Financial Planning & Analysis

GrowthLab Logo
  • Company
  • CFO Suite
  • Resource Center
  • Automations
Contact Us Financial Planning & Analysis Plan, Execute, Measure, Adjust & Repeat. Plan, Execute, Measure, Adjust, and Repeat.

Financial Planning & Analysis starts with business strategy, robust accounting, and cadence in reporting.

FP&A starts with business strategy, robust accounting, and cadence in reporting.

Talk To Your New FP&A Team

Talk To Your New FP&A

Team Today

Plan, Execute, Measure, Adjust & Repeat. Plan, Execute, Measure, Adjust, and Repeat.

Financial Planning & Analysis starts with business strategy, robust accounting, and cadence in reporting.

FP&A starts with business strategy, robust accounting, and cadence in reporting.

Talk To Your New FP&A Team Today

Talk To Your New FP&A

Team Today

It's time you get the data & analysis you need at your fingertips, without having to manage an internal team yourself.

FORECASTED OUTLOOK

Why FP&A?

We run your financial planning, so you can run your business.

At GrowthLab, we take ownership of your annual financial planning cycle and monthly financial analysis—giving you the financial clarity and confidence to make smarter business decisions.

Your Long-Range Plan lays the foundation for your strategic growth. It's where we help you think 3–5 years out—identifying capital needs, headcount, and the major bets that will drive value. We use tools like Clockwork AI, Jirav, and Carta to build a clear and actionable roadmap.

Your Annual Operating Plan turns strategy into execution. It’s your one-year budget, designed to align your team and your resources—people, dollars, and time—with your business goals. We help you build it, monitor it, and adjust as needed.

What We Do

13-Week Cash Flow

We manage your short-term cash with a rolling 13-week forecast, so you always know what’s coming in and going out.

Budgeting

We build and maintain your Annual Operating Plan to align spending with goals, and give you clear, real-time financial visibility.

Long-Range Model

We translate your vision into a 3–5 year financial model to guide growth, raise capital, and stay aligned with your strategy.

Scenario Planning

We help you plan for the what-ifs. Modeling different paths based on hiring, growth, and market changes, so you’re never caught off guard.

KPI Tracking

We define the metrics that matter and build dashboards so your team can track performance in real time.

Investor Reporting

We package your financial story into clean, compelling reports that speak the language of your board and investors.

Forecasting

We update your forecast monthly (or as needed), keeping your plan current with actuals and your latest strategy shifts.

Support

We partner with budget owners across your org to help them understand, own, and manage their numbers.

and more...

About Us

GrowthLab strives to become a part of your internal data and finance team. Our FP&A team works closely with your department heads to get them the data they need, analyzed and output when they need it. Whether it's your annual budget, a weekly cash flow plan, or communications to your Board and Investors, we're here to support your growth.

Through the early days of go-to-market, through the later stages of acquisition or transitions, you have access to a team that knows you, and that can support various needs - without you having to hire for multiple roles.

A screenshot of a website showing a table with numbers on it. A man in a plaid shirt is smiling for the camera. A black and white quotation mark on a white background.

We've worked with GrowthLab for about 3 years now, beginning with FP&A support and have since come to rely on their accounting and bookkeeping as well. The GrowthLab team (across the board) is extremely reliable, systematic, unbiased, transparent, and ultimately delivers on exactly what we need each month, quarter, and year; consistency and accuracy are not options for managing a company's finances. They come with my utmost recommendation.

Chase Mazur

Director of Operations and Finance at Gencove

Tools We Use

A logo for a company called clockwork with a clock in the middle.The word carta is written in a black box on a white background.A logo for a company called g-acconA green and yellow logo for fidelity investmentsThe jirav logo has a giraffe on it.

Ready to get started?

Meet Your New Team Today

Helpful Resources

An Annual Budget

Start 2026 With a Financial Budget You’ll Actually Use

January 2, 2026 If your annual budget feels outdated just a few months into the year, the problem usually isn’t effort or discipline. It’s how the budget was built. Laptop, papers, glasses, and notepad with

Big Beautiful Bill: What It Means for Financial Planning & Analysis

September 4, 2025 For FP&A teams, these changes directly influence forecasts, budgets, and the long-term financial story your business is telling. Clipboard with a credit card, notebook that says

Big Beautiful Bill: What’s Changing with 529 Plans

By Abigail Church August 28, 2025 Families who’ve been relying on other funding sources may now find 529 accounts a much more practical option for managing costs year to year.

Tag » What Is Aop In Finance