When financial complexity requires another level: EDP Brasil redefines its FP&A with Pyplan

An energy organization faced with increasing financial complexity

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The energy sector operates in an environment of high regulatory complexity, strong capital investments and multiple lines of business with very different financial dynamics. In this context, EDP Brasil managed its financial planning through a combination of isolated tools and spreadsheets that had become too small in the face of the scale and sophistication of the business.

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Financial teams needed to consolidate information from distribution, generation, transmission, marketing and services, with a high manual burden and models that could not scale. Updating projections was time-consuming, scenarios were difficult to simulate, and visibility for executive levels — including the parent company in Portugal — was limited and not very agile. The lack of an integrated model increased operational risk and made it difficult to make timely decisions.

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The objective: to unify, automate and provide governance to FP&A Of the group

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EDP Brasil defined as a priority to transform its Financial Planning and Analysis process into a single, standardized and scalable system, capable of reflecting the real complexity of the business. The objective was not only to improve the annual budget, but to connect projections, financial consolidation, scenario analysis and reporting in a single collaborative environment.

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The company needed to automate the import and update of data from corporate systems, reduce reliance on manual tasks, and ensure clear rules for consolidation, intercompany deletions and ownership rates. In addition, it was key to have specific models for each business unit, without losing an integrated financial vision of the holding, allowing for agile and consistent analysis at different hierarchical levels.

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Pyplan as a platform for integrated, flexible and scalable FP&A

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With Pyplan FP&A, EDP Brasil implemented a unified financial model that integrated the projection of each business with the group's financial consolidation. Specific models were built for distribution, generation, transmission, commercialization and services, incorporating regulatory modules and portfolio management of energy contracts according to the particularities of each operation.

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The platform made it possible to automatically consolidate the financial statements in the holding, applying intercompany elimination rules, simulating scenarios for buying and selling companies, calculating dividends and different financial contexts. Thanks to Pyplan's flexible modeling engine and integration with internal sources such as ERP, the financial team achieved granular visibility of historical and projected data, with dynamic dashboards and real-time reports.

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The addition of advanced simulation and analysis capabilities made it possible to move from a reactive to a predictive approach, accelerating the updating of monthly forecasts and significantly reducing the time taken to prepare the budget. As a result, EDP Brasil achieved greater clarity for decision-making, robust financial governance and a platform ready to accompany the future growth and complexity of the energy business.

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Is your financial planning process still dependent on isolated forms and models?
Learn how Pyplan can help you integrate, automate and scale your FP&A from end to end.
Learn about our solutions or talk to an expert:
👉 https://pyplan.com/es/entre-en-contacto/

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