Business Applications

Financial Planning & Analysis Services

Volatile market conditions can suddenly make the most detailed budget obsolete. To succeed, companies in all industries must align their long-term strategic plans with their day-to-day operating realities, so they can adapt quickly to business shifts.

Digital Transformation

Fully Expand Your Strategic Insights

It’s time to leave behind the number cruncher you. The new you is a key partner who provides meaningful strategic insights that steer your organization in the right direction. Digital transformation through top technologies helps you automate repetitive tasks, transform data into smart decisions and focus on fully expanding your creative analysis. Will you take the leap?


Gain a Strategic Advantage

Financial planning and analysis (FP&A) is one of the most critical business functions, yet many organizations lack adequate processes, talent and tools to do it well. Our FP&A team helps organizations understand current operations from multiple angles and chart a path to long-term financial growth.

Armanino’s cross-functional team of experts is made up of highly experienced CFOs, controllers, FP&A specialists and financial consultants with a deep understanding of financial strategy, forecasting, planning, analytics, key performance indicators (KPIs), reporting, data security and other finance-related needs and challenges. With the right combination of people, efficient processes and top-rated technologies, we streamline and deliver a finance capability that propels your organization to achieve its goals and beyond.

Our FP&A experts can integrate and play an active role on your internal finance team (either on-site or remotely). Or, you can partner with Armanino to build finance infrastructure — through people, process and technology — and train your staff on how to continue those ongoing operations. Our team is well-versed in selecting and implementing various financial planning solutions, as well, to maximize your investments in the FP&A space. These multifaceted approaches allow you to access experienced corporate finance resources to best fit your unique needs.

A Roadmap for FP&A Transformation: Adding True Value to the Business
White Paper
A Roadmap for FP&A Transformation: Adding True Value to the Business
Choosing the right FP&A solution is essential to achieving your organization’s goals but identifying the right path and technology can be difficult.

The Roadmap

People, Process and Technology


Armanino provides immediate impact, while creating a roadmap for your long-term transformation. We can deploy world-class talent to get you what you need, quickly. As part of a project or on a stand-alone basis, we can take a deep dive into the people structure of the department.

We examine roles and provide strategic guidance on time, talent and resource allocation. We can advise and train staff on efficiencies, or our Strategic Finance Outsourcing team can manage reporting and daily financial operations for you, without you needing to add headcount to your own team. From problem solving to recruiting, training and developing your team, we can turn a people deficit into your leading strength.


Our FP&A team partners with your organization to analyze prior year results, look for trends and KPIs and prepare a model of your future. This “self-knowledge” is invaluable in creating, maintaining and growing the profitability of your business.

We support your organization throughout the entire process, from consulting to technology implementation, process deployment and management. We assess current structures, define the future state, determine roles and responsibilities, revise and optimize businesses processes, help set goals for transformation, standardize new processes and charts of accounts and deploy corporate performance management software.


Using data analysis and technology tools, we provide accurate analysis, forecasting and business models, incredibly insightful reporting, effective cash management, operating expense optimization, board and fundraising finance support and executive-level insight.

Armanino also has access to the industry’s most advanced finance technologies, which enable organizations via the leading edge of analytics and reporting. These cloud-based corporate performance management (CPM) solutions deploy quickly and easily without major upfront investments or lengthy IT implementation projects.

Customizable and business-specific, these solutions shorten planning cycles, cut time and resources spent consolidating and reporting, free up more hours for analysis and provide real-time data for better decision making.

Financial Planning & Analysis Solutions

Workday Adaptive Planning

Workday Adaptive Planning is a cloud-based enterprise planning software you can use from anywhere. Leverage it to evolve your business past spreadsheets so you can achieve a streamlined financial planning and analysis process. Gain deeper insight across your functions and drive better decision making with a solution that scales as your business grows.

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Solver is a modern Microsoft-based cloud corporate performance management (CPM) solution that features powerful tools for reporting, budgeting, dashboards and data warehousing. Its report writer includes industry-specific templates that use an Excel user interface, offering out-of-the-box features that you can get up and running quickly. Automate and streamline your financial and operational processes to empower your teams to work more effectively and enable your leadership team to get clear insight into data.

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Bizview is a robust, web-based planning solution hosted in Microsoft Azure, with an out-of-the-box connector to Microsoft Dynamics NAV and 365 Business Central. Speed up planning cycles, facilitate collaboration and simplify business processes to drive smarter decisions from more accurate data. Bizview enables you to get the most out of Dynamics and adapt more rapidly to change. And when your number of planning contributors outgrows your manual planning process, it helps you regain control and allow your business to scale.

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Tawny Schaffer, CFO Advisory Services, Armanino
Managing Director
Tawny is a financial leader with a background serving the health care, insurance, and technology industries.

Dallas, TX
Ryan Prindiville - Consulting | Armanino
Ryan leads Armanino’s Consulting practice, helping to solve clients’ broad, increasingly digital business challenges.

San Ramon, CA
Ask An Expert Series – Workday Adaptive Planning
Don't Miss! 30 Minute Workday Q&A Sessions with Experts

July 30, 2024 | 10:00 AM - 10:30 AM PT
Ask An Expert Series – Workday Financial Management
Don't Miss! 30 Minute Workday Q&A Sessions with Experts

July 24, 2024 | 10:00 AM - 10:30 AM PT
Mid-Year Check-In: Strategies to Crush Your 2024 FP&A Goals
Master Cash Management to Boost Efficiency and Cut Costs

June 25, 2024 | 11:00 AM - 11:30 AM PT
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