Financial Planning & Advisory Services in Latam
Financial Planning Consulting in Latin America
Our FP&A consultants help finance teams gain clarity, speed, and strategic alignment. We work with your organization to build dynamic forecasting models, budget planning tools, and scenario analysis that inform critical decisions across departments.
Whether you need short-term help to finish your annual plan or long-term support to modernize your forecasting processes, our team can embed alongside your in-house finance department on a fractional, full-time, or project basis.
Our Core Capabilities
Forecasting & Budgeting
- Rolling Forecasts: Replace static budgets with continuously updated forecasts.
- Driver-Based Planning: Build forecasts around business drivers—units sold, headcount, pricing—to improve predictability.
- Department Budgets: Collaborate with business unit leaders to align financial plans with operational goals.
- Variance Analysis: Highlight gaps between budget vs. actuals to improve future planning.
Strategic Scenario Modeling
- What-If Analysis: Explore the financial impact of changing market, pricing, or operational assumptions.
- Cash Flow Forecasting: Project cash positions under different business scenarios to prevent shortfalls.
- CapEx & Investment Modeling: Evaluate return scenarios for major capital projects and strategic bets.
Management Reporting & Dashboards
- Executive Scorecards: High-level KPIs and visual dashboards to align leaders.
- Financial Insights: Trend analysis across revenue, margins, and operating costs.
- Board & Investor Decks: Professionally designed, data-driven materials for key stakeholders.
Tools & Technology Enablement
- Excel Automation: Build flexible models with macros, dynamic ranges, and scenario toggles.
- FP&A Platforms: Work with tools like Adaptive Insights, Anaplan, Planful, or Vena.
- Data Integration: Pull inputs from ERPs, CRMs, and data warehouses to feed planning models.
Work With a Fractional CFO to Achieve These Objectives
A fractional CFO can lead your FP&A function while aligning strategic priorities, capital planning, and reporting with executive stakeholders. Whether you’re preparing for board meetings, raising funding, or formalizing your budgeting process, our fractional CFOs bring senior leadership experience without the full-time cost.
We can staff CFO-level professionals to oversee your planning and reporting rhythm, work with department heads, and help turn numbers into decisions.
Why Why FP&A Matters Matters
Agile Planning: Respond to market shifts with up-to-date, data-driven plans.
Cross-Functional Alignment: Finance works hand-in-hand with sales, ops, and HR to drive unified targets.
Decision Support: Equip leadership with timely insights to guide capital allocation, hiring, and pricing.
Risk Management:Test downside and upside scenarios to ensure business continuity.
Frequently Asked Questions
Finance Consulting Services
INTI Consulting Services provides end-to-end finance consulting solutions, specializing in financial analysis, process optimization, reporting automation, and strategic forecasting. We help organizations strengthen financial operations, improve accuracy, and make data-driven decisions through tailored advisory and streamlined financial workflows.
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About
Inti Consulting Services LLC is a company based out of Miami, FL. We aim to provide US companies with advanced talent from Latin America to take advantage of the amazing talent that exists in the region.