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What do Planning Budgeting & Forecasting consultants do?

Our planning, budgeting and forecasting consultants help clients anticipate costs, demand and future disruptions in order to make adequate provisions for them ahead of time. Our consultants will prepare detailed plans to ensure firms operate optimally and are not taken by surprise in the course of operations.

The world's largest network of Planning Budgeting & Forecasting consultants

Our Fintalents serve clients in North America, LATAM, Europe, MENA, and APAC.

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Hire your Planning Budgeting & Forecasting consultant in 48 hours

Fintalent is the invite-only community for top-tier independent M&A consultants and Strategy professionals. Hire global freelance M&A consultants and Strategy experts with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent M&A advisors and Strategy specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!


Freelance M&A consultant

Barcelona, Spain
7 years experience


Freelance M&A consultant

New York, United States
10 years experience


Freelance M&A consultant

5 years experience


Freelance M&A consultant

United States
12 years experience


Freelance M&A consultant

4 years experience

Why should you hire Planning Budgeting & Forecasting experts with Fintalent?

Trusted Network

Every Fintalent has been vetted manually.

Ready in 48h​​​

Hire efficiently. Your M&A team is ready in 2 days or less.​​​​

Specialized Skills​

Fintalents are best-in-class - and specialized in 2,900+ industries.​

Code of Ethics​​

We guarantee highest integrity and ethical principles.​​​

Frequently asked questions

What clients usually engage your Planning Budgeting & Forecasting Consultants?

We work with clients from all over the world. Our clients range from enterprise and corporate clients to companies that are backed by Private Equity or Venture Capital funds. Furthermore, we work directly with Family Offices, Private Equity firms, and Asset Managers. Most of our enterprise clients have dedicated Corporate Development, M&A, and Strategy divisions which are utilizing our pool of Planning Budgeting & Forecasting talent to add on-demand and flexible resources, expertise, or staff to their in-house team.

How is Fintalent different?

Fintalent is not a staffing agency. We are a community of best-in-class Planning Budgeting & Forecasting professionals, highly specialized within their domains. We have streamlined the process of engaging the best Planning Budgeting & Forecasting talent and are able to provide clients with Planning Budgeting & Forecasting professionals within 48 hours of first engaging them. We believe that our platform provides more value for Corporates, Ventures, Private Equity and Venture Capital firms, and Family Offices.

Our Hiring Process – What do ‘Community-Approach’ and ‘Invite-to-Apply’ mean?

‘Invite-to-Apply’ is the process by which we shortlist candidates for the majority of projects on our platform. Often, due to the confidential nature of our clients’ projects, we do not release projects to our whole platform but using the matching technology and expertise of our internal team we select candidates who are the best fit for our clients’ needs. This approach also ensures engagement with our community of professionals on the Fintalent platform, and is a benefit both to our clients and independent professionals, as our freelancers have direct access to the roles best suited to their skills and are more likely to take an interest in a project if they have been sought out directly. In addition, if a member of our community is unavailable for a project but knows someone whose skill set perfectly fits the brief, they are able to invite them to apply for the role, utilizing the personal networks of each talent on our platform.

Which skills and expertise do your Fintalents have?

The Fintalents are hand-picked and vetted Planning Budgeting & Forecasting professionals, speak over 55 languages, and have professional experience in all geographical markets. Our Planning Budgeting & Forecasting consultants’ experience ranges from 3+ years as analysts at top investment banks and Strategy consultancies, to later career C-level executives. The average working experience is 6.9 years and 80% of all Fintalents range from 3-12 years into their careers.

Our Planning Budgeting & Forecasting consultants have experience in leading firms as well as interfacing with clients and wider corporate structures and management. What makes our Planning Budgeting & Forecasting talent pool stand out is the fact that they have technical backgrounds in over 2,900 industries.

How does the screening and onboarding of your Planning Budgeting & Forecasting talent work?

Fintalent.io is an invite-only platform and we believe in the power of referrals and a closed-loop community. Members of our community are able to invite a small number of professionals onto the platform. In addition, our team actively scouts for the best talent who have experience in investment banking or have worked at a global top management consultancy. All of our community-referred talent and scouted talent are subject to a rigorous screening process. As such, over the last 18 months totaling more than 750 hours of onboarding calls, of which only 40% have received an invite-link after the call.

What happens if I am not satisfied with my Planning Budgeting & Forecasting consultant’s work?

During your initial engagement with a member of our Fintalent talent pool with no risk. If you are not satisfied with the quality of your hire for any reason then we are able to find a replacement at short notice. There is no minimum commitment per project, but generally projects last at least 5 days and can last 12+ months.

Everything you need to know about Planning Budgeting & Forecasting

What is Planning Budgeting & Forecasting?

Planning budgeting and forecasting is one of the most important financial decisions made by companies. Planning for a budgeting cycle ahead of time can help save money while also improving the company’s overall performance.

Fintalent’s planning budgeting & forecasting consultants observe that as organizations grow, it becomes increasingly difficult to plan for expenses that are unpredictable like marketing or security software purchases or subscriptions. Finding out these costs before the budget is created can be essential since budgets must be allocated appropriately in order for them to be effective.

Budgets serve several purposes. First, the budgets allow for setting a fixed price for each item regardless of what the costs actually turn out to be. Secondly, they help to dictate the quantity that each item is purchased at based on expected sales order quantities. Finally, they track how much money is spent on each item within the budgeted period.

The budget plan should be comprised of all items that will be purchased during a certain time period. Items can be grouped together in categories such as hardware and software (hardware), marketing materials and events (marketing), services (security), and so on. The categories allow the company to be more specific in the planning and additional allocation of costs. The largest category should be devoted towards things like security software, professional services and hardware purchases. Another guideline is to break it down into two or three categories of 10% each for quick calculating purposes.

Ideally, a written budget plan should contain items, quantities purchased and where these are accomplished. The actual expense items can be generated from any company management system but the main thing to remember is that the budget must include all of the expenses for every authorized expense account whether it is a purchase order on statement or an invoice.

Budgeting Guidelines

A budget is a plan that tells your employees and customers how much money you expect to earn during the year. It also tells them what your priorities are in terms of profits, sales, expenses, assets and other financial needs. In developing or reviewing your budget for 2013, you should follow these guidelines:

  1. Make sure that your budget is based on realistic assumptions. Projections should be based on historical trends and actual results from previous years’ budgets.
  1. Develop a realistic budget for the upcoming year. Create projections for the month of February, June, September and December 2013. Your estimated income will determine what kinds of sales you can expect during each of these months and how much product needs to be produced in order to meet demand and avoid shortages.
  2. Include your forecasted expenses in the budget plan. These include all expenses that are directly related to your business including wages, office expenses, rent/mortgage, insurance premiums and loan payments as well as expenses that affect your financial health such as marketing collateral materials, advertising and new equipment purchases.
  3. Include revenue and their corresponding costs in the budget. Include items such as product sales, ancillary revenues and any other sources of income that you expect to generate this year. Do not include items such as retirement payments, taxes or interest that do not come directly from your business unless they are included in the original agreement between you and your employees.
  4. Advertising expenses are included in the budget because they are a cost of doing business that is essential for success in this industry.
  5. Revenues you can expect during the year include all types of income such as product sales, membership dues, licensed products, royalties, grants and government funding programs.
  6. Create budgets that are relevant and practical for all of your departments, divisions or sections. These include the sales department, marketing department and the production department to name a few.
  7. Work with each of your managers to ensure that they understand how the budgeting process works as well as why it is so important for them to develop realistic budgets each month.
  8. Discuss all aspects of the budget in detail with your managers on a regular basis during the year so that they can provide ongoing feedback and make any necessary adjustments as needed in order to remain on track with their budgets throughout the year.
    1. Consider the cost of living each year.
  9. Review your budget at least once a month in order to identify any financial variances, changes or discrepancies that may have occurred during the month. This should be done with the head of accounting and senior management for final approval.
  10. Hold meetings with your managers on a regular basis throughout the year to discuss variances, changes or discrepancies in their budgets. This should be done with the head of accounting and senior management for final approval.

The planning process consists of many steps and activities, each of which contributes to the final plan. From the article: “Planning Process” The Planning Process creates two key advantages: First, it continually keeps the organization on target. Second, it introduces a new management discipline: the use of Planning and Budgeting as an integrated part of decision making throughout the organization.
Beginning with the end in mind. Organizations are generally standardized in their processes, which is a good thing because it provides a level playing field for them to adapt to changes in the external environment or internal business conditions. It also allows them to continually improve their operations by modifying their processes and/or operations as needed. The key is to get off on the right foot–to start with your end in mind and not just your beginning (the why) so that you can develop a plan for reaching that destination (the what).

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Hire the best Planning Budgeting & Forecasting specialists in 2,900+ industries

Fintalent is the invite-only community for top-tier M&A consultants and Strategy talent. Hire global Planning Budgeting & Forecasting consultants with extensive experience in over 2,900 industries. Our platform allows you to build your team of independent Planning Budgeting & Forecasting specialists in 48 hours. Welcome to the future of Mergers & Acquisitions!