Core FP&A Services

Ideal for SMBs, startups, and lean finance teams seeking comprehensive support:

  • Budgeting & Forecasting: Build annual budgets, rolling forecasts, and scenario models for strategic decision-making.
  • Financial Modeling: Create custom Excel/VBA models for cash flow management, profitability analysis, and long-term planning.
  • Month-End Close Support: Reconcile actuals, prepare variance analysis, and deliver executive-ready reports.
  • KPI & Dashboard Development: Implement performance metrics and dashboards in Excel or Power BI for actionable insights.
Strategic Advisory & Decision Support

For organizations needing guidance on high-impact decisions:

  • Business Case Development: Evaluate initiatives, pricing strategies, and cost-benefit scenarios.
  • Expense Optimization: Identify cost-saving opportunities across multi-million-dollar budgets.
  • M&A & Investment Support: Provide detailed financial analysis and modeling for mergers, acquisitions, and partnerships.
  • Long-Term Planning: Develop financial roadmaps aligned with growth and funding goals.
Process Automation & Tech Integration

For businesses ready to streamline and modernize processes:

  • Excel/VBA Automation: Automate manual processes to reduce errors and save time.
  • Tool Implementation Guidance: Expert advice on FP&A platforms (TM1, Hyperion, SAP) and data visualization tools.
  • Workflow Optimization: Improve reporting cycles and cross-functional collaboration.
Fractional FP&A / FP&A-as-a-Service

Flexible, on-demand FP&A support without full-time overhead:

Outsourced FP&A Support: Ongoing forecasting, budgeting, and reporting services.

Interim Analyst Services: Maintain continuity during team transitions.

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