Engagement
Monthly Variance Review Retainer
A recurring month-end cadence where we prepare the variance narrative and sit with your controller before the leadership pack goes out.
Who it is for
Lean finance teams that need consistent month-end storytelling without hiring a full FP&A bench.
What you leave with
Predictable month-end variance notes and a standing review call each close cycle.
Scope
One primary entity or business unit; additional entities quoted separately.
Included
- Monthly variance draft within agreed close window
- One review call per month
- Tracked open questions for the following close
Not included
- Ad-hoc board strategy papers outside variance scope
- Payroll or accounts payable processing
How the work proceeds
- Close calendar alignment
- Monthly draft
- Review call
- Pack finalisation
Preparation
Stable chart of accounts and a named internal owner
Constraints: Data must arrive by the agreed cut-off each month