Management P&L across entities
A waterfall management P&L consolidated across entities, with actual versus budget and variance the finance team can trust.
- Net revenue
- $248.6M
- year to date
- Gross margin
- 38.4%
- after COGS and COS
- EBITDA margin
- 14.2%
- before D&A and financial
- Net income
- $18.9M
- after income tax
Illustrative figures · fictitious client · under NDA
The challenge
A group with several entities closed a management P&L by hand each month, so it arrived late, differed by preparer, and was hard to trust or drill into.
What we built
We built a governed financial model and a Power BI waterfall P&L that consolidates entities, compares actual to budget, and drills from the statement line to the transaction.
- A governed consolidation model across entities.
- A waterfall management P&L with actual, budget, and variance.
- Drill-down from the statement line to detail.
Outcomes
- A management P&L that is the same every month.
- Actual versus budget with explainable variance.
- Consolidation without a manual close.
The dashboard we delivered
Monthly EBITDA margin
Actual against budget, as a percentage of net revenue
Net revenue by business unit
Click to open by cost center
Accounts in the slice
Actual against budget, account by account
Illustrative dashboard with the structure delivered on the project. Client names and figures are fictitious and under NDA.
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