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Financial Planning & Analysis

Planning Ahead is The Secret of Success
Success Loves Planning, It Depends On It

In order to achieve your strategic and operating goals, you must not only know past results, but also monitor present activities and carefully plan future activities that dictate the path to get there.

A dedicated FP&A department has been set up at Brooks-Keret to provide our portfolio companies with comprehensive end-to-end solutions. We convert your business strategy, vision and goals into plans, growth projections, and performance metrics you can understand and track to measure success.

Before establishing a feasible plan and projections that align with your business goals, your Brooks-Keret team begins by learning more about your business and brand to create the best plan for your organization on its way to success.  

 

FP&A Services Include
  • Providing business leaders with timely and precise financial advice and analysis
  • Leading the Annual Operating Planning (AOP) Process with CEO and company management
  • Building and maintaining detailed monthly financial forecast with BVA analysis
  • Analyzing the impact of decisions on cash flow and profit and loss
  • Establishing together with management KPIs and tracking it on monthly basis
  • Creating pricing models that align with the company’s goals
  • Assessing and monitoring the company’s overall financial and investment health
  • Assessing and tracking potential risks and opportunities in existing and new business activities

 

In addition to revenue and cash flow management, accounting, governance and compliance, FP&A is part of a broader financial system.

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Your business is special and should be treated as such. We provide our services in a personalized manner, tailored to your needs.

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“As far as I’m concerned, I have a finance function in-house”
Amit Nisenbaum, CEO |
Ahoy
“We really appreciate the way BK proactively push us to do what needs to be done in terms of financial management.”
Kira Radinsky, CEO & CTO |
Diagnostic Robotics
“BK provides us with the necessary peace of mind to effectively manage our company”
Tamir Magen, Co-founder & CEO |
SPIRITT
“Brooks-Keret were always available for our needs, providing a quick response with great professionalism”
Gil Peleg, CEO |
Model 9
“Right from early on, Brooks-Keret played a crucial role as trusted business finance partners.”
Vladi Sandler, CEO & Co-founder |
Lightspin

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