Financial Planning & Analysis System

• To replace our current budgeting and forecasting system which has limited functionality and reduced support with a cloud based, fully featured FP&A (Financial Planning & Analysis) system by Q4-2024.

More specifically:

Budgeting and Forecasting • Improve budgeting and forecasting capabilities for the finance team and budget holders across the business. • Reduce the current manual workarounds used by the finance team to negate the limited functionality of the existing system. Management and ad-hoc Reporting • Increase reporting capabilities of the Management Accounting team to support the business planning cycle and improve ad-hoc reporting for budget holders. Workforce Planning • To support workforce planning and scenario analysis within one system for the business. Visual Analytics • Improve graphical financial data visuals with dashboards, graphs, and charts to increase understanding of financial performance for non-finance users. System Support • Reduce current support costs for hosting an on-premises budgeting system.