FP&A Services

Let us help you optimize your business performance.

Meet the Leader

Jared Peterson

Managing Director

Jared Peterson

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FP&A Services - Managing Director
Jared is a seasoned finance professional with over 15 years of experience in finance and accounting. Jared is the Managing Director for FP&A Services Business Unit at E78 Partners. He oversees a team of over 40 consultants who provide forecasting and analytical capabilities to the middle market with a focus on private equity clients.
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Unleash Your Team's Power: Position Forecasting, Planning & Analytics at the Center of Informed Decision-Making and Optimizing Business Outcomes

Our Approach: A Blend of People, Process, and Technology

Our expert teams form the backbone of our offering, providing a robust suite of FP&A solutions. From Financial Modeling & Forecasting, through Business Planning & Budgeting, to Business Intelligence, and our official partnership with Workday Adaptive Planning, we’re geared to empower the office of the CFO. Our vast expertise, dedication to quality, and a finely honed process orientation, combined with our flexible and scalable support model, act as catalysts to drive value creation in your business. 

Pe

People

People

We provide industry leading talent to support your team.

Pr

Process

Process

We provide forecasting, planning, and analytics capabilities to optimize business performance through your internal operating model.

Te

technology

Technology

With the right technology, you can focus on what matters most. We have a curated tech stack that fits the unique needs of your business.

What We Deliver

Our full-spectrum of FP&A capabilities are uniquely designed to catalyze value creation and bolster the Office of the CFO.

Financial Modeling & Forecasting

  • Design and maintain driver-based 3-statement financial models. 
  • Align management reporting structure to the desired operating model.
  • Integrate financial and non-financial data for comprehensive forecasting & driver management. 
  • Thought leadership and collaboration to drive accurate and informed financial decisions.

Business Planning & Budgeting

  • Implement a cascaded strategic planning process (from enterprise vision to near-term actions) for clear alignment, ownership, and cross functional dependencies. 
  • Develop strategic oriented long-range financial plans through collaborative sessions with stakeholders.
  • Facilitate operational planning to drive accountability, tradeoffs and progress. 
  • Integrate financial budgeting with operational choices and assumptions to learn how actions impact financial performance.

Performance Measuring & Reporting

  • Keep score for your area owners to ensure accountability and action-orientation.
  • Provide comprehensive financial management and periodic reporting packages tailored to a wide spectrum on stakeholders.
  • Construct management scorecards to tie business decisions and KPI’s to tangible financial impacts.
  • Higher-frequency flash reporting & accountability streams for timely data and decisive cross-functional actions.

Business Intelligence & Analytics

  • Develop automated dashboards for real-time KPI reporting that enable leaders to know what’s happening in their business.
  • Analyze financial variances and what-if scenarios to assess risks and opportunities.
  • Conduct cost-benefit analyses and business cases to support investment decisions.
  • Assess product profitability, demand outlook, market size and a host of other ad hoc business questions.
  • Understand performance trends, trajectory and “seeing around corners” –  make the right decisions to steer the organization toward delivering on its commitments.

Data Automation & Integration

  • Integrate and automate key data sources in order to speed up workflows and establish a single source of truth.
  • Deploy data warehousing solutions for centralized access and master data management. 
  • Design efficient data architecture to eliminate duplicative tools and processes.
  • Provide advanced analytics capabilities and data advisory services. 
  •  

Workday Adaptive Planning

  • Implement Workday’s Adaptive Planning solution for enhanced financial forecasting, reporting & collaboration. 
  • Integrate with all of your key systems and technology platforms to enable automated data flows.
  • Optimize the platform to ensure seamless performance & management. 
  • Provide ongoing managed services, training, and support to maximize utilization and engagement across stakeholders.

Uncover the potential of FP&A. Connect with our team to learn more.

How We Partner

Talent Services

Need for interim expert finance support, conventional thinking limiting potential, need for flexible, scalable, risk-mitigated solutions.
We provide access to elite talent on-demand, filling your interim vacancies and supporting special project initiatives. We help you think beyond conventional boundaries, offering flexible and scalable solutions to meet your unique needs.

Capability Development Services

Need for better, faster access to data, aligning FP&A function with strategic goals, need for professionalizing FP&A, reducing manual data aggregation & analysis.
Our FP&A capability development services act as a catalyst for rapid, step-change improvements in strategic thinking, operational discipline, and decision-making to drive improved financial performance.

Managed Services 

Need for professionalized FP&A for growth, alignment of FP&A with strategic goals, need for ongoing system management, training of team on implemented systems.
Our exceptional delivery teams integrate as an extension of your existing team. We provide ongoing management of operational forecasting, planning, and analytics as your outsourced FP&A operating partner. We also train your team to utilize the systems implemented efficiently.

Platforms & Tools

Desire to transition from Excel to more automated tools, need for custom views and access rules, seeking a unified hub for important metrics, decentralizing the budgeting and reporting process.
We implement and manage modern tools like Adaptive Planning, Data Engineering & Management, Cloud-Based Warehousing & Computing Tools, Power BI, and Domo, driving automation and enhancing data access and visualization. We help you transition from a manual to an automated environment, decentralizing processes and providing a unified view of metrics.

Empower Your Business Today!

Fill out form to schedule time with us today.

FP&A is unique in that when organized as a front-office operating partner, the team becomes integrated across the entire organization, leading to the development of a deep, interconnected enterprise perspective. 

Forecasting

Operationally-driven forecasts give stakeholders confidence in what’s changing in the business and what results can be expected. 

Planning

Robust business planning helps stakeholders think through and make decisions that enable target results to be delivered. 

Analytics

Regular analytics provide clarity around what’s actually driving business performance, and what the impact of alternative choices might be.

Forecasting, planning, and analytics are critical capabilities to optimize business performance. Whether you need to build or improve your internal FP&A operating model, need interim FP&A resources, or want to fully outsource the capability, we combine exceptional talent with best-in-class FP&A playbooks and technology to fit the unique needs of your business.

With E78, forecasting has been about as good as it can be. It has been a real benefit to the organization. There are fewer surprises, which helps everybody up and down the reporting chain. E78 has been transformative.

Meet Our FP&A Team of Experts

Our team of experts has worked with hundreds of organizations solving their most complex FP&A needs

Jared Peterson
Managing Director
Meet Jared
Managing Director
FP&A Services
See Bio

Jared Peterson

Linkedin
FP&A Services - Managing Director
Jared is a seasoned finance professional with over 15 years of experience in finance and accounting. Jared is the Managing Director for FP&A Services Business Unit at E78 Partners. He oversees a team of over 40 consultants who provide forecasting and analytical capabilities to the middle market with a focus on private equity clients.
Learn More
PJ Wright
Managing Director, FP&A Services
Meet PJ
Managing Director, FP&A Services
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PJ Wright

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- Managing Director, FP&A Services
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Garrett Rizk
Managing Director, FP&A Business Services
Meet Garrett
Managing Director, FP&A Business Services
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Garrett Rizk

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- Managing Director, FP&A Business Services
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Jake Lunney
Managing Director, FP&A Tech Services
Meet Jake
Managing Director, FP&A Tech Services
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Jake Lunney

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- Managing Director, FP&A Tech Services
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Crawford Powell
Managing Director, FP&A Services
Meet Crawford
Managing Director, FP&A Services
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Crawford Powell

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- Managing Director, FP&A Services
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Explore Our Other Services

Finance Solutions

Download the FP&A Practice Area Playbook

Explore the business case for operational FP&A adoption in your organization and see how E78 can help to manage your business performance while delivering immediate value with the power of operational FP&A.