Financial Planning & Analysis

Independent management consultants specializing in Financial Planning & Analysis

Umbrex helps our clients find the right independent management consultant for their financial planning & analysis project. Over 90% of our FP&A consultants are alums of McKinsey, Bain, or BCG. The majority also have FP&A experience in industry roles.

How we help clients with financial planning & analysis

Create advanced financial models to support strategic decision-making 

Develop robust scenario planning and stress testing frameworks

Guidance on cost structures and profitability drivers through detailed analysis

Enhance budgeting and forecasting processes for better accuracy and efficiency

Provide analytical support for strategic planning, including market analysis, competitive benchmarking, and long-term financial planning.

What clients say

Insights on finance from our podcast:


Interim Executive Roles

Michael Frankel


Business Analytics Diagnostic

Adam Braff


Risk Management

Andrea Bonime-Blanc


Compliance Documentation

Lemon Williams

Insights on strategy from our members:

March 7, 2021
How to Become a Champion of Change Thought Leadership

How to Become a Champion of Change

Caroline Taich shares a  post on change and the skills you need...

March 6, 2021
An Informative Infographic on Pricing Thought Leadership

An Informative Infographic on Pricing

Ian Tidswell shares pricing information on creating and capturing value in...

March 5, 2021
Key Steps to Developing the Personal Brand  Thought Leadership

Key Steps to Developing the Personal Brand 

Susan Hamilton Meier was recently interviewed on The Whole Person Podcast...

Useful resources on strategy recommended by our members

  • National Association of Corporate Directors
  • Society for Corporate Governance
  • International Corporate Governance Network
  • Business Roundtable
  • The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members 2nd Edition
  • A Carver Policy Governance Guide, The Policy Governance Model and the Role of the Board Member 2nd Edition
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How to get started


Tell us about your project


Interview candidates

(We’ll provide bios within 48 hours on average)


Select your consultant and start work

Find a FP&A consultant

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