Outsourced FP&A Services
ATO’s outsourced FP&A analysts turn your ledger into decisions: driver-based budgets, rolling 13-week cash forecasts, variance analysis, unit economics, scenario models and board-ready reporting packs — at a fraction of a US analyst’s cost.
- Outsourced FP&A services
- Financial planning and analysis outsourcing
- Outsourced financial analyst
- Budgeting and forecasting outsourcing
- Cash flow forecasting services
- KPI dashboard reporting outsourcing
Why clients outsource outsourced FP&A to ATO
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Driver-based budgeting
Annual budgets and reforecasts built on operational drivers your team actually controls.
13-week cash forecasting
Rolling cash visibility with sensitivity scenarios for hiring, capex and collections timing.
Variance and margin analysis
Monthly budget-vs-actual commentary, gross margin drivers and cost-per-unit trends.
Board and investor packs
Clean, consistent reporting packages with charts, KPIs and narrative ready for the meeting.
Exactly what lands on your desk
Scope is agreed in writing before day one, then tracked against SLAs by your client success manager.
- Annual operating budget and quarterly reforecast
- Rolling 13-week cash flow model
- Monthly variance analysis with written commentary
- KPI dashboard (Excel, Power BI or Looker Studio)
- Scenario and headcount planning models
We work inside your stack
Your data stays in systems you own. Common platforms our specialists use daily:
- Excel & Google Sheets
- Power BI
- Looker Studio
- NetSuite
- Vena
- Jirav
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Learn moreFrequently Asked. Questions
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ATO FP&A specialists typically bring 5–12 years of corporate finance experience, and many hold CPA, CMA, ACCA or MBA credentials.
Yes — models, cohort analysis, data rooms and diligence schedules are common FP&A deliverables for clients raising debt or equity.