Development of a standard business plan template to support a five-year development plan
Context
A regional chain of health and fitness centres looking to expand nationwide by opening new centres
Objectives
Develop a standard, easily replicable business plan for each new centre opening opportunity
Deliverables achieved
A standardised and automated business plan with two selectable scenarios, including a five-year projected profit and loss account with financial ratios and a workforce projection, as well as a cash flow forecast and an estimate of the initial funding requirement and working capital requirements
Standardised presentation for potential investors and financial partners
Implementation of analytical accounting to monitor the performance of the new centres
Key success factors
In-depth understanding of the challenges facing the client’s business
A standardised design that can be adapted to each new centre opening, easy for the manager to get to grips with and clear to investors and other financial partners
Supporting the manager in understanding and getting to grips with the BP, enabling them to carry out simulations independently
Development of an application with a validation workflow for managing annual restatements. Finance transformation | Transformation of the finance function | Mid-cap and large group
Creation of investor reports and monitoring of valuations using Power BI. Development of Power BI dashboards | Modelling and performance analysis | Funds
Carried out a transition assignment between two FP&A directors in a mid-cap company. Financial and operational management | Outsourced FP&A | Mid-cap and large group
