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Top Down CPM

The Planful Experts.

Dedicated FP&A partners who turn your Planful investment into long-term value.

Book a value consultation

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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.

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Specialized Focus

We wake up thinking about Planful. Unlike broad consultancies, this is our craft and our focus.

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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

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."

View Our Customers

The Proof is in the Performance.

Real outcomes from organizations that transformed their FP&A with Planful.

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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!"

Ivan Cruz

Director of Finance, Iradimed

Want Proof?

Read More Client Success Stories

Elite Planful Expertise, Wherever You Are.

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North America, Coast-to-Coast.

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.

Explore Industries

Award-winning Expertise.

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.

Meet Our Experts

frequently asked questions

We’re here to answer your questions.

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.

Are you only a Planful partner?

Yes—by design. Depth over breadth.

Do you replace our FP&A team?

No. We enable your team and augment where needed.

Will you work outside North America?

Our primary focus is North America but many of our customers have global reach. Let's discuss your specific needs.

Do you serve nonprofits?

Yes, for larger nonprofits with complex planning needs. We specialize in organizations using Planful for multi-fund accounting, grant tracking, and board reporting

What does a typical engagement look like?

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. Most clients are producing some production level reporting out of Planful within 30 days of kickoff.

How soon can we start?

We can kick off your project within 2 weeks of you signing up.

Do you provide training?

Yes—role-based enablement and admin coaching.

"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."

Andrew Cole

FP&A Manager, ILIA Inc.

Meet our Customers

400+ implementations completed

Meet our Customers