Financial Planning and Analysis (FP&A)

Financial Planning and 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.

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

  1. Dynamic Budgeting & Forecasting

  2. Scenario Planning & Sensitivity Analysis

  3. Cash Flow & Working Capital Projections

  4. Variance Analysis & Cost Control

  5. Custom Dashboards & Strategic Reporting

  6. Investment-Ready Financial Modelling

  7. Offshore Efficiency with US-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:

  1. Construction & Property Development (project-based cash flow, drawdowns, profit recognition)

  2. Healthcare & Care Homes (payer mix, staffing forecasts, regulatory reporting)

  3. Retail & E-Commerce (channel profitability, inventory forecasts, seasonal modelling)

  4. Lettings & Real Estate (rental income projections, maintenance cost planning)

  5. Manufacturing & Industrial (unit economics, cost-of-goods forecasting, capacity planning)

  6. Education & Training Providers (enrolment-based forecasting, grant allocations)

  7. Legal & Professional Services (billable utilization, partner performance dashboards)

  8. Freelance & Creative Industries (cash flow smoothing, retainer & project tracking)

We speak your industry’s financial language ensuring relevance, accuracy, and insight.

Why US 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
US-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.

How It Works with Unison Direct

Outsourcing FP&A doesn’t have to be complicated. Here’s what to expect:

Step 1:
Discovery Call

We review your current setup, challenges, and short- and long-term goals.

Step 2:
Custom Planning Framework

We build a framework based on your income, operations, and risk appetite.

Step 3:
Data Collection & Tool Setup

We connect with your accounting or finance software and gather the necessary inputs.

Step 4:
Regular Reporting & Reviews

You receive clear reports and updated forecasts at your preferred cadence.

Step 5:
Continuous Support & Insights

Ask questions, test scenarios, and update strategies - we’re always on hand to help.

Frequently Asked Questions

FP&A stands for Financial Planning and Analysis. It helps you track your finances, plan budgets, forecast future outcomes, and make data-backed decisions. Whether personal or business-related, it brings structure and strategy to your financial life.

While financial advisors often focus on investments and wealth planning, our FP&A outsourcing services focus on operational finance — budgeting, forecasting, scenario analysis, and cash flow visibility. It’s a practical, numbers-driven service for managing day-to-day and future decisions.

Yes. Accountants handle tax filing and compliance. FP&A complements their work by helping you plan ahead, monitor performance, and make better financial decisions year-round.

We support tools like QuickBooks, Excel, Google Sheets, Xero, and other cloud-based financial platforms. We also create custom reporting templates if needed.

We typically onboard new clients within 3–5 business days. After a quick discovery call, we’ll set up your framework and start building your first reports.

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.