Building Forecasting and Investment Models to Strengthen Corporate Finance
industry
Healthcare
pillars
highlights
- Built a standardized models for Manufacturing and IT divisions
- Illustrated ROI, payback periods, and KPI outputs for management and stakeholders
- Developed 5-year forecasting model
- Empowered internal finance team with skills and tools to sustain long-term value
summary
We were engaged by a publicly traded billion-dollar biopharma and healthcare corporation to expand the capabilities of its Corporate Finance team.
Our mandate was to enhance financial modeling, planning, and control processes by delivering robust forecasting and investment tools, standardized processes, and knowledge transfer—positioning the client for long-term success.
results
DCF & ROI Modeling: Built standardized models for Manufacturing and IT divisions, illustrating ROI, payback periods, and KPI outputs for both management and departmental stakeholders.
Capital Investment Controls: Introduced submission forms for new requests and established controls around asset life and depreciation to ensure accurate project cash flow representation.
Forecasting Framework: Developed a flexible, five-year forecasting model leveraging normalized historicals for accurate comparisons and reliable projections.
Scenario Planning: Enabled multi-variable, multi-scenario analysis across segments, business lines, and profit centers.
Upskilling Finance Team: Conducted hands-on training and transferred ownership of the models to the FP&A team, enhancing capabilities for future budget cycles.
conclusion
This engagement provided the sponsor and management with scalable tools for forecasting and capital planning, while empowering the finance team with the skills and processes to sustain value long after the engagement.
Go Deeper
See how
we amplify value creation
More deep dives into the real-world impact of our work.