Dedicated FP&A partners who turn your Planful investment into long-term value.
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why choose top down cpm?
Purpose-built for Planful. Built for Finance.
At Top Down CPM, we believe that Financial Planning & Analysis (FP&A) should be more than a compliance exercise — it should be a strategic advantage. Companies today face increasingly complex financial environments, from volatile markets to demanding board expectations. That’s why we focus exclusively on Planful, the leading FP&A platform, and on Adra for close management. By aligning people, processes, and technology, we help organizations turn their planning and reporting tools into engines of agility, insight, and growth. Whether you’re just beginning your Planful journey or you’re looking to maximize ROI on an existing system, our team ensures every Implementation Sprint (7–10 days) and every quarterly Value Sprint (90 days) leads to measurable results.
Specialized Focus
We wake up thinking about Planful. Unlike broad consultancies, this is our craft and our focus.
Top Down CPM
12:13pm
I've updated your value sprint roadmap — I will touch base with you shortly to go over the report and answer any questions you might have.
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Finance-First Team
CFOs, controllers, and FP&A leaders who've lived your close, forecast, and reporting cycles.
Continuous Value
Value sprints and continuous optimization drive adoption and outcomes over your full subscription lifecycle.
Award-Winning Expertise
5x
Planful Platinum Partner
Recognized five times as a Platinum Partner for excellence in implementation and customer success.
400+
Implementations
Over 400 organizations trust us to deliver practical, measurable outcomes on the Planful platform.
Hear directly what our clients have to say:
"Partnering with Top Down CPM has proven to be one of the most impactful decisions our department made following the implementation of Planful through a different third-party provider.
The depth of expertise within Top Down’s organization—particularly in Planful—is truly invaluable."
Real outcomes from organizations that transformed their FP&A with Planful.
Pharma | BioTech | Medical
"We wrapped up ahead of schedule and under budget"
"Because of the support we got from Top Down, we were able to complete the entire implementation with just one dedicated FTE on our side. That saved us a ton of time and effort—and we even wrapped up ahead of schedule and under budget. Really appreciate the partnership!"
Whether you're in manufacturing, retail, or tech, Top Down CPM brings Planful expertise directly to your finance team. Our distributed consultants are strategically located across the continent, ready when you need us.
Top Down CPM brings seasoned finance leaders who've lived your challenges—CFOs, controllers, and FP&A directors turned consultants. No junior resources, no learning curve—just proven practitioners delivering measurable outcomes.
We've helped hundreds of finance teams unlock Planful value—and here's where we answer the most common questions about implementations, sprints, and pricing with transparency and care.
Yes, for larger nonprofits with complex planning needs. We specialize in organizations using Planful for multi-fund accounting, grant tracking, and board reporting
A typical engagement is a ~4-month implementation delivered through 7–10 day Implementation Sprints, followed by quarterly 90-day Value Sprints to keep compounding ROI.
"Having a dedicated point person for both high-level guidance and deep-dive Planful questions meant we could configure Planful to address our specific business structure."
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