Financial Planning and Reporting Analysis

Financial Planning,
Reporting and Analysis
Compliance
Management
Financial Systems
& Process Implementation
Treasury
Management
Financial
Advisory

Our FP&A service provides insights and aides strategic decision-making for not just accelerating revenue & profitability growth, but also for predictability. At its core, FP&A focuses on transforming our Client’s business data into a reliable, relevant and actionable intelligence.Our analysis peers into the depths of financial statements, establishing operational dependencies and consequently deriving a more accurate forecast.

 

The iterative forecast process involves root-cause analysis across every stage, is the basis for all business drivers based planning, budgeting, forecasting and continuous improvement.

By leveraging our cloud based technology platform Navigo, we deliver the reports and analysis online, thereby allowing us to engage our clients more on strategic intent and less on transactional reporting.

Financial Planning
 
Define drivers and KPIs
Annual Business Plan
Rolling Forecasts
Cashflow Planning
Financial Reporting
 
Balance Sheet (consolidated and by entities)
Profit and Loss Statement (consolidated, by entities, by segments – products, projects, verticals etc)
Cashflow Statement (consolidated and by entities)
Working Capital Analysis
Analysis
 
Revenue Analysis
Expense Analysis
Profitability Analysis
Efficiency Analysis
Variance Analysis
Margin Analysis
Pricing Analysis
Scenario Analysis
Sensitivity Analysis
Trend Analysis
Predictive Analysis

Our proprietary product Navigo is central to our technology-led approach to automated compliance management. Our Clients stay abreast of updates to all regulatory and statutory compliance requirements relevant to their business, view status and self-service where necessary. Navigo also acts as a comprehensive compliance repository of all statutory and legal documents of the organization.

Clients benefit from an integrated compliance dashboard with ability to drill-down to specific information. Investors can view an aggregated dashboard for all their investee companies. The automated reporting enables clients to understand the priority and severity of statutory and regulatory non-compliances besides retaining focus on larger strategic initiatives.(Risk of delayed compliance and non compliance)

Navigo’s built-in library of applicable compliance is mapped to documents uploaded with a well-defined workflow and hierarchy based on the organization structure. The flexibility of the compliance platform allows the client to add additional tasks as required.

  • Mapping the compliance requirement
  • Set reminder due dates and escalation matrix
  • Periodic audit to ensure proper compliance

A critical step to enabling performance measurements, implementing internal controls and enforcing business policies is streamlining financial systems and processes. We have identified base line metrics, mapped processes and established KPIs for several of our clients. Organizations need to define formal operational procedures and workflows as they’re directly linked to productivity and efficiency. We assist in designing, developing and implementing Standard Operating Procedures (SOP) that facilitate business transactions in line with defined policies.

Process and system implementation typically draws up an Inventory of operational procedures, defines the interplay of departmental functions in procedures, defines ownership for performance of individual operational procedures and crystallizes KPIs for all organizational procedures through consultation with stakeholders.

  • Financial Systems Analysis
  • Relative Functional mapping
  • KPI Definitions
  • SOP Definitions

Our consistent effort to retain focus on financial strategy, allows us to engineer deep-rooted structural and systemic changes that improve working capital on a sustained basis. Our team of experienced professionals are trained to rapidly pinpoint key improvement area and execute practical solutions in complex business environments with structured and transparent processes.

Our team at Arithra works at building financial resilience by improving working capital practices through thoughtful planning and process optimization. From procure-to-pay and order-to-cash, our comprehensive services suite explores and manages all avenues for optimization in the working capital cycle.

  • Treasury and Forex management
  • Working Capital Benchmarking
  • Forecasting future working capital
  • Identify and improve commercial terms
  • Process optimization throughout the working capital cycle

We provide comprehensive suite of financial advisory services that caters to the demands of today’s transaction environment. Our clients benefit from our independent, practical advice, and bespoke solutions rooted in industry and capital market experience.

We facilitate & manage strategic and sensitive opportunities that necessitate valuations, fund raise, debt syndication, inorganic options like acquisitions, joint ventures and other strategic options. Our team of experts have advised on and led several such financial transactions including mergers, acquisitions, and equity and debt based financing.

  • Private Equity
  • Debt Syndication
  • Valuation
  • Inbound Investment Strategy
  • Directorship Services
  • Incorporation and Establishment Services
  • Compliance management, accounting and financial reporting