Financial Planning and Analysis AR

Financial Planning & Analysis

Data-Led Strategy. Real-Time Insight. Smarter Financial Decisions.

In a world of constant change, businesses need more than historical data, they need forward-looking intelligence. At Unison Direct, our FP&A services deliver exactly that: agile forecasting, clear financial visibility, and strategic decision-making support that empowers growth.
Whether you’re a startup building investor trust, an SME seeking tighter control, or a scaling business preparing for expansion, our outsourced FP&A solutions help you see around corners, react with confidence, and plan for long-term success.

Why Financial Planning & Analysis (FP&A) Matters

FP&A is the bridge between finance and strategy. It’s about turning numbers into narratives and narratives into results.

At Unison Direct, we provide dedicated FP&A experts who help you:

Forecast and plan across multiple scenarios
Track performance with variance and KPI analysis
Optimize cash flow and capital allocation
Support strategic decisions with board-ready insights
Turn data into action with industry-specific financial modelling
By outsourcing FP&A, you gain high-quality, real-time insight without the cost of building an internal team, all tailored to your sector and growth goals.

Why Choose Unison Direct for FP&A Outsourcing?

We don’t just build reports. We deliver clarity, confidence, and strategic alignment.

UAE businesses trust Unison Direct for FP&A because we offer:

 

Dynamic Budgeting & Forecasting
Scenario Planning & Sensitivity Analysis
Cash Flow & Working Capital Projections
Variance Analysis & Cost Control
Custom Dashboards & Strategic Reporting
Investment-Ready Financial Modelling
Offshore Efficiency with UAE-Quality Standards
Whether you need monthly dashboards or support with fundraising, we tailor every FP&A solution to your leadership, stakeholders, and business models.

Our FP&A Services Include:

Financial Planning & Strategic Budgeting
Forecasting (Rolling, Annual, Scenario-Based)
Sensitivity Analysis & “What-If” Modelling
Cash Flow Forecasting & Liquidity Planning
Profitability & Margin Analysis (by product, region, or channel)
Variance Analysis & Performance Monitoring
Funding & Investment Modelling
Custom Dashboards (Power BI, Excel, Google Data Studio)
Board Pack & Investor Reporting
Management Reporting Frameworks
From tactical cost control to long-term strategic planning, we help finance teams transform data into decisions.

Industry-Specific FP&A Solutions

We understand the financial dynamics of different sectors, and we build models and insights that reflect them.

Our FP&A experts’ support:

Construction & Property Development (project-based cash flow, drawdowns, profit recognition)
Healthcare & Care Homes (payer mix, staffing forecasts, regulatory reporting)
Retail & E-Commerce (channel profitability, inventory forecasts, seasonal modelling)
Lettings & Real Estate (rental income projections, maintenance cost planning)
Manufacturing & Industrial (unit economics, cost-of-goods forecasting, capacity planning)
Education & Training Providers (enrolment-based forecasting, grant allocations)
Legal & Professional Services (billable utilization, partner performance dashboards)
Freelance & Creative Industries (cash flow smoothing, retainer & project tracking)
We speak your industry’s financial language ensuring relevance, accuracy, and insight.

Why UAE Businesses Choose Unison Direct

At Unison Direct, our FP&A team becomes your trusted partner in performance.

Here’s what sets us apart:

 

Sector-Experienced Analysts & Modelers
Real-Time Reporting, Tailored to Your Stakeholders
UAE-Aligned Processes with Offshore Cost Advantages
Flexible Engagements (Retainer, Project-Based or Interim)
Transparent Communication & Proactive Support
Technology-Enabled Delivery (Excel, Power BI, ERP Integration)
From supporting board meetings to scenario planning for market shifts, we bring clarity, control, and confidence to your financial strategy.

Our Financial Planning and Analysis Services Include

We offer comprehensive support across planning, performance monitoring, and
forecasting functions for both corporate and personal finance needs.
Budgeting and Planning Services Create structured, realistic budgets aligned with business goals and personal financial objectives – built for execution and tracking.
Outsourced Budgeting and Forecasting Plan for the future with cash flow forecasting, revenue projection, and expense modeling – tailored for UAE market variables and global benchmarks.
FP&A Services for Small Businesses Support for SMEs with limited in-house finance teams – covering month-end analysis, variance tracking, dashboard creation, and cost control planning.
FP&A for Startups and Entrepreneurs Runway forecasting, burn rate analysis, investor-ready reporting, and financial models designed to support growth and funding rounds.
Financial Planning for Individuals Cash flow planning, expense optimization, and investment allocation support for professionals and high-net-worth individuals.
Outsourced Financial Planning for Personal Finance On-demand strategic financial advisory services to help manage income, savings, liabilities, and future goals with precision.
Financial Planning for Real Estate Investors Tailored cash flow analysis, cap rate modeling, and project-level ROI planning to support property acquisition, financing, and exit strategies.

Who We Serve:

Small and medium-sized UAE businesses
Funded startups and founders
Real estate investors and developers
Freelancers, professionals, and HNWIs
CFOs seeking external FP&A resources

Why Choose Unison Direct for FP&A in the UAE?

  1. UAE-Specific Financial Intelligence

    We align all planning and analysis frameworks with local tax, VAT, banking, and regulatory norms – ensuring compliance and relevance.
  2. On-Demand FP&A Support

    No need to build a full internal FP&A team. Our outsourced FP&A support model allows you to scale flexibly and affordably.
  3. Actionable Insights, Not Just Spreadsheets

    We turn numbers into strategy. Our reports are built to inform decisions, detect risks, and unlock financial opportunities.
  4. Confidential & Secure Delivery

    We operate under strict NDAs and leverage ISO-compliant, secure cloud platforms to protect your financial data.

Our FP&A Toolbox Includes:

Three-statement forecasting models

Budget vs. actual variance dashboards

Rolling forecasts and scenario models

Monthly business performance packs

Personal financial projection worksheets

Frequently Asked Questions

Yes. We support both founder-led and CFO-led businesses, offering complete FP&A services for small businesses and startups.

We work with Excel, Google Sheets, Power BI, and client-preferred accounting software for seamless data integration and modeling.

Absolutely. We offer financial planning for individuals and real estate investors, covering cash flow forecasting, loan structuring, and return modeling.

We offer monthly, quarterly, or project-based reporting schedules depending on your business needs and scope of work.

Yes. Our FP&A for startups and entrepreneurs includes financial modeling, unit economics, and investor-facing forecasts – even before revenue generation begins.

Need Forward-Looking Financial Insight Without the Overhead?

If your team needs more visibility, better reporting, or sharper planning, Unison Direct’s FP&A experts are here to help you build a smarter financial future.
Let’s plan better together.

Make Every Dirham Count with Data-Driven Financial Planning

Unison Direct helps businesses and individuals across the UAE achieve financial clarity and strategic control through world-class FP&A services.

Book Your FP&A Consultation Today

Let’s turn your financial data into strategic action with planning that powers progress.