Financial Plan Management

"The general who wins the battle makes many calculations in his temple before the battle is fought. The general who loses makes but few calculations beforehand." - Sun Tzu

As organizations grow, instituting financial control and planning becomes as much a necessity as formalizing a strategic planning. Working capital management becomes synonymous with growth management. Financial Plan

See Change Management's significant financial modeling experience provides leaders with the financial tools, plans and metrics to effectively manage their financial transformation challenges. We work with leaders to address the following critical questions:

  • Has your organization identified its financial goals for the upcoming year?
  • Have your financial goals been translated to monthly and quarterly income statements and balance sheets?
  • Is cash management critical to your organization and is it being properly managed?
  • Have metrics been formalized to assess operational performance?
  • Has periodic reporting been established to track actual vs. plan information?
  • Are you achieving your monthly close process in as timely a manner as you would desire?
  • Is your banking relationship as strong as you would like to see it?


Our solutions include providing detail analysis and assistance in preparing the following critical transformative tools:

  • Monthly/quarterly/annual financial plans
  • Key benchmark performance metrics
  • Actual vs. Plan Reporting Packages
  • Bank Reporting Package
See Change Management helps leaders establish the financial planning foundation necessary for successful organizational transformation.
Case Studies

Sales/Distribution Organization in need of Financial Restructuring, Leadership Coaching, Team Building and Strategic Planning

Revenues of this century old, family owned company, closely aligned with the construction industry, had plummeted over 40% since the last market peak.Read More

Built to Last-Successful Habits of Visionary Companies

Collins, James C. and Porras, Jerry I., Built to Last-Successful Habits of Visionary Companies, New York, Harper Collins, 1994, L, C, P

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