Integrated financial planning

Services
CFO Services

The mother of all planning

Financial planning is considered the mother of planning. With its focus on accounts and/or cost centers, it often appears somewhat antiquated, but its influence should not be underestimated. After all, the core objective of financial planning is far from being the planning itself. Rather, it should show how dynamic changes affect the company's financial situation. To this end, individual sub-plans and their cause-and-effect relationships must also be included. Only comprehensive, integrated financial planning can provide reliable and trustworthy planning figures for corporate management.

Compass for corporate management 

Financial planning includes everything from strategic business planning to detailed cost center planning and brings together the results of operational and client-oriented planning. It is therefore a central core element in the management of the company. Particularly important is the possibility of accessing detailed data in order to be able to understand the assumptions made for the planning data.

Our services for you

Design target processes

In joint workshops, we define your individual target planning process. In the process, we determine the target process that makes the most sense for your company situation either on the basis of our best-practice templates through GAP-Fit or using the Green Field Approach.

Design target processes

Define dimension and data model

We work with you to develop the ideal data model for your planning processes - from the dimensional structure and hierarchical relationships to the organization and processing of metadata.

Define dimension and data model

Integrate operational detailed planning

To ensure that operational plans (at a detailed level) are consistent with financial planning, we integrate all sub-plans into the overall plan and ensure their reconciliation to the income statement.

Integrate operational detailed planning

Integrate planning

For a seamless flow of information and efficient processes, we support you in integrating your planning solution into the system landscape and in connecting all operational systems.

Integrate planning

Optimize and automate forecasts

Use the potential of state-of-the-art technologies and methods for automation: Through statistical models, mathematical derivations as well as machine learning, we raise your forecast process to a new level.

Optimize and automate forecasts

Harmonize subareas

To ensure that all processes for planning and forecasting future developments are aligned, we support you in harmonizing rolling forecasts, projections and budgeting.

Harmonize subareas

Our services for you

Contact

Andreas Brühl
Senior Account Manager
celver AG

Discuss more details with our Integrated Financial Planning expert!

client testimonial

Our recommendations for you

celver webinar on agile financial planning at Webasto
Webinar on demand

Agile financial planning at Webasto

Focus on data-driven corporate management

Digital Finance & Controlling 2022
Length:
28
Minutes
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Our recommendations for you

Our recommendations for you

celver case study Hapag-Lloyd
Case Study

Hapag-Lloyd

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Driver-based planning in logistics

To the case study

Our recommendations for you

Webinars on demand

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