Financial planning that keeps pace with your business
Annual planning, monthly reforecasting, variance analysis, and fully integrated 3-statement models — all in Anaplan or Pigment. Built for CFOs who need accuracy and agility.
Six core capabilities
PlanFlamingo builds complete FP&A planning systems covering annual budgeting, rolling forecasts, variance analysis, and integrated financial statements.
Department-level budget models with driver-based forecasting and top-down/bottom-up planning workflows.
- Department-level budget templates
- Driver-based forecasting from operating metrics
- Top-down targets with bottom-up input collection
- Budget vs. actual variance tracking
Rolling forecasts that pull actuals from your ERP and automatically adjust projections based on operating assumptions.
- Rolling 13-month forecast models
- Automatic actuals pull from ERP systems
- Driver-based projection adjustments
- Forecast vs. actual variance reporting
Plan vs. actual vs. forecast variance reporting with drill-down by department, GL account, and cost center.
- Plan vs. actual variance analysis
- Forecast vs. actual trending
- Drill-down by department & cost center
- Exception reporting & variance drivers
Fully integrated P&L, balance sheet, and cash flow models driven by operating assumptions and GL data.
- Integrated P&L, balance sheet, cash flow
- Operating assumption drivers
- GL account mapping & reconciliation
- Intercompany and consolidation support
Connect NetSuite, Sage, QuickBooks, or SAP to automatically pull actuals and eliminate manual data pulls.
- NetSuite, Sage, QuickBooks, SAP integration
- Scheduled automatic actuals refresh
- GL account mapping & transformation
- Data quality & reconciliation checks
Formatted output packages that go from model to board deck without manual rework — P&L, balance sheet, cash flow, and key metrics.
- Executive summary dashboards
- Formatted P&L, BS, and CF statements
- Key metrics & KPI dashboards
- Board-ready report templates
We've done this before
Both Anaplan AND Pigment
PlanFlamingo builds FP&A models in both platforms and can advise which is better for your forecasting use case.
Our FP&A implementation methodology
Current-State Audit & Discovery
We map your existing forecasting process, review current spreadsheets, understand your GL structure, and identify data sources. This shapes the entire model design and timeline.
Model Architecture & Design
We design the model structure: GL account mapping, forecast drivers, assumption hierarchy, consolidation logic, and inter-company eliminations. You sign off before we build.
Data Integration Layer
We build connectors to your ERP (NetSuite, SAP, etc.) to pull actuals automatically. This eliminates manual data entry and ensures your forecast always starts from current financial reality.
Testing & Parallel Run
Your finance team runs the new model alongside your existing process for 1-2 months. We validate accuracy, fix issues, and build confidence before switchover.
Training & Go-Live
We train your team, lock the model, and begin formal forecasting cycles. We stay close for the first 2-3 months to optimize and troubleshoot.
Ongoing Optimization
We monitor model performance, optimize assumptions, add new forecast dimensions, and ensure the model scales with your business complexity.
Common FP&A challenges we address
Your forecast lives across 20+ linked spreadsheets with no audit trail, no version control, and no way to track which assumption changed between forecasts. We consolidate into a single source of truth that's governed, auditable, and version-controlled.
Finance spends the first week of every month reconciling actuals and rebuilding the forecast. We automate the data pull from your ERP and refresh forecasts in hours instead of days.
Your forecast is just last year plus a percentage. We build models driven by operational assumptions (headcount, ARR, COGS rates, etc.) so you can answer "what-if" questions and see how business drivers flow through to the P&L.
Only the spreadsheet owner understands the model. Changes need the original builder. We document the model, build intuitive interfaces, and empower your team to update assumptions without constant help.
Every board package requires manual rework: reformatting, variance calculations, trend analysis. We build board-ready dashboards that pull from the model automatically.
You can't easily see what drove the variance between forecast and actuals. We build automated variance analysis that breaks down results by GL account, department, and driver so you can answer "what changed and why" in seconds.
What a typical FP&A engagement looks like
Timeline
8-12 weeks
Depending on model complexity (number of GL accounts, consolidation levels, ERP integration depth) and your availability for meetings. Simple annual budgets move faster; full 3-statement models with rolling forecasts take longer.
Team Involvement
Your Controller and 1-2 financial analysts attend the discovery call and weekly standups. We handle the technical build. Your GL/FPA team tests and validates during parallel run.
Deliverables
- Fully integrated 3-statement model (P&L, balance sheet, cash flow) or rolling forecast
- Automatic ERP data integration (NetSuite, SAP, QuickBooks, etc.)
- Board-ready reporting dashboard
- Variance analysis with driver breakdown
- Scenario modeling for what-if analysis
- Comprehensive model documentation
- Team training and initial support
Post-Implementation Support
After go-live, we offer managed services for ongoing optimization, new use case rollouts, and model evolution as your business changes. Most customers start with 10-20 hours per month and scale from there.
Questions about FP&A forecasting
Ready to rebuild your financial planning?
We'll spend 30 minutes on your situation — current tools, what's broken, and whether we're the right fit. No obligation.