What We Do
Simply put – GoalStrat helps you realign, strategize, reduce cost and maximize profits.
Whether your organization is in a turnaround phase or a startup, it is imperative to stop and think where you want to be and create a vision – a vision helps you define your goals, while a corporate plan aligns your strategies with the goals, providing qualitative and quantitative insights. Success of meeting the goals also depends upon the existing process and at times it may be critical to define new process or streamline existing ones. This is where the FP&A function comes in, by acting as a steering wheel for your organization, ensuring that you avoid bumps, trenches and stay on the right path. GoalStrat Consultancy can be your external FP&A consultant.
We can help you achieve optimum performance by engaging in the right processes using the right tools
Financial Health Check
Analyze your current performance based on volumes, cost and revenue and align the strategies accordingly.
Budgeting
Design and develop up operating budget for the forthcoming year(sin terms of sales volumes and spending.
Expense Management
Design customized expense management templates and tools for expense monitoring and analysis.
Operating and Strategic Plan
Develop a complete reporting package incorporating your objectives and strategies, sales volumes and financials.
SWOT Analysis
We need to understand what your strengths and weaknesses are and where you stand in the industry so that we can create a strategic plan best befitting your needs and industry benchmarks.
Business Process Redesign
As the name states, study the existing processes to identify any inefficiencies and gaps, then engage in subsequent redesign.
Presentations
Help you expand your reach by building presentations specific to your clients’ needs
Guidance on software
If you use MS Excel for your needs, we would build your models and reports on it. However, if you willing to invest in a BI or CMP, we can guide your accordingly and create our analysis of it.
Methodology
Product Offering
Reports, Dashboards and Presentations
Operating plans – Annual and long-term
Competitive bench marking reports
KPI reporting
Performance reports
Sales and Executive Dashboards
Presentations – board meetings, executive committee meetings and others
Analysis and Modeling
Financial modelling
Profitability analysis
Scenario analysis
Variance analysis – actual to budget to forecast
Cost-benefit analysis Productivity enhancement tools