What is FP&A and Why It Matters

Financial Planning & Analysis is the cornerstone of effective business strategy. It helps you answer critical questions like:

• Where is the business heading financially?

• Are we allocating resources efficiently?

• What risks or opportunities lie ahead?

With our FP&A services, you get more than reports — you get actionable insights and forecasting that prepare you for tomorrow.

Our FP&A Services Include:

1. Strategic Financial Planning

We help you define financial goals, set realistic targets, and develop long-term financial plans aligned with your business vision.

2. Budgeting & Forecasting

Our team builds dynamic budgets and rolling forecasts that adapt to your business realities, ensuring agile decision-making in a fast-paced market.

3. Cash Flow Planning & Management

Gain clarity on your short- and long-term cash needs. We help you optimize cash reserves, manage working capital, and avoid liquidity crunches.

4. Scenario Planning & Sensitivity Analysis

We model multiple financial scenarios to help you understand the impact of potential business decisions, market changes, or economic shifts.

5. Financial Statement Analysis

We break down your income statements, balance sheets, and cash flow statements to provide a clear picture of your financial health and trends.

6. Performance Metrics & KPIs

We define and track key financial and operational indicators to monitor performance and support data-driven decision-making.

7. Board Reporting & Management Dashboards

Get professional, presentation-ready financial reports and dashboards tailored for investor or board-level discussions.

Who Can Benefit?

Our FP&A services are ideal for:

• Growing Startups seeking financial clarity

• SMEs building structured financial systems

• Corporates managing multi-department budgets

• Investor-backed companies needing robust reporting

• Family-run businesses planning succession or expansion.

Why Choose S. R. Mahajan & Co.?

• Deep expertise in financial modeling and analytics
• Tailored strategies for businesses of all sizes
• Support with both planning and execution
• Technology-enabled dashboards and tools
• 100% confidentiality and compliance