Financial Planning & Analysis
TFG helps early-stage teams use cash-flow models, market research, and operating plans to make finance and growth decisions. Student analysts work with a named engagement lead.
Send a short overview of your team, stage, and the decision or system you need help with.
Email Financial Planning & AnalysisHow We Operate
Discovery
We learn your business, challenges, and goals before scoping anything.
Diagnosis
We assess your current state, gather data, and identify root causes.
Analysis & Strategy
We build models, surface insights, and develop recommendations.
Delivery
We present findings, support implementation, and hand off cleanly.
Why Choose TFG
We scope each project around the decision, data, and deliverables the organization needs.
Built for Early-Stage
We understand startup constraints - constrained resources, evolving needs, and the pressure to execute quickly. Our process is designed around your reality.
Custom-Tailored Work
Every engagement is scoped around your specific problem and goals.
Structured Division Behind You
You get a team with defined roles and managed delivery - an engagement lead, senior analysts, and specialists all working toward your outcome.
High-Impact, Accessible
Professional-quality analysis delivered with the focus and care that early-stage companies deserve.
Our Services
Support across finance, operations, growth, and systems.
Finance & Business Analysis
Strategic Finance & Research
Finance-Related Automation
Work With Us
TFG partners with startups, student ventures, and organizations that need structured financial analysis, strategic support, and hands-on project work. Our members operate like a consulting bench — scoped engagements, clear deliverables, and professional standards.
Financial Planning & Analysis Consulting
Financial modeling, forecasting, market research, and operational strategy for early-stage and growth-stage teams.
Research & Analysis
Sector coverage, competitive landscapes, and investment-style memos tailored to your business questions.
Technical & Systems
Workflow design, data infrastructure, and tooling support for teams building finance and operations systems.
How it works
- 01Share a brief overview of your organization and project scope.
- 02TFG reviews fit and assigns a student project team.
- 03Teams deliver structured work on an agreed timeline with check-ins throughout.
Email us with a short overview of your organization, timeline, and the support you are looking for. We will follow up if there is a strong fit for an upcoming project cycle.
Email TFGFinancial Planning & Analysis As A Training Ground
The Financial Planning & Analysis track gives members practice with financial analysis, client communication, and project delivery.
Areas of Work
Financial Analysis & Forecasting
Build financial models, conduct variance analysis, and develop multi-year forecasting frameworks for client organizations.
Market Research & Competitive Analysis
Conduct industry research, map competitive landscapes, and surface market intelligence to inform strategy.
Business Strategy Development
Structure and facilitate strategic planning engagements, from go-to-market planning to growth roadmapping.
Operational Improvements
Identify inefficiencies in business processes and design solutions to improve throughput and reduce cost.
Technology Consulting & Implementation
Advise on digital infrastructure, workflow automation, and system implementation for growing organizations.
AI Integration & API Systems
Design and implement AI-driven workflows, API integrations, and data automation pipelines.
How Members Work
Engagement Lead
Manages the project and client relationship. Sets deliverables, timelines, and communication cadence.
Senior Consultant
Leads analysis and project coordination. Owns the core work product and guides junior team members.
Consultant
Conducts research and develops insights. Builds models, slide decks, and analytical frameworks.
Analyst
Supports data gathering and analysis. Executes research tasks and contributes to deliverables.
Skills Members Develop
Related Career Paths
Who We Work With
We partner with early-stage startups, student-run ventures, and small-to-medium businesses that need financial clarity.
Interested in Financial Planning & Analysis?
Recruitment runs each academic quarter; applications are currently closed. The Financial Planning & Analysis track gives members structured exposure to consulting-style problem solving, corporate finance, and operator-level execution.