Strategic finance and FP&A

Complex financial analysis and technical solutions to support your transactional and operational strategic objectives

Significant business decisions are increasingly driven by complex, rigorous financial analysis. Furthermore, these decisions involve situational complexity and are often made in compressed time frames. As such, they carry a heightened need for fluency in strategic finance and financial planning and analysis (FP&A).

Against the backdrop of ever-changing conditions in financial markets and the broader economy, the ability to detect and respond to economic challenges and opportunities is a key component in maximizing enterprise value.

RSM’s strategic finance and FP&A team draws on its extensive experience across investment banking, commercial banking, equity research, restructuring and turnaround advisory, and business valuation to provide your business with proven technology solutions and insights. They possess a deep technical skill set to meet your operational and transaction modeling needs, financial analysis, capital markets readiness efforts and FP&A process design and implementation. These skills are backed by national and international firm resources to help solve any technical accounting and industry-specific questions and challenges.

RSM utilizes an extensive suite of technology tools to augment its advisory and modeling efforts and robust databases supporting financial forecasting and benchmarking. Leveraging these resources provides you with up-to-date sector financial data and market research.

Strategic finance for business growth

As your business model evolves and adapts to address opportunities and challenges throughout the corporate life cycle, RSM’s strategic finance team provides technical assistance and advisory services to support your strategic objectives.

As business conditions shift, RSM helps you anticipate shifts in strategic priorities and positions your financial activities accordingly. This help ranges from capital formation efforts and evaluation of organic and inorganic growth initiatives in expansionary times to cost structure rationalization, return on invested capital (ROIC) optimization and increased operational visibility during times of economic contraction.

In addition, RSM helps management teams and key stakeholders improve processes, gain enhanced real-time visibility into overall business performance, and derive actionable insights related to strategic focus areas.

Strategic finance and FP&A services to deliver quantified insights through custom analysis promoting the strategic and operational value

Capital markets readiness

• Highly customized assistance to guide you during the transition from the private market to the public market, including strategic planning, advisory, and risk identification and assessment services
• FP&A process, design and implementation, assessment of current-state versus the future-state representation of financial statements, budgeting, long-term planning and equity narrative development assistance to optimize financial and operational outcomes
• Strategic modeling and valuation at a detailed level to support near-term guidance, long-term forecasting and determination of optimal capital structure, potential financing options and pricing to support commercial negotiations

FP&A and business planning modeling

• Financial modeling and analysis for strategic planning and targeted management support
• Financial reporting package design, implementation and ongoing execution of monthly, quarterly and annual financial reporting, budgeting and forecasting
• Zero-based budgeting, performance improvement identification and prioritization

Transaction modeling and advisory

• Skills and experience across the mergers and acquisitions (M&A) life cycle for both corporate and private equity clients
• Development of financial models for M&A, refinancing licensing and collaboration agreements, joint ventures, private and public capital raises, and other inorganic growth initiatives
• Improvement of management and stakeholder reporting to provide clear visibility and insight related to overall business performance to potential buyers
• Assess deal economics and pricing to inform transaction-related decision making
• Review of existing models and recommendations for remediation or enhancement

Advanced data analytics

• Integration of legacy systems into a data warehouse to create a single source of truth to improve data quality, mapping across various views (e.g., management view, GAAP versus Non-GAAP, lender view, quality of earnings view, etc.) and layering business intelligence tools on top of the data warehouse to deliver real-time visibility and confidence in business financial data
• Utilization of business intelligence and data visualization tools, such as Alteryx, Power BI and Tableau, to provide meaningful insights for strategic initiatives, planning and transformative events
• Distillation of complex financial data into concise outputs and visuals for effective management narration of financial performance and value creation story to stakeholders, investors and/or Wall Street

Talent outsourcing

• Targeted interim personnel support to bolster core financial roles and responsibilities
• FP&A and corporate finance staff augmentation