Phone
+(02) - 094 980 547Address
163 Parkhouse St PMB 6017 Dallas, TX 75207The Value Core’s expert Financial Planning & Analysis Services help businesses unlock insight, plan confidently, and make better decisions through financial clarity.
Businesses Trust us Globally
Our Financial Planning & Analysis Services are more than just reporting — we deliver decision-oriented, forward-looking financial clarity tailored to your business. With presentation-ready outputs, data-driven forecasting, and strategy-focused insights, our FP&A services help you move faster, plan smarter, and act with confidence. Whether you’re building your first budget or reporting to a board, we help you stay one step ahead.
We’re not a traditional finance team — we bring a strategic lens to every number. Here’s how our FP&A services stand out:
🧠 Insight-Led Analysis
🛠 Structured, Scalable Systems
Less time spent on manual reporting
📊 Decision-Centric Design
More strategic relevance in reporting
📡 Founder & CFO Friendly
Improved alignment between teams
We offer a complete suite of Financial Planning & Analysis Services — from fully managed FP&A to back office support.
+ Build annual budgets and rolling forecasts aligned with business goals
+ Incorporate historical trends, seasonality, and growth drivers
+ Align assumptions with departmental inputs and business strategy
+ Enable faster reforecasting with flexible, driver-based models
+ Design board-ready reports focused on key business metrics
+ Present financials in formats tailored to investors or leadership
+ Highlight trends, KPIs, and performance narratives with context
+ Automate recurring packs for monthly, quarterly, or annual cycles
+ Model best, base, and worst-case business scenarios
+ Analyze impact of pricing, cost, hiring, or capital changes
+ Build easy-to-use toggles for live decision-making support
+ Help stakeholders evaluate risk and opportunity in key decisions
+ Develop 3–5 year strategic financial roadmaps
+ Align with funding rounds, expansion, and operational goals
+ Integrate revenue levers, cost drivers, and investment plans
+ Ensure planning consistency across all departments
+ Own and deliver monthly, quarterly, and ad-hoc reports
+ Prepare actual vs budget analysis with executive commentary
+ Track KPIs, variances, and performance trends by department
+ Maintain reporting packs for internal and external stakeholders
+ Build and maintain Excel, Power BI, or Google Sheets dashboards
+ Integrate with live data sources for real-time KPI tracking
+ Support daily, weekly, and monthly performance views
+ Ensure dashboards stay clean, relevant, and presentation-ready
+ Keep existing models updated with latest actuals and assumptions
+ Add new tabs, modules, and drivers as business evolves
+ Resolve formula errors, circular references, or logic gaps
+ Align outputs with business decisions and leadership needs
+ Support budgeting, forecasting, and reforecasting cycles
+ Respond to internal data and reporting requests
+ Coordinate with teams across functions for input and updates
+ Help streamline financial workflows and reporting processes
A UK-based tech startup with a $2.1 million monthly burn rate and only seven months of runway faced closure or mass layoffs. We revamped their financial model, streamlined inventory management, and shifted their strategy to sustainable growth. Within five months, they reduced their burn rate to $1.3 million, secured a £50 million Series C funding round, and extended their runway. We now manage their FP&A function as an outsourced service, saving them 4x the cost of an in-house team.
A UAE-based national food company narrowly avoided a compliance disaster when a production manager altered the formulation of an animal feed product to boost profits. Our FP&A services in UAE identified this issue during a routine variance analysis. The unapproved change violated government regulations and risked fines worth millions of dirhams. After an urgent intervention, the company reverted to compliance, safeguarding its reputation and ensuring long-term sustainability.
A leading home store brand in Pakistan was EBITDA positive but struggled to achieve profitability due to high interest expenses. Excessive showroom inventory tied up cash, forcing reliance on financing. By providing FP&A services, we minimized inventory, introduced a digital catalog, and suggested a secondary DIY furniture business model. These changes improved cash flow, reduced debt, and enabled the company to retain profits for growth.
For a Saudi manufacturing conglomerate, we developed a robust financial model within two weeks, enabling faster decision-making, scenario analysis, and executive-level financial insights, ultimately saving them over SAR 40,000 ($10,000) per month by eliminating the need for an in-house FP&A team.
We don’t just build spreadsheets — we create financial narratives that drive decisions. Our financial modeling services help you tell your business story, impress investors, and make confident, data-backed moves.
We understand your business model, revenue streams, cost drivers, and what decisions you’re trying to make.
We gather historical financials, KPIs, and planning inputs to build a solid foundation.
We create a structured, scalable FP&A system — with dashboards, reports, and models that fit your business.
We walk you through the model, review each section with you, and refine it based on your feedback to ensure accuracy and usability.
Once finalized, we deliver the model and provide a walkthrough so your team can confidently use, update, and present it.
If needed, we stay on board to update the model for new scenarios, investors, or board presentations — keeping it aligned with your evolving goals.
Let’s talk about how our Financial Planning & Analysis Services can help you gain clarity, drive growth, and operate smarter.
Frequently asked question (FAQ)
We serve startups, SMEs, and mid-market companies across sectors including ecommerce, SaaS, manufacturing, real estate, healthcare, and more.
Managed FP&A is a full-service solution where we drive budgeting, forecasting, board reporting, and strategic input. Back office support is more task-specific — such as variance reporting, dashboard updates, and model maintenance.
Yes — we integrate with your current tools like Excel, Power BI, QuickBooks, Xero, NetSuite, or your custom ERP/CRM. We can also recommend improvements.
Absolutely. We prepare board-ready decks, financial summaries, and forecasts tailored to your audience — all built to instill confidence.
Not a problem — we help you organize your data, define key drivers, and build structure where it’s missing. We’re used to starting from scratch.
Yes. Many of our clients treat us as their external FP&A function. We handle recurring reporting, planning updates, and strategic finance support on a retainer basis.
In collaboration with theBPO, The Value Core combines its premium corporate finance solutions with a comprehensive range of business services, delivering expertise and tailored support to help businesses thrive and achieve lasting success.
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