Transforming Financial Strategies Across Industries

Industries We Serve

At Amplify FP&A, we specialize in delivering tailored financial solutions to industries with unique challenges and goals. Leveraging the power of Workday Adaptive Planning, we streamline financial processes, empower data-driven decisions, and help businesses achieve measurable success.

Asset Management

• Improve portfolio forecasting and cash flow management.

• Automate reporting for better transparency and investor confidence.

• Gain insights to optimize fund performance and decision-making.

Construction

• Streamline project budgeting and cost control.

• Enhance forecasting for labor, materials, and equipment needs.

• Achieve financial clarity in an ever-changing landscape.

Financial Services

• Build scalable models for revenue growth and regulatory compliance.

• Optimize expense tracking and profitability analysis.

• Make real-time decisions with powerful dashboards and insights.

Insurance

• Simplify state-level financial reporting and forecasting.

• Automate data consolidation for accuracy and efficiency.

• Enable faster, smarter decision-making with real-time insights.

Life Sciences

• Manage R&D budgets and streamline resource allocation.

• Enhance forecasting for product launches and market changes.

• Align financial strategies with regulatory requirements.

Manufacturing

• Improve supply chain planning and cost control.

• Build dynamic forecasting models for production efficiency.

• Adapt quickly to market demands with agile financial processes.

Private Equity

• Gain clarity into portfolio performance with custom reporting.

• Improve cash flow forecasting for investment strategies.

• Support growth with scalable financial planning solutions.

Retail

• Align workforce planning with demand forecasting.

• Streamline payroll and resource allocation for efficiency.

• Gain a clearer picture of profitability across projects.

• Plan for seasonal shifts with accurate demand forecasting.

• Optimize inventory, labor, and operational costs.

• Enhance profitability with real-time sales and expense insights.

SaaS (Software as a Service)

• Simplify subscription-based revenue forecasting.

• Gain actionable insights into ARR, MRR, and churn metrics.

• Scale financial processes to match rapid business growth.

Staffing

Real Results. Proven Success.

Amplify FP&A has helped over 150 businesses transform their financial strategies. Our tailored solutions deliver measurable impact—driving growth, improving decision-making, and streamlining operations.

A financial services client wanted to automatically import actual SG&A expenses into a Modeled Sheet, matching budgeted figures while retaining notes. We implemented an Adaptive-to-Adaptive integration using join tables, union tables, and custom SQL to automate the process - ensuring seamless integration of actuals and budget data. Now, budget owners can easily view both actuals and budgeted SG&A expenses in one place.

Financial Services Provider

Industry

An insurance provider struggled to produce state-level forecasted income statements due to data limitations and versioning issues. We built a seamless, automated solution in Workday Adaptive Planning - eliminating manual upkeep and delivering real-time insights. Now executives can access accurate, state-level financials instantly, empowering smarter, faster decision-making.

National Insurance Carrier

Industry

Automating SG&A Expense Integration

Region Allocation Model: Solving Forecast Challenges

Optimizing Headcount Planning for 100+ Healthcare Locations

We partnered with a healthcare provider managing over 100 physical therapy locations to streamline headcount planning. Using Workday Adaptive Planning, we developed a model that utilized forecasted patient volumes, historical data, and location-specific inputs to calculate precise staffing needs by location and specialty. This solution provided actionable insights for hiring, transfers, or reductions—empowering data-driven workforce decisions with zero ongoing maintenance required.

Healthcare Provider

Industry

A staffing industry leader sought to enhance their Workday Adaptive Planning processes by transitioning from a standard Account and Level intersection to multi-dimensional planning. To meet their evolving business needs, we converted shared formulas, models, and logic into a dynamic linked model. This upgrade provided unprecedented transparency, enabling the team to identify which sheets and forecasted accounts were driving final results. The result was a powerful, adaptable system that preserved locked historical budgets while supporting faster, smarter decision-making.

Transforming Forecasting and Reporting for a Staffing Leader

Staffing Industry Leader

Industry