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FP&A
Budgets, forecasts, and performance insights that give leadership the confidence to act.
Serana delivers planning, modelling and analysis under a defined reporting calendar. The service gives boards and investors a consistent view of performance, outlook and decision points through agreed models, dashboards and commentary.
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
- Workforce and operating cost analysis
Stakeholder Communication
- Board and investor presentation preparation
- Ad hoc commercial analysis and decision support
Deliverables
Annual budget model and supporting schedules
Rolling 12-month forecast
Scenario / sensitivity analysis workbooks
Monthly KPI dashboard
Actuals vs. forecast bridge
Revenue and margin analysis report
Workforce and cost tracker
"We built a driver-based budget model for a multi-product business preparing for a Series B raise. The model covered three funding scenarios with full P&L, cash flow and workforce-cost impact. The CFO presented it to the board within two weeks."
Ready to simplify your finance function?
Let's talk about how we can tailor this service to your needs.
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