Role-Based Solution · Controller
FP&A-grade visibility across revenue, spend, and cash.
Rolling forecasts tied to actuals, variance drivers surfaced early, and scenario impacts quantified before they hit the close.
Net revenue (MTD)
$1.42M
vs $1.36M plan
Operating margin
18.4%
target 19.0%
Forecast variance
−$84k
drivers: churn + FX
Cash runway
14.2 mo
at current burn
Performance visibility
Revenue and OPEX broken down by driver and cost center — not just totals in a ledger.
Every journal and invoice feeds the model so you can see what is driving performance, where run-rate is shifting, and where budget headroom is tightening.
OPEX by cost center — MTD vs budget
Sales & Marketing
$312k / $340k
R&D
$286k / $300k
G&A
$148k / $160k
Cloud & Data
$122k / $130k
Facilities
$62k / $75k
Forecast monitoring
Forecast vs actual vs committed — so deviations show up before the period closes.
Actuals plus committed spend combined against the latest forecast. Cost centers where the combined total exceeds plan are flagged for review.
Cost Center
Plan
Actual
Committed
Remaining
Status
Sales & Marketing
$340k
$312k
$28k
$0.0k
R&D
$300k
$286k
$21k
−$7.0k
G&A
$160k
$148k
$14k
−$2.0k
Cloud & Data
$130k
$122k
$9k
−$1.0k
Facilities
$75k
$62k
$6k
$7.0k
Driver trend analysis
Run-rate shifts tracked quarter-over-quarter so you see margin impact before it hits profitability.
Unit economics and driver rates tracked across periods. Drivers with increases above tolerance are flagged so you can reprice, rebalance spend, or reforecast margins.
Unit economics over 4 quarters — selected drivers
Northwind Cloud
Cloud & Data
Apex Ads
Sales & Marketing
FP&A cycle
Every planning touch point in the FP&A cycle — from plan to reforecast.
Each stage in the FP&A cycle has a financial event attached. Controllers see where assumptions shift, where forecast gaps open, and where corrective action needs to happen.
Plan
Annual plan and driver model set by department.
Financial event
Baseline budget and KPI targets published.
Forecast
Rolling forecast updated with actuals and pipeline.
Financial event
Forecast deltas captured and versioned.
Scenario
Upside and downside cases run on key drivers.
Financial event
Margin and cash impact calculated per scenario.
Close
Actuals loaded and reconciled to the GL.
Financial event
Variance analysis finalized by cost center.
Review
Leadership reviews variance drivers and risks.
Financial event
Corrective actions tied to budget owners.
Reforecast
New outlook published with approved changes.
Financial event
Targets and spend limits reset for next cycle.
FP&A alignment session
See revenue performance, operating spend, and forecast drivers in one FP&A view.
We'll map your revenue drivers, cost centers, and forecast process to show you what FP&A control looks like when the data is in one place.
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