built on planful

Built on Planful Mastery, and proven results.

Our team lives in Planful every day—former Planful leadership, certified experts, and finance practitioners who know the platform inside and out. That expertise becomes your advantage.
By the Numbers.
Top Down CPM was founded on a simple but powerful principle: depth beats breadth. While many consultancies offer a little bit of everything, we chose to specialize exclusively in Planful and Adra. This dedication allows us to build unmatched expertise, stay on the cutting edge of platform updates, and create methodologies tailored to finance leaders who depend on these systems.

Our clients range from $100M to $1B in revenue, spanning industries like manufacturing, retail/CPG, technology, and healthcare. What unites them is the need for a trusted partner who can help them achieve sustained value from their FP&A investment. Our mission is to help organizations realize long-term value, not just go live. Too often, companies implement FP&A software only to see adoption falter or models stagnate. We counteract that by focusing on continuous value arcs — quarterly sprints that build capability step by step, ensuring your Planful subscription delivers year after year. Our story is one of practitioners turned advisors, bringing credibility and empathy to every engagement. We don't just configure systems; we transform how finance teams work.
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400+
Implementations Completed
Over 400 organizations trust us to deliver practical, measurable outcomes on the Planful platform
100%
Planful-Certified
All Top Down CPM employees are 100% Planful certified, ensuring deep technical mastery and best-practice implementation.
5x
Planful Partner
Recognized five times as a Planful Platinum Partner for excellence in implementation and customer success.
Our Core Beliefs
Top Down CPM was founded by Richard Broome and Pete Dwyer to do one thing exceptionally well: deliver outcomes on the Planful platform. From day one, we chose depth over breadth—building a team of former finance leaders and solution architects who have owned real budgets, closes, and board decks. Today, our distributed team supports organizations across North America with a hands-on, expert-level partnership.
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Focused beats generalist.
Dedicated to Planful.
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Finance drives design.
Tools conform to process, not the other way around.
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Value, not vanity.
Sprints that ship outcomes you can measure.
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Relationships matter.
High-touch, transparent, and aligned.
Business Performance Dashboard showing forecast vs actuals including net income, average sales price, FTE count, revenue and units trend, OPEX comparison, and cash flow trend charts.
Trusted Across Industries
Our Planful expertise spans diverse industries—from manufacturing and medical devices to retail and technology. We understand the unique planning challenges, regulatory requirements, and reporting needs that drive each sector.
including:
  • Industry-specific dimension structures and driver models
  • Compliance-ready reporting for regulated sectors
  • Multi-location consolidation and plant-level P&Ls
  • SKU, channel, and product-line profitability analysis
  • Much more...
Explore Industries
Explore Industries
Spg Global Specialists
Global specialty products manufacturer and distributor serving industrial and commercial markets with engineered solutions.
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Solv Holdings
Holding company operating diversified businesses in logistics, transportation services, and related industrial sectors.
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Careers at Prospect
Meet the finance practitioners who turn Planful into your strategic advantage.
Behind every successful Planful implementation is a team that truly gets it. Our expert consultants bring real finance experience—not just technical know-how. We've owned budgets, managed closes, and presented to boards. That's why our clients treat us like an extension of their finance team.
Meet Our Team
Meet Our Team