Financial planning that keeps up with your business.
- €100M+
- IT portfolio experience
- 4
- Anaplan implementations
- 4
- Working languages
You have the data.
We make it useful.
If your team has the data but struggles to turn it into useful insights, or spends too much time on manual work, that is when we come in. We are a finance consulting company. We work on FP&A, financial modelling, reporting and automation, building the forecast models and the systems that keep them running.
Services
FP&A (Financial Planning & Analysis)
A budget agreed in November is usually out of date by March. We build driver-based rolling forecasts and reporting that get updated as the business changes, so the plan still means something later in the year.
- Driver-based forecasting
- Rolling budget cycles
- KPI & management reporting
- Variance & scenario analysis
Financial Process Automation
In a lot of finance teams, invoice coding, reconciliation and month-end reporting are still done by hand. We connect the systems, automate the repetitive steps, and apply AI agents where a document has to be interpreted or an exception reviewed.
- AI agents & document processing
- MCP & system integration
- Close & reconciliation automation
- Reporting pipelines
Custom Financial Ecosystem
Sometimes the tool you need does not exist yet. We build it for you: liquidity tools, pricing models, and the data setup behind them, made to fit your business needs.
- Bespoke finance tools
- ERP & BI integration
- Data architecture
- Machine learning models
Not sure where to start?
We have a fixed answer.
It runs for 90 days at a fixed price. You get a working forecast model built on your own data and a written plan for what to change next, so you can decide about a bigger project with something real in front of you.
FP&A Diagnostic Sprint
A bounded, fixed-scope engagement designed to diagnose your current finance function, build a pilot driver-based forecast model, and produce a transformation roadmap — with a defined end date and defined deliverables.
Request a QuoteDiscovery Weeks 1–3
Finance process audit, data infrastructure review, decision quality assessment. You get a written findings report before we proceed.
Model Build Weeks 4–10
Driver-based rolling forecast model, KPI dashboard, and close-cycle automation — built on your existing ERP and data stack.
Handover Weeks 11–13
Full documentation, team training, and a 90-day transformation roadmap for the next phase of your finance function build-out.
Projects
Head of FP&A, Aviation Start-up
Financial modelling, vendor contract analysis and macroeconomic forecasting (e.g. fuel prices) with SQL and machine learning. Built custom finance tools, including invoice OCR and a liquidity engine, integrated with the existing platforms.
View Case Study →Integrated Planning in Anaplan
End-to-end Anaplan implementation for a large global healthcare company. Combined the sales and financial planning cycles into one driver-based model, so sales inputs flow directly into the financial forecast.
View Case Study →How We Work
Discover
We start by looking at how your finance team works today: the data, the processes and the tools. Then we send you what we found, before suggesting anything.
- Process & decision audit
- Data quality assessment
- Technology landscape review
- Stakeholder alignment sessions
Design
We design the solution, from the process rules to the technical setup. Every part of it is tied to something you can measure, and we agree the scope before anyone starts building.
- Solution architecture
- KPI & success metrics
- Implementation roadmap
- Risk & change management
Deploy
We build it together with your team and train them as we go, so the work keeps running after we leave.
- Agile delivery sprints
- Integration & testing
- Team training & adoption
- Hypercare & handover
FAQ
What is FP&A consulting?
FP&A (Financial Planning & Analysis) consulting is the process of redesigning a company's financial planning, forecasting, and reporting function. A specialist FP&A consultant helps businesses replace static annual budgets with driver-based rolling forecasts, build real-time KPI dashboards, automate month-end close processes, and create the analytical infrastructure that enables faster, more confident financial decisions.
How do you use AI in finance processes?
We use AI where it earns its place: reading unstructured documents such as supplier invoices and contracts, coding transactions to the right accounts, flagging the exceptions worth a human review, and drafting variance commentary from the actual numbers. Models connect to your systems through MCP (Model Context Protocol) servers with explicit, logged permissions, so you control exactly what can be read. Nothing posts to your ledger without a person approving it.
Where does PMG Services operate?
We work with companies internationally — engagements are delivered remotely and on-site, in both English and German.
What size companies do you work with?
Our engagements are best suited for mid-market companies — typically €30M to €500M (or equivalent) in annual revenue — that have outgrown spreadsheet-based finance but have not yet deployed a full enterprise FP&A platform. We also work alongside larger organizations on specific integration or automation workstreams where a focused specialist team delivers better results than a large generalist practice.
How long does a financial transformation project take?
It depends on scope. Our 90-Day FP&A Diagnostic Sprint is a fixed-scope, 13-week engagement delivering a working forecast model and transformation roadmap. Full finance function transformations covering FP&A, process automation and ERP integration typically run 6 to 18 months, depending on the complexity of the technology stack and the degree of organizational change required.
What ERP systems do you integrate with?
We work across the major ERP platforms used by mid-market and enterprise companies, including SAP (ECC and S/4HANA), Oracle, NetSuite, and Microsoft Dynamics. Our integration work connects these systems to BI platforms such as Power BI and Snowflake to create a unified, automated financial data layer with no manual extraction steps.
How is PMG Services different from a Big Four firm?
We are a focused specialist team, not a generalist firm. That means faster mobilization, direct senior involvement throughout the engagement, and a narrower remit — we do not cross-sell strategy, HR transformation, or IT projects alongside the finance work. Our model is built for mid-market companies that want senior-level expertise without the overhead, timelines, and coordination costs of a large consulting house.
Do you offer fixed-price engagements?
Yes. Our 90-Day FP&A Diagnostic Sprint is a fixed-scope, fixed-deliverable engagement with a defined price agreed upfront — no scope creep, no open-ended billing. Larger transformation projects are scoped and priced on a project basis after an initial discovery phase. Contact us to discuss the right structure for your situation.
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