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Financial Planning and Analysis (FP&A) and Enterprise Performance Management (EPM)
Overview
Volatility isn’t waiting. Neither should your finance function. Today’s environment demands more than annual budgets and static forecasts. You need real-time insight. Scenario clarity. The ability to pivot—at pace. We help you redesign financial planning and enterprise performance management into one connected system powered by cloud platforms, data and artificial intelligence. So you can anticipate change, not chase it.
Market trends
Capabilities
- FP&A Operations
- OneStream EPM
- Anaplan EPM
- Oracle EPM
- SAP EPM
- Workday Adaptive
- Tech & AI Tax Credits & Incentives
FP&A Operations
Reimagine FP&A as a strategic value creator with predictive forecasting, agentic automation, and business insight. PwC helps organizations modernize planning, forecasting, reporting, and analytics by connecting data, technology, and operating models. We enable finance teams to improve agility, accelerate decision-making, and deliver actionable insights that drive business performance and scalable growth.
OneStream EPM
OneStream enterprise performance management platform
PwC helps you realize the full potential of OneStream by bringing planning, consolidation, reporting, and analytics together in a unified, AI-enabled platform. We combine deep finance transformation experience with proven implementation capabilities to streamline processes, strengthen governance, and elevate data quality. The result is a more connected finance function—equipped with predictive insights, improved forecast precision, and the agility to adapt as your business evolves.
Anaplan EPM
Anaplan enterprise performance management platform
PwC helps you harness the power of Anaplan to drive integrated, driver-based planning, financial consolidation, and storytelling, across finance and broader enterprise. Leveraging our Finance, Sales, Operations, and HR domain knowledge and deep Anaplan expertise, our scalable solutions elevate transparency, strong governance, and decision cycles. By enabling real-time collaboration and advanced scenario modeling, we help create a planning ecosystem that is resilient, data-driven, and insight-based in a rapidly changing business environment.
Oracle EPM
Oracle enterprise performance management solutions
Our Oracle EPM capabilities bring together strategy, process, data, and technology to deliver business-led, digitally enabled transformation — not just system implementation. Our Oracle EPM services span the full lifecycle: from defining a clear finance vision and value case, to roadmap development, future-state design, requirements, and end-to-end Oracle implementation. We integrate governance, controls, data strategy, and change management to drive adoption and measurable outcomes.
SAP EPM
SAP financial planning and analytics
Plan smarter. Perform stronger. Unlock the Future of Finance with SAP EPM. We connect financials with operational drivers in SAP so our clients can derive insights and model scenarios efficiently, standardize reporting, and see the impact of change as it happens. Our SAP EPM services include Design and Implementation of Financial Planning and Analysis leveraging PwC Leading Practices enabled in SAP Business Data Cloud or SAP Analytics Cloud for Planning, Group Reporting for Financial Consolidation and Profitability and Cost Management to deliver a single source of truth, transparent KPIs, and actionable insights—resulting in more accurate forecasts, reduced cycle times, more resilient performance and actionable insights.
Workday Adaptive
Workday Adaptive Planning solutions
Markets shift. Workforce needs evolve. Your planning model should too. We implement Workday Adaptive Planning to connect budgeting, workforce modeling and operational drivers in one dynamic environment. You can test scenarios, align teams and act with clarity—without waiting for the next cycle.
Tech & AI Tax Credits & Incentives
Technology and AI Tax Incentives Strategy
Technology and AI investments often qualify for federal, state and global incentives that offset modernization costs. We align your incentive strategy with your transformation roadmap so you can strengthen compliance, improve return on investment and reinvest in future innovation.
Insights
Case studies
