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Case Study
Building integrated FP&A models for scalable financial planning
Client type
Alternatives Managers & Private Markets, Asset Management
Client Challenges
A fintech company relied on Google Sheets for FP&A. Limited structure and automation reduced accuracy and visibility as complexity increased. A scalable planning approach was required to improve insight and control.
alpha approach
Alpha implemented a comprehensive FP&A model on Pigment covering core financial planning processes and creating a more connected planning environment. We automated data integration to improve consistency, accuracy and timeliness across planning activities, while standardizing financial structures to support detailed analysis and reporting. Scenario planning capabilities were embedded to enhance forecasting flexibility and enable more informed decision-making. Close collaboration with stakeholders ensured alignment with business priorities and delivered a user-friendly solution tailored to operational needs. This delivered reliable and scalable planning capabilities, improving insight, accelerating decision-making and strengthening financial control.
How we delivered lasting value
Turning insight into impact
Multi-scenario forecasting improves planning agility
Introduced scenario modeling capabilities. Teams assess outcomes and adjust plans with greater confidence.
Automated integrations improve data accuracy and timeliness
Daily integrations reduced manual input. Data became consistent, reliable, and up to date.
Granular workforce insights strengthen financial decisions
Historical workforce data improved visibility. Teams gained deeper insight into hiring and cost planning.
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