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.
Lightbridge ERP designs forecasts around the systems that hold the actuals and planning assumptions. Its team configures NetSuite and Oracle EPM in-house. For Anaplan and Workday Adaptive Planning, selection and program leadership stay in-house, with hands-on configuration and integration through vetted partners under Lightbridge project management and technical leadership.
Lightbridge retains responsibility for the forecast requirements, data reconciliation, and delivery oversight. The advisory team and platform specialists work to the same acceptance criteria, so model changes and source-system changes stay coordinated.
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 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 advisory in-house through senior finance professionals (CPAs, controllers, and former senior finance leaders) who define the models and source-system requirements. NetSuite and Oracle EPM configuration runs in-house; Workday Adaptive Planning configuration runs through vetted partners under Lightbridge project management and technical leadership.
- 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 a fractional CFO?
- FP&A consulting builds the planning and analysis capability a finance function runs on: forecasts, budgets, board reporting. A fractional CFO fills the executive seat itself, on an ongoing part-time basis. Lightbridge ERP delivers FP&A consulting directly, working alongside whoever holds the CFO seat, whether that is the company’s own hire or a fractional CFO sourced through Lightbridge Fractional Executive Leadership.
- Can Lightbridge place a fractional CFO as well as deliver FP&A consulting?
- Yes. Lightbridge Fractional Executive Leadership sources, vets, and places a fractional CFO on an ongoing retainer, then provides program governance over the engagement. That placement service sits outside this FP&A practice: FP&A consulting is delivered in-house by Lightbridge ERP’s senior finance professionals regardless of who occupies the CFO seat. See Lightbridge Fractional Executive Leadership for the CFO placement service itself.
- 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.
- Which ERP and EPM source systems does Lightbridge ERP FP&A advisory work with?
- Lightbridge ERP delivers FP&A advisory in-house across NetSuite, Oracle EPM, Workday Adaptive Planning, Anaplan, OneStream, Planful, and Vena as source systems for planning and analysis. The advisory team defines forecast drivers, reporting requirements, mappings, and reconciliation checks against the data those systems hold. For Anaplan, Workday Adaptive Planning, OneStream, Planful, and Vena, selection and program leadership stay in-house, while hands-on configuration and integration run through vetted partners under Lightbridge project management and technical leadership. NetSuite and Oracle EPM delivery remain in-house.
- 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.
Looking to place a fractional CFO rather than build FP&A capability in-house? See Lightbridge Fractional Executive Leadership for the CFO placement service itself.
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.