Post-merger Financial Planning and Analysis outsourcing to India
Standardising Financial Planning and Analysis (FP&A) and cutting costs after a merger
Following a major merger, a FTSE listed property investment firm with operations in more than 60 countries and 43,000 employees needed a scalable FP&A model. The group had to standardise planning, improve insight, and reduce cost while maintaining service quality. Leadership opted to consolidate FP&A and establish delivery in India, supported by a common enterprise performance management (EPM) platform and a predictable monthly rhythm.
Renaissance Advisory led the scoping, resizing, design and technology enablement for EMEA, consolidating Group FP&A reporting across 17 countries. We standardised the FP&A calendar, defined the target operating model, gathered system requirements and designed the EPM solution. Working with Regional Directors and vendors in the UK and India, we set governance, risks, and mitigations so the transition landed on time and within budget.
Problem statement
The merged organisation required standardised FP&A processes across 60 plus countries, lower run-rate cost, and better decision support. Fragmented reporting, duplicated effort and inconsistent calendars limited visibility and speed. The client needed a scalable shared service model in India, improved EPM tooling and clear operating principles to realise post-merger synergies, maintain service quality and support growth across EMEA while extending coverage for Asia Pacific.
Approach
We managed a three-consultant team to deliver FP&A scoping, resizing, operating model design and technology enablement. Work covered ‘as-is’ assessment, calendar standardisation, target state design, EPM requirements and gap analysis, implementation planning, vendor coordination in the UK and India, value mapping and post-implementation audits. We secured buy-in from FP&A Regional Directors, embedded governance, and delivered a consolidated Group reporting model for EMEA across 17 countries.
Results
The FP&A outsourcing programme to India delivered an estimated 30 to 40 per cent cost reduction, access to specialist skills and extended time-zone coverage for APAC. EMEA Finance was rightsized, removing duplication and improving reporting quality and insight. The business gained a single view of performance, faster planning cycles and a flexible cost base, supporting post-merger integration, ongoing efficiency and decision-ready information for leadership.
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