Financial Transformation & FP&A Consulting.
Most finance teams spend more time closing last month than planning next quarter. We change that — replacing spreadsheet-based finance with driver-based models, automation, and behavioral discipline built to last.
We engineer
financial clarity.
Most finance transformations fail because they treat the symptom — the spreadsheet, the ERP, the dashboard — without changing the underlying decision architecture. We fix both.
We are not a staffing agency. We are not a Big Four offshoot. We are a focused team of finance operators, behavioral scientists, and engineers who have built, automated, and scaled financial systems for companies around the world.
Behavioral Finance Implementation
We identify where cognitive bias distorts your financial decisions and redesign the architecture to eliminate it — embedded into your processes, not bolted on.
FP&A (Financial Planning & Analysis)
We replace static annual budgets with driver-based rolling forecasts your board can act on — real-time KPI visibility, variance analysis, and close cycles cut from weeks to days.
Custom Financial Ecosystem
We architect bespoke ERP integrations, automation pipelines, and custom financial tools built precisely around your operating model — no generic platforms, no compromises.
Most finance functions
are built to report.
Not to decide.
"We'll have the numbers ready by the 15th."
Your CFO is always looking backward. By the time the close finishes, the decision window has already closed with it.
"The forecast is last year's budget plus 10%."
Your plan is an anchor, not a model. Politically negotiated, disconnected from the drivers that actually move your business.
"Can you pull that from the ERP? It'll take a few days."
Your finance team spends 70% of their time consolidating data — and 30% analyzing it. That ratio needs to be reversed.
PMG Services fixes the architecture — at the process layer, the data layer, and the decision layer.
Services
Three linked capabilities. One integrated transformation.
Behavioral Finance Implementation
Most financial decisions are undermined by cognitive bias before any data reaches the table. We audit your decision architecture, design behavioral nudge frameworks, and embed behavioral governance across your planning and reporting cycles.
- Decision Bias Audit
- Nudge Framework Design
- Behavioral Governance
- Change & Adoption Mgmt
FP&A (Financial Planning & Analysis)
Static annual budgets are a strategic liability. We build driver-based rolling forecasts, real-time KPI dashboards, and close-cycle automation — giving your CFO the visibility to act, not just report.
- Driver-Based Forecasting
- Rolling Budget Cycles
- KPI Dashboards
- Variance & Scenario Analysis
Custom Financial Ecosystem
Off-the-shelf platforms were built for the average company. We architect bespoke ERP integrations, automation pipelines, and custom financial tools tailored precisely to your operating model.
- ERP & BI Integration
- Process Automation
- Custom Financial Tooling
- Machine Learning Implementation
Not sure where to start?
We have a fixed answer.
Most finance transformations fail because they try to change everything at once. Our 90-Day FP&A Diagnostic gives you a precise map of what needs to change — and a working forecast model to prove it — before you commit to a larger engagement.
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
Custom ERP Integration
Architected a bespoke financial ecosystem for an aviation startup — featuring Invoice OCR, Liquidity Engine, and Target Operating Model tooling — fully integrated with their existing accounting platform, eliminating manual data entry.
View Case Study →Driver-Based Forecasting
Anaplan-based driver forecasting model built for a pharmaceutical company, achieving 98% revenue prediction accuracy across all major markets.
View Case Study →Transformation,
measured.
Across manufacturing, SaaS & financial services
Average across driver-based model implementations, 2022–2025
Average reduction from 15–20 days to 5–7 days post-implementation
Every engagement has extended or expanded
How We Work
From diagnosis to deployment. No open-ended retainers, no scope creep — just clear phases with defined deliverables at each gate.
Discover
We audit your current state — decision architecture, data flows, processes, and technology. You get a clear, unvarnished picture of where value is being lost before we propose anything.
- Process & decision audit
- Data quality assessment
- Technology landscape review
- Stakeholder alignment sessions
Design
We architect the solution — from behavioral frameworks to technical blueprints. Every design decision is tied to a measurable outcome. No gold-plating, no scope creep.
- Solution architecture
- KPI & success metrics
- Implementation roadmap
- Risk & change management
Deploy
We build, integrate, and embed — with your team, not beside it. Knowledge transfer is built into every sprint so your people own the outcome long 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.
What does behavioral finance consulting involve?
Behavioral finance consulting applies insights from cognitive psychology to identify and correct systematic biases in financial decision-making. This includes conducting a Decision Bias Audit to map where anchoring, overconfidence, and loss aversion distort planning and forecasting — then designing structural nudges and governance protocols that embed better decision habits permanently into your processes.
Where does PMG Services operate?
We work with companies internationally — engagements are delivered remotely and on-site, in both English and German. Our team is experienced with the regulatory and reporting environments of all major jurisdictions.
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, behavioral governance, 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.
Get In Touch
Contact Us
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