In business, plans rarely unfold exactly as expected. Delays, unexpected costs, or supply issues can quickly make the original budget outdated.
That’s why forecasting matters. By regularly updating assumptions and adjusting budgets to reality, you ensure decisions are based on current and reliable data — keeping your company aligned and in control.
We believe reliable forecasting comes from working closely with your team. We adopt deep analytical rigour and align on your reality. Throughout the process, we stay transparent and solution-oriented, ensuring your team gains the clarity and confidence needed to take the right decisions.
01
Initial deep dive
Our process kicks off with an in-depth analysis of your company’s financial history and present condition, working closely with your team to ensure comprehensive understanding and alignment.
02
Challenging assumptions with Management
Next, we engage in detailed discussions with management to rigorously examine and question future assumptions.
03
Setting Clear KPIs
Finally, we define transparent and actionable Key Performance Indicators (KPIs) that enable both management and team members to directly see the effect of their efforts. When further insights are needed to define them, we leverage industry benchmarks informed by our experience with similar clients.
04
Updating the Annual Budget
This phase involves revising the most recent annual budget by taking into account the latest financial or operational outcomes to ensure that new budget (forecast) takes into account current realities.
At the end of this collaborative work with the company’s leaders, the Altesia expert delivers structured outputs including, for example:
Forecasts on the P&L and cash flow;
A final table, using the same nomenclature as the budget, summarizing and putting into perspective the different assumptions based on the actual figures of the company;
Slides outlining the various KPIs and shedding light on the different considered assumptions, risks, and future needs, etc.;
Charts and tables that use the company’s graphic charter and are directly usable by management for their reports and communication;
A report offering various solutions (investments, refinancing, etc.) to bounce back in case a considered assumption does not unfold as expected… »
What we don’t do
What we don’t do
Working with Altesia ensures you excellent work ethics and professional integrity.
Altesia is committed to practical and no-nonsense financial forecasting.
This means that we will avoid the following approach:
We won’t endorse financially unviable or high-risk financing options.
We don’t just deliver reports, we make sure they correspond to the company’s need and can be used and understood on a day-to-day basis.