

The elements of a High-Performing FP&A Function

The FP&A function, as the core of middle-market companies' business performance management system, enables CFOs to establish a robust enterprise-wide process and achieve sustainable growth, profitability, and cash flow.

Our services support businesses in creating, managing, and enhancing their long-range planning, budgeting, and forecasting processes, while promoting engagement and accountability across the organization.

Shift from static, periodic planning cycles to dynamic, driver-based continuous planning.

E78 Partners’ tech-enabled approach considers key factors for realistic business projections, allowing you to focus on input assumptions and their impact on results.

We work collaboratively with CFOs, functional leaders, and private equity sponsors to design and maintain operational and financial reporting that delivers timely insights to make more informed business and investment decisions.

We combine accurate financial analysis, crucial BI applications, and collaboration with finance and analytics teams to develop insightful models, tools, and data management solutions, yielding meaningful insights for meaningful insights for key decision makers across the organization.

We offer treasury services to help organizations manage their cash flow, liquidity, and financial risks effectively.

E78 has been a catalyst for our growth and our ability to manage performance through KPIs and business analytics. They have been true partners and instrumental to our success.

Jordon DiNola

COO

Why E78 Partners:

We pioneered solutions that bring Fortune 500-level FP&A to middle market PE-backed companies.

Drawing on our vast operational FP&A experience, data analytics expertise, and technology competencies, we design and implement customized solutions that provide real-time insights that illuminate the potential of what can be achieved.

Empowering PE-backed CFOs to become strategic financial partners for their CEO’s and sponsors.

E78 Partners’ Strategic FP&A Practice empowers CFOs to implement and sustain premier FP&A capabilities, providing management teams and stakeholders with prompt, in-depth information to improve business and investment decision-making processes.

We seamlessly enhance your capabilities and/or expand your capacity.
1. Discovery

We undertake an in-depth discovery process that encompasses an evaluation of your investment thesis, strategic objectives, and organizational structure.

2. Design & Execute

We dig further. Our senior-led teams explore the various layers of the business and subsequently craft a roadmap that connects the FP&A capabilities from their current state to the envisioned end state. After achieving alignment, we join forces and execute the plan.

3. Deliver Results

We deliver tangible results through our comprehensive FP&A platform, which bolsters financial capabilities and aligns with your organization’s strategic objectives. To ensure long-term success, we monitor performance, make refinements, and provide ongoing support, keeping your business current with industry developments and trends.

Featured experts on our team.

Garrett Rizk
Managing Director, FP&A
PJ Wright
Managing Director, FP&A
Crawford Powell
Managing Director, FP&A

How can our team help?

We purposely designed our services as a key element to your success.

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