FP&A & Modeling · Serving Businesses Nationwide

FP&A & Financial Modeling

F&M Management builds budgets, forecasts, and financial models that hold up to real scrutiny — for businesses across the country.

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Business analytics dashboard on a laptop screen

Signs It's Time

Is It Time for Dedicated FP&A Support?

If planning and forecasting still live in a fragile spreadsheet only one person understands, it’s time for a real model.

✓ Your budget is built once a year and never revisited against actuals.
✓ Your model breaks or needs a rebuild every time an assumption changes.
✓ Investors or lenders have asked for projections and your current model wasn’t built to withstand their questions.
✓ You don’t have a reliable answer to "what’s our cash runway" without days of manual work.
✓ Department or unit-level performance isn’t visible enough to guide real decisions.

Scope

What's Included

Modeling and planning infrastructure built to be used, not just delivered once.

✓ Three-statement financial models (income statement, balance sheet, cash flow)
✓ Annual budgeting and rolling forecast processes
✓ Monthly budget-vs-actual variance analysis with clear explanations
✓ Cash flow forecasting and runway analysis
✓ Investor and lender-ready projections with defendable assumptions
✓ Scenario and sensitivity analysis for major decisions

Flexible By Design

Engagement Options

Every engagement is built around where you are today, not a one-size-fits-all package.

Project-Based

A defined scope and price for one-time work — a financials cleanup, a system implementation, or an underwriting package.

Hourly Rate

Pay only for the time you need — well suited to ad hoc support, advisory questions, or lighter workloads.

Fixed Monthly Rate

A predictable monthly retainer for ongoing support, scaled to your business.

Common Questions

FP&A & Financial Modeling — Frequently Asked Questions

Will you build the model in Excel or Google Sheets?

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Whichever your team already works in — most commonly Excel or Google Sheets. We build models to be owned and updated by you, not a black box only we can maintain.

Can you rebuild a model we already have?

Yes. A common starting point is auditing an existing model, fixing broken logic or fragile assumptions, and rebuilding it into something your team can trust and update going forward.

Do you help present the model to investors or our board?

Yes — we can help build the supporting narrative and materials, and are available to join the meeting to answer detailed financial questions directly.

How often should a financial model be updated?

Most businesses benefit from a monthly refresh against actuals, with a full reforecast quarterly or whenever a major assumption changes (new financing, a new product line, a market shift).

Do you work with businesses outside of Florida?

Yes. We work with clients across the United States. FP&A and modeling work is well suited to remote collaboration.

Get Started

Let's Talk About Your Finance Function

Whether you need a fractional CFO, a controller to own the close, or a bookkeeping cleanup, F&M Management can start with exactly what you need.

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