FP&A
Budgets, forecasts, and performance insights that give leadership the confidence to act.
Boards and investors don't just want to know what happened — they want to know what's coming and what to do about it. Serana builds the planning, modelling, and analysis frameworks that turn your finance function from a reporting engine into a strategic partner. Whether you're preparing for a funding round, managing a complex P&L, or aligning the business around KPIs, we bring the rigour and pace your team needs.
What we do
Planning & Modelling
- Annual budget build and driver-based financial modelling
- Rolling quarterly and monthly forecast updates
- Scenario, sensitivity and what-if analysis
Performance Analysis
- KPI definition, tracking and performance review
- Business unit and cost centre profitability analysis
- Revenue and gross margin analysis by product / channel
- Headcount and operating cost deep-dives
Stakeholder Communication
- Board and investor presentation preparation
- Ad hoc commercial analysis and decision support
What You Receive
"We built a driver-based budget model for a multi-product business preparing for a Series B raise. The model covered three fundraising scenarios with full P&L, cash flow, and headcount impact. The CFO presented to the board within two weeks — and the business closed its round at a 30% higher valuation than the initial target."
Ready to simplify your finance function?
Let's talk about how we can tailor this service to your needs.
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