Summit FP&A Advisory helps organizations and business leaders gain clarity, control, and confidence through better financial planning.
Forecast smarter. See further. Decide with conviction.

Who We Are

Strategic Finance for Bold, Data-Driven Decisions

At Summit FP&A Advisory, we help leaders cut through noise and see their business in focus.
We turn numbers into strategy—translating data into clarity, and clarity into confident action.Founded by Greg Kelly, a finance leader known for building FP&A functions from the ground up, Summit partners with organizations and growing companies that need sharp financial insight without the overhead of a full-time team.We’re grounded in integrity, focus, and accountability—operating as a true extension of your leadership team.

Services

Tailored FP&A and Finance Consulting for Growing Organizations

  • Forecasting & Budgeting – Build or refine dynamic, driver-based models that guide confident planning.

  • General FP&A Support – Provide monthly analysis, reporting, and forecasting for executive teams.

  • Financial Modeling & Scenario Planning – Evaluate strategy and future outcomes with clarity.

  • Reporting & Dashboards – Automate insights in Excel, Adaptive Planning, or Power BI.

  • Small Business Finance Support – Help founders understand their numbers, manage cash flow, and plan for growth.

  • Process Optimization – Streamline finance workflows and reduce reporting cycle times.

About Greg Kelly

Greg Kelly is an FP&A executive and consultant with over a decade of experience leading finance transformation across biotech, manufacturing, and real-estate sectors.He’s built FP&A functions from the ground up, automated reporting for C-suite visibility, and led financial strategy for organizations with complex, multi-entity structures. Greg founded Summit FP&A Advisory to help businesses access high-impact financial insight—without the bureaucracy.

Let’s Talk Finance.Whether you need FP&A support, help building financial structure, or just want a clearer view of your numbers — let’s start a conversation.Fill out the form and we’ll connect within one business day.Clarity starts with a single conversation.