FP&A consulting.
Rolling forecasts that refresh in days instead of weeks, scenario models a board can act on, and a planning stack wired directly to the general ledger. Lightbridge ERP delivers FP&A consulting and finance transformation advisory through senior finance professionals (CPAs, controllers, and former senior finance leaders) who build the planning machinery alongside the systems that power it.
Lightbridge ERP connects the planning layer to the source system.
Most FP&A consultants deliver standalone spreadsheets. Lightbridge ERP delivers planning capability wired into the systems that hold the actuals. The same firm that builds your forecast also configures the NetSuite GL feeding it, the Workday Adaptive Planning model carrying the scenarios, and the Oracle EPM close that consolidates the result.
That single-firm continuity is the difference between a model that ages out the day actuals change and a planning layer that stays current automatically. FP&A and platform engineering, designed together, delivered by one team.
Lightbridge ERP FP&A engagement scope.
Planning and budgeting
Annual budget construction, driver-based plans, departmental rollups, and reforecast cycles built to close on schedule rather than slip.
Rolling forecasts
Forecast models that refresh from NetSuite actuals on a defined cadence, with variance commentary structured for board and management review.
Scenario and sensitivity modeling
Three-statement scenarios, driver sensitivity testing, and downside / base / upside frames a CFO can defend to the board.
Board and investor reporting
Board-ready financial packages with KPI dashboards, management commentary, and trend analysis, generated from the planning system rather than rebuilt by hand each cycle.
Cash and working capital
13-week cash flow forecasting, working-capital analysis, and AR / AP visibility for organizations operating with tight liquidity bands.
Pre-IPO readiness advisory
Planning, reporting, and revenue-recognition (ASC 606) infrastructure assessed against public-company expectations: identified gaps and the work to close them.
KPI framework design
Define, instrument, and automate the financial and operational KPIs that the executive team and the board will actually run the business on.
Finance transformation advisory
Operating-model assessment for finance teams reorganizing around a new ERP, a new planning tool, or a post-acquisition consolidation.
Platform integration
Models wired to the NetSuite GL through NetSuite managed services, Adaptive Planning, or Oracle EPM, so the planning layer and the actuals stay in sync.
Lightbridge ERP independence: no vendor incentives shaping the work.
Lightbridge holds the technical implementation certifications needed to deliver on NetSuite, Workday Adaptive Planning, and Oracle EPM. The firm accepts no referral fees, no partner-tier incentives, and no commission structures from software vendors. When an FP&A engagement surfaces a platform recommendation, it is sourced from what the finance team actually needs, not from what a vendor program would reward.
Lightbridge ERP FP&A consulting: common questions
- What is FP&A consulting?
- FP&A consulting is advisory work that builds an organization’s financial planning and analysis capability: rolling forecasts, scenario models, budget cycles, variance analysis, and board reporting. Lightbridge ERP delivers FP&A consulting through senior finance professionals (CPAs, controllers, and former senior finance leaders) who design the models and connect them to the source systems (NetSuite, Workday Adaptive Planning, Oracle EPM) so reporting stays accurate without manual rework.
- What does an FP&A consultant do?
- An FP&A consultant builds and operates the financial planning machinery a finance organization runs on. Scope on a Lightbridge ERP engagement typically includes: three-statement and driver-based models, annual budget construction, rolling forecasts, scenario and sensitivity analysis, KPI frameworks, board and investor reporting packages, and 13-week cash flow forecasts. The work is delivered by senior finance practitioners, not junior analysts, and it ties directly into the ERP and planning systems that hold the actuals.
- How is FP&A consulting different from hiring a part-time CFO?
- Hiring a part-time CFO places an executive into the org chart to act as the company’s finance leader. FP&A consulting is different work: it builds the planning and analysis capability the finance function depends on, regardless of who sits in the CFO seat. Lightbridge ERP does not fill the CFO seat. The firm delivers FP&A consulting and finance transformation advisory only, working alongside the company’s own CFO, controller, or VP of Finance.
- Does Lightbridge ERP fill the CFO seat on a part-time basis?
- No. Lightbridge ERP does not place executives into the CFO role on a part-time, project, or ongoing basis. The firm offers FP&A consulting and finance transformation advisory, delivered by senior finance professionals with CPA, controller, and senior finance backgrounds who work alongside the customer’s existing finance leadership. Companies looking for an executive to fill the CFO seat should engage a different provider; companies looking to upgrade their planning, forecasting, and reporting machinery are the right fit.
- When do companies hire an FP&A consultant?
- Companies hire an FP&A consultant when the planning function is straining: forecasts that take weeks to refresh, board packs assembled by hand, budget cycles that miss their close date, or scenario questions the spreadsheet stack cannot answer. Other common triggers include funding rounds and pre-IPO readiness work, an ERP or planning-tool transition, post-acquisition consolidation, or rapid headcount growth that has outpaced the original financial model.
- How does FP&A consulting connect to NetSuite, Oracle EPM, and Workday Adaptive Planning?
- Most FP&A consultants build models in standalone spreadsheets disconnected from the general ledger. Lightbridge ERP integrates the planning layer with the source system: forecasts that pull from the NetSuite GL, scenario models built in Workday Adaptive Planning or Oracle EPM, and automated data flows that keep actuals current without manual extracts. Because the same firm delivers both the FP&A work and the platform configuration, the model and the system are designed to fit each other.
- How does Lightbridge ERP engage on FP&A consulting?
- Two engagement models. Project-based engagements address a specific deliverable: a forecasting model, a board reporting package, a budget cycle build, or a pre-IPO readiness assessment, with a defined scope and end date. Retainer-based engagements provide ongoing FP&A advisory support on a monthly cadence, suited to organizations that need a senior finance professional embedded in the planning rhythm rather than a one-time project. Both models are staffed by the same senior practitioners.
When to choose Lightbridge ERP for FP&A consulting.
Choose Lightbridge ERP when the planning function needs more than a spreadsheet rebuild: when the forecast has to refresh from NetSuite actuals automatically, when the board pack has to assemble itself instead of consuming a week of staff time, and when the FP&A work and the platform configuration have to be designed together. Lightbridge ERP is a premium FP&A advisory, staffed with senior finance practitioners, and engaged when the planning machinery has to hold up under real scrutiny.
Talk to Lightbridge ERP about FP&A consulting.
Describe the planning problem. A senior finance professional from Lightbridge ERP will scope the engagement and tell you, honestly, whether it is a fit.