FP&A Manager Software, Custom-Built for Financial Ops — North County San Diego
I'm PJ, in Encinitas. If you're an FP&A Manager in financial ops software and your month-end is held together with VLOOKUPs, duct tape, and prayer — I build the thing that actually fixes it.
Quick answer:
- Yes, I build custom FP&A tools (forecasting, variance, board decks, close automation)
- No agency. No SDRs. You text me, I reply.
- Most builds land between a weekend and a few weeks — not months
- First answer is always free. I'll tell you in one text if it's worth doing.
What FP&A Managers actually ask me
Can you pull data out of NetSuite / Sage Intacct / QuickBooks without breaking anything?
Yes. Read-only API pulls into a clean warehouse layer. Your ERP stays untouched, your dashboards get real numbers.
How do I stop rebuilding the same board deck every month?
Template once, auto-populate from source. I've cut 2-day deck cycles down to 20 minutes. It's the single highest-ROI thing FP&A can automate.
Should I buy Anaplan / Planful / Cube — or build?
Depends on scale. Under $50M ARR, a custom tool usually wins on cost and flexibility. Over that, platforms earn their keep. I'll tell you straight.
Can you build me a rolling 13-week cash forecast?
Yes — AR aging, AP schedule, payroll, recurring rev pulled live. Updated automatically, variance vs. forecast tracked weekly.
My CFO wants scenario modeling. Excel is dying. Help?
Python + a simple UI beats 40-tab workbooks every time. Multiple scenarios, no broken links, no "who changed this formula."
What does this cost?
Small automations: a few hundred. Full FP&A system: low-to-mid four figures. Text me the problem, I'll quote it the same day.
Things worth knowing if you run FP&A
Kill the reconciliation loop
If two people are comparing the same number from two systems, that's the automation. Always. Start there.
One source of truth, or give up
Pick your warehouse (even a Postgres DB works) and pipe everything through it. Dashboards read from one place, not five.
Close checklists belong in code
Every recurring journal, accrual, and reclass should trigger itself. Your team reviews — not types.
Variance comments should auto-draft
80% of "why was OpEx up 6%?" is mechanical. A small script drafts the commentary, you edit the nuance.
Board deck = output, not a project
If your deck requires human assembly, you're still doing last century's FP&A. Template, bind, export. Done.
Hire a builder before a headcount
A $5K custom tool often replaces a $90K analyst hire. Not always — but worth asking before you post the req.
