Transfer Pricing for Financial Services (UK)

AnaplanAppHub
Not applicable
The Transfer Pricing for Financial Services App is a proof of concept model to demonstrate how principles of cost allocation and transfer pricing can be calculated and reported in Anaplan. The application demonstrates how both inter an intra-legal entity reallocation's of costs can be achieved using a top down multi-step waterfall approach.

Information

Business Function
FinanceTax & Treasury
Industry
BankingInsuranceInvestment Management
App Last Updated
January 24th, 2017
Size
4.28 GB
Language
English
Terms & Conditions

App stats

Modules
15
Roles
1
Formulas
54
Reports
16
Complexity
Advanced

 

 

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Features

Process and Compare Multiple Data Sets
  • Actual, Budget, Forecast, Scenario and MI Versions
  • Run as part of the month end process
  • Quickly understand how actual/forecast numbers diverge from the budget and what adjustments will need to be made
  • Align management reporting allocation and transfer pricing
  • Run what if scenarios to model potential changes to policy
Cost Allocation Modeling
  • Waterfall allocations of support costs
  • End user control over drivers and cost targets through easy to use dashboards
  • Calculation of denominator based cost targets, no replication of driver loads for different allocation paths
  • Multi-stage allocations
Transfer Pricing Principles
  • Set Mark-Up percentages by function
  • Automatically ensure mark-up is only applied on transactions between different legal entities
  • Model exclusions from transfer pricing recharges such as shareholder activities or non-beneficial / duplicated activities
  • VAT Recovery modeling
Transparent Analysis and Reporting
  • Follow each stage of the allocation and Transfer Pricing policy setting process
  • View recharges from both the recharging and receiving entity perspective
  • Full granularity of data maintained through each stage of the process
  • Full audit history with the ability to roll back

PwC

Imagine the power of 180,000 people with a common purpose—building relationships that create value for you and your business. This is PwC. Every day, our people work with you to build the value you are looking for. Our specialist financial and performance management teams optimize the use of Anaplan to align planning, consolidation, reporting, and analytics processes, systems, and information to provide business insights that drive better decisions and actions.

Website
http://www.pwc.com/
Address

PwC United States

New York, NY 10017

Phone: +1 (646) 471-3000

Website: http://www.pwc.com/us/en/increasing-finance-function-effectiveness.html

email: pwc.anaplan@us.pwc.com

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PwC Australia

Syndey, Australia

Phone: +61 2 8266 0000

Website: http://www.pwc.com.au/

email: ian.bennett@pwc.com

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PwC United Kingdom

London, United Kingdom

Phone: +44 (0) 20 7583 5000

Website: http://www.pwc.co.uk/

email: nigel.wilson@uk.pwc.com

Email
Country Specific (see above)