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Strategic Finance and FP&A Services

Make informed decisions about growth, investments, and overall financial health with the help of our strategic finance and FP&A services

Make better decisions and discover initiatives for achieving long-term business growth and reducing costs

Athena Consulting Partners partners with private equity firms to accelerate growth and scale businesses post-acquisition, positioning them for greater profitability in preparation for a future sale. Through our Strategic Finance and FP&A services, we’ve helped companies enhance cash flow predictability, cut annual expenses, increase market share, and deliver a range of other impactful results.

What our clients say

"Athena rebuilt and simplified our financial forecasting model in under three weeks. We're excited to use this upgraded tool for our management and Board reporting." 

Explore how Athena can enhance your transactional and operational strategy.

Overview of our services

Budgeting
& Forecasting
Three-Statement Financial Modeling
Profitability Analysis
Variance Analysis
Working Capital Management
Scenario Planning
Cost Structure Optimization
Value Creation Opportunity Assessment
Analytics & Reporting
Portfolio Company Management
Performance Metrics Development
Capital Allocation Optimization

Drive Growth with Strategic FP&A Insights

With our help, businesses can unlock their full potential with data-driven insights, strategic forecasting, and performance analysis to help make informed decisions, optimize resources, and drive sustainable growth. Whether you're looking to improve budgeting, enhance financial visibility, or streamline operations, our tailored FP&A solutions empower you to stay ahead in a dynamic business landscape.

Budgeting and Forecasting Services

We design and implement dynamic budgeting processes and rolling forecasts that empower businesses to adapt quickly to changing market conditions. By continuously analyzing financial data and adjusting projections in real time, we help organizations maintain flexibility, optimize resource allocation, and make informed strategic decisions.

Three-Statement Financial Modeling Services

Our three-statement financial modeling services seamlessly integrate income statements, balance sheets, and cash flow statements, providing clear, data-driven insights for better decision-making. With a comprehensive view of your financial performance, you can forecast with confidence, optimize cash flow, and drive strategic growth.

Variance Analysis Services

Our variance analysis service offers detailed reporting and in-depth analysis to uncover the key drivers behind performance deviations. By identifying the root causes of these variances, we help businesses take targeted actions to improve efficiency, control costs, and optimize overall performance.

Profitability Analysis Services

Our profitability analysis focuses on evaluating product, service, and customer-level profitability to provide a clear picture of where your business is thriving and where improvements are needed. By identifying high-margin opportunities and areas of inefficiency, we help you make informed decisions that enhance overall profitability and drive sustainable margin growth.

Working Capital Management Services

Our working capital management services optimize cash flow by effectively managing receivables, payables, and inventory. By streamlining these key areas, we help businesses maintain liquidity, reduce financial risk, and ensure smoother operations.

Learn how our FP&A services enabled a tech startup to secure a strategic acquisition deal valued at $30 million.

Unlock Value with Expert Strategic Finance Solutions

Our strategic finance solutions help businesses prepare for successful mergers and acquisitions by optimizing financial performance and strengthening key operations. We provide the insights and strategies needed to enhance valuation, streamline processes, and position your company for a smooth and profitable transition.

Previous Projects - 

Conducted a $100M valuation for a SaaS company, positioning them for a successful funding round.

Developed a revenue growth strategy for a healthcare firm, resulting in a 15% increase in market share within just one year

Created a scenario planning tool for a green energy fund, empowering proactive investment decisions across various market conditions

Scenario Planning Services

Our scenario planning services equip you to navigate uncertainty with well-crafted, resilient contingency strategies.

Cost Structure Optimization Services

Cost structure optimization enhances efficiency through activity-based costing and strategic expense management.

Value Creation Opportunity Assessment

Our Value Creation Opportunity Assessment identifies and prioritizes high-impact cost-saving and efficiency improvement opportunities.

Valuation Services

Valuation services provide expert financial modeling and asset valuation for transactions, fundraising, and strategic internal planning.

Join the growing number of clients who achieve profitable results through our strategic financial services.

Optimizing Portfolio Company Performance for Private Equity Success

Athena's portfolio company management services are designed to drive value and enhance performance for private equity firms. We provide hands-on support in optimizing operations, improving financial outcomes, and accelerating growth across your portfolio companies. With our expertise, you can unlock hidden potential, maximize ROI, and position your investments for long-term success.

Maximized returns on investments
Standardized Reporting & KPI Monitoring
Identify opportunities for expansion & efficiency
Improve operational transparency & investor reporting

Our team has helped PE-owned SaaS companies improve operational transparency and investor reporting. Looking to do the same?

Transform Data into Insights with Advanced Business Analytics and Reporting Services

Business analytics and reporting services provide valuable insights that help businesses make data-driven decisions and identify growth opportunities. By streamlining reporting processes and offering real-time analysis, these services enable companies to improve operational efficiency, optimize resources, and stay ahead of market trends.

Previous Client Work - 

Freed up 25% of a global retailer's FP&A team's time for higher-value tasks by automating financial reports and enhancing accuracy

Reduced time spent creating reports for a logistics company by 30% by creating a KPI dashboard and streamlining their systems. 

Empowered executives with enhanced decision-making capabilities by developing tailored business intelligence dashboards for a professional services firm.

Reporting Automation Services

Optimizing reporting processes with advanced tools and systems for greater efficiency and accuracy.

Dashboard Creation Services

We design custom dashboards that deliver real-time insights into both financial and operational performance, driving informed decision-making.

Ad Hoc Analysis

Customized analyses designed to tackle your unique business questions and challenges with precision and clarity.

Performance Metrics Development

Establishing and monitoring KPIs that are closely aligned with your strategic objectives to drive measurable success.

Reporting Dashboard Examples

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Looking to gain valuable insights from your data and develop more effective reporting systems?

Take a look at some of our favorite client success stories

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A healthcare firm struggled to stop a stagnant revenue stream and achieve a larger market share. Our team helped them design a new revenue growth strategy that increased their market share 15% in just one year.

A retail chain wanted to improve its financial strategy and organization in hopes of achieving higher profit margins. Our team conducted a variance analysis and identified cost-saving opportunities that reduced expenses by $2M annually.

A mid-sized manufacturing firm had no way of predicting cash flow and managing its funds effectively. Our team developed a rolling forecast model that improved their cash flow predictability by 20%

A global textile manufacturer was struggling with a complicated financial organization system that backlogged approvals. Our team designed an FP&A framework that streamlined their budget approval timeline by 25%

Let's discuss how our strategic finance and FP&A services can drive the results your business needs.

Thanks for contacting us! Our team will be in touch with you shortly.

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