Case Study

Modernizing Financial Planning & Analysis

A global professional services firm empowered client finance teams with instant scenario modeling and automated variance detection, substantially reducing operational costs while enabling faster, data-driven financial decisions.

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$B+

Annual Revenue

K+

Employees

Industry

Professional Services

Function

Ecommerce
Marketing
3PL

Technologies

Solutions Delivered

FP&A Agent

Problem

Clients relied heavily on finance analysts to answer follow-up questions when existing Power BI and Tableau dashboards and static PPT reports didn’t provide the specific insights they needed

Identifying cost overruns and their root causes required time-consuming manual analysis, delaying corrective action and budget adjustments

Limited ability to model scenarios or understand how cost changes would impact different business lines, restricting proactive financial planning

Solution

Developed GenAI-powered FP&A agent enabling clients to ask natural language questions and receive instant insights without analyst intervention

Engineered intelligent variance analysis that automatically identifies cost overruns and pinpoints root causes, highlighting where budget is “bleeding”

Built scenario modeling capabilities allowing clients to instantly assess cost impacts (e.g., 5% raw goods increase) and make rapid budget and forecast adjustments

Benefits

Accelerated identification of cost overruns with insights highlighting areas of budget variance, enabling faster corrective action

Empowered client CFOs and finance leaders with scenario modeling to proactively understand cost impacts across business lines before making decisions

Substantially reduced analyst workload by deflecting routine inquiries, allowing the team to focus on high-value strategic analysis

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