We support the Financial Planning & Analysis (“FP&A”) process transformation with experienced implementation consultants using the platform of your choice. We understand insurance companies’ budgeting and forecasting cycles as well as the operational challenges on FP&A reporting to management, such as budgeting/forecasting based on various approaches/drivers, scenario analysis, result tracking as well as various internal reporting required.

Our experienced team members will help you streamline the overall FP&A processes as well as transform the process with the latest automation tools, such as Anaplan. The support we offer includes:

• Revamp manual FP&A processes and enhance by automation solutions
• Implementation of FP&A system (such as Anaplan), including the overall solution design, customized configuration of the new FP&A system, testing and result review, integration test with existing systems etc
• Review and redesign the FP&A process and operating model to enhance efficiency

Let us know your needs and we can further discuss the tailored solution for your business.