Adaptive Planning & FP&A Systems background

VTX Studio – Financial Planning & FP&A Systems

Financial Planning
& FP&A Systems

Budgeting, forecasting, and planning systems that your finance team can actually trust.

We design, implement, and manage the planning infrastructure your business needs — from model architecture to integrations to reporting. Deep expertise in Workday Adaptive Planning.

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What this service covers

We act as your external planning systems partner — keeping your FP&A environment healthy, scalable, and aligned with how your business actually operates.

  • Full platform administration (versions, levels, dimensions, users, security)
  • Budgeting, forecasting, and scenario model design and refinement
  • Model build and enhancement (sheets, rules, allocations, driver-based logic)
  • Report and dashboard design
  • Data integrations with ERP, HRIS, data warehouses, and CSV pipelines
  • Process governance for planning calendars and change management
  • Training, documentation, and support for finance and business users

How we work

01

Assess & Stabilize

We review your current planning environment, fix urgent issues, and identify quick wins for the next cycle.

02

Design

We define the target-state model, reporting layer, and integration approach based on how your business plans.

03

Implement

We build or refactor models, reports, and integrations — validating logic and data with your FP&A team.

04

Partner

We stay on as your ongoing planning systems partner, supporting monthly closes and planning cycles.

Why this matters

Why this matters

When planning systems are under-used or poorly configured, finance teams fall back to spreadsheets, manual workarounds, and numbers that are hard to trust. A well-run planning environment gives you one source of truth for plans, forecasts, and KPIs — with less time spent wrestling the tool.

Who this is for
  • Finance teams that need a dedicated, experienced planning systems admin
  • Scaling companies that need to evolve their models beyond the original implementation
  • Organizations migrating planning processes off spreadsheets
  • FP&A teams that want better reporting and integrations with ERP, HRIS, or data platforms
Example engagements
  • Acting as external Adaptive Planning admin and solution architect for two US-based companies with ongoing model and reporting needs
  • Building a full budget model for a hospitality group's new property — 80+ tabs covering all operational divisions
  • Redesigning revenue, personnel, and OPEX models to support new business strategies
  • Implementing integrations from ERP and HRIS into planning systems for automated actuals loading
VTX Studio background

Want to strengthen your financial planning setup?

Book an intro call