NexGen/Practices/Modelling, budgeting and forecasting
Models, budgets and forecasts that stay current.
Finance specialists and planning-system engineers who build investment models, driver-based budgets and rolling forecasts on modern planning platforms, connected to your ERP so the numbers refresh without a rebuild.
- Led by
- Financial modellers and planning-platform engineers
- Builds
- Models, budgets, forecasts, board packs
- Tools
- Planning platforms, BI, Excel, AI
- First step
- Planning diagnostic
The budget is out of date the day it is approved.
In most companies the budget takes months to build, lives in linked spreadsheets that one person understands, and is overtaken by events within a quarter. Forecasts are a manual re-run of the same files. Investment cases are built from scratch each time, to a different standard, and nobody can trace an output back to its assumption.
We rebuild planning around drivers: the volumes, prices, rates and headcount that actually move the numbers. Models are built to one standard, connected to actuals from the ERP, and set up so that a new scenario takes minutes. Where it helps, AI drafts the variance commentary and tests the assumptions.
Finance planning, rebuilt around drivers.
Financial models
Feasibility, valuation, project finance and M&A models, built to a transparent standard that an auditor can follow.
Driver-based budgeting
A budget built from operational drivers, so that a change in volume or price flows through automatically.
Rolling forecasts
Monthly or quarterly forecasts that refresh from actuals, and take days instead of weeks.
Planning platform implementation
Selection, design and build of cloud planning and consolidation platforms, integrated with your ERP.
Management and board reporting
Dashboards and packs with one version of each number, and commentary that explains it.
AI-assisted planning
Scenario generation, anomaly checks and first-draft variance commentary, reviewed by your finance team.
Four steps, each with something you can hold.
The right-hand column is what you have in your hands at the end of each step. We confirm timing in the plan, once we have seen the work.
- 01
Diagnose
We review the current cycle, the models, the data sources and where the effort goes.
Planning diagnostic - 02
Design
We agree the drivers, the model structure, the dimensions and the reporting you need.
Model blueprint - 03
Build
We build, connect actuals, test against history and run a live cycle alongside your team.
Working model - 04
Embed
Training, documentation and a model owner on your side.
User guide
- Models that any qualified person can follow and audit
- A budget tied to operational drivers
- Forecasts that refresh from actuals
- Scenarios in minutes instead of days
- A finance team trained to own the tools
Financial modellers
Build investment, valuation and project finance models.
FP&A specialists
Design the budgeting and forecasting process around drivers.
Planning-platform engineers
Implement and integrate the planning and consolidation tools.
Data and BI developers
Build the dashboards and the data flows behind them.
Practices that often join this one.
Problems rarely respect a single domain. One engagement lead coordinates across practices, so you never manage our hand-offs.
Agentic and generative AI
We build AI agents that run inside your live workflows: reading documents, reconciling records, drafting responses and routing approvals.
Open the page →ESG ratings and assessment
Our experts know how the rating agencies score ESG, and we build your ESG ecosystem around that.
Open the page →- Practice
- Modelling, budgeting and forecasting
- Delivery
- International
- Client presence
- Saudi Arabia