Summit FP&A Solutions

Our FP&A service turns your financial data into a clear operating plan and an ongoing decision system. We build driver-based budgets, rolling forecasts, and scenario models; design the right KPIs; and deliver executive-ready reporting that shows what’s happening, why, and what to do next. You’ll gain visibility into revenue, margins, cash flow, and unit economics—plus a monthly cadence that ties results to actions and accountability.

Level 1 — Financial Planning & Analysis (FP&A) Essentials

Best for: Teams needing disciplined budgeting, forecasting, and reporting.

What you get: Driver-based budget, rolling forecast, KPI design, monthly variance reviews, executive-ready reporting, 13-week cash view (optional).

Cadence: Monthly/quarterly.

Outcome: Reliable numbers, clear visibility, and faster day-to-day decisions.

Level 2 — FP&A + Strategic Services

Best for: Leaders who want FP&A plus help shaping strategy and execution.

What you get: Everything in Level 1 plus operating plan support, pricing/packaging analysis, resource allocation modeling, scenario/sensitivity testing, OKR/metrics alignment, board narratives.

Cadence: Monthly with strategic workblocks each quarter.

Outcome: A tight loop from plan → execution → measurable results.

Level 3 — Fractional CFO Services

Best for: Organizations needing executive financial leadership without a full-time hire.

What you get: Everything in Level 2 plus cash and capital planning, forecasting governance, policy/SOP oversight, finance team mentoring, and system enablement as needed.

Cadence: Weekly executive rhythm with monthly board-level updates.

Outcome: Strategy, operations, and capital decisions aligned—accountability at the leadership level.