
Direct access to expert instructors with 2 decades of Financial Planning and Analysis experience
CourseBy Asif Masani

Direct access to expert instructors with 2 decades of Financial Planning and Analysis experience
CourseBy Asif Masani

Bundle

Learn the fundamentals of Financial Modelling and build a strong foundation for financial analysis, Budgeting and Forecasting
CourseBy Asif Masani

I love FP&A. But I also realize that you may not be working in FP&A for all of your career. That is why it is important to learn what other options exist after working in FP&A FP&A professionals have many options for career advancement or lateral moves within their organization or elsewhere. Whether you are interested in internal promotion, controllership, treasury or consulting. You can get into investment banking, private equity, venture capital, portfolio management and more....
Digital file1 fileBy Asif Masani

Month End report Quarterly Business review Operating plan deck Latest estimate/Outlook deck Headcount/ Manpower Reporting Flash Reporting Risk & Opportunities Assessment Ad Hoc reporting Other Common report
Digital file1 fileBy Asif Masani

1. What Is Variance analysis? 2. Sales Volume, Price Vs Cost Variance 3. Three Crucial Question to ask in Variance Analysis Why did this happen? What action should be taken? Is it matter of scale or direction?
Digital file1 fileBy Asif Masani

Practical insights and hands-on experience in building effective budgets and forecasts.
CourseBy Asif Masani

If you want to experience near real Financial Modeling implementations and not just passive learning make sure to sign up for the Challenge here
CourseBy Asif Masani

If you want to experience near real FP&A implementations and not just passive learning make sure to sign up for the Challenge here
CourseBy Asif Masani

5️⃣ Interview tips for FP&A 1. Understand Business 2. Study Financials 3. Ask Questions 4. Questionnaire/Assignment 5. During Interview
Digital file1 fileBy Asif Masani

Broadening Skill Sets Impacting Business Outcomes Dynamic Work Environment Global Opportunities and Mobility Continuous Learning Cross-functional Collaboration Seeking a Strategic Role
Digital file1 fileBy Asif Masani

FP&A is just about creating budgets. FP&A is only for finance professionals. FP&A is a boring and mundane job. FP&A is all about numbers FP&A is only about the past and present. FP&A is only about cost-cutting. FP&A is only for large organizations. FP&A is a standalone function FP&A is a dead-end career.
Digital file1 fileBy Asif Masani

1. Budgeting 2. Forecasting 3 . Variance Analysis 4. Profitability Analysis 5. Data Storytelling 6. Data Analysis 7. Management Reporting Month end Report Flash Report Risk & Opportunities Balanced scorecards KPIs/ OKR
Digital file1 fileBy Asif Masani

The Strategic Role of FP&A in Business Success How Budgeting and Forecasting shape long-term financial strategy. Transforming Data into Actionable Insights Using Data Storytelling to make financial insights more compelling and accessible Enhancing Business Partnerships through FP&A
CourseBy Asif Masani

Mastering AI: From Fundamentals to Advanced Applications for Finance Professionals. CFOs Office can use AI to enhance FP&A through advanced forecasting, scenario analysis and automated data analysis.
Digital file1 fileBy Asif Masani

Mastering AI : From Fundamentals to Advanced Applications for Finance. Most organizations will implement AI in their finance workflow. Your chance to be future ready finance professional. Learn the AI tools and techniques for tomorrow’s challenges.
CourseBy Asif Masani

What differentiates FP&A roles? Key skills for FP&A success Get insider tips on FP&A career growth Understand how FP&A certifications can help
CourseBy Asif Masani

The purpose of this book is to give you all the fundamental and important FP&A concepts. And do that in an easy-to-understand and digestible format. The book is split into 5 main sections, and 13 bite-sized chapters. It will give you many different examples to help you develop a deeper understanding of important FP&A concepts
Digital file1 fileBy Asif Masani

If you are starting your career in FP&A then this playbook is for you.
Digital file1 fileBy Asif Masani

Everything on FP&A from Budgeting to Forecasting, Strategy to Business Acumen, Management reporting to Data Story telling & FBP
CourseBy Asif Masani

Moving from Audit to FP&A role
CourseBy Dhawal Parvatikar

Budgeting and Forecasting Cheat sheet - FPI contains the following: Budget v/s Annual Operating Plan 3 Pain Points in Budgeting 8 Steps Capital Budgeting
Digital file1 fileBy Rosemary Lobo

Digital file1 fileBy Asif Masani

What is Finance Business Partnering? FBP Definitions. Accountant v/s FBP Mindset FBP Skills required 3 Step FBP Framework
Digital file1 fileBy Asif Masani

Business Partnering Cheatsheet 1. Principles: Trust, alignment, shared goals 2. Practices: Clear communication, feedback, data-driven 3. Tips: Know business needs, build stakeholder relationships, value creation 4. Focus: Financial acumen, performance, change management 5. Goals: Better decisions, business growth, efficiency
Digital file1 fileBy Asif Masani

In this guided capstone project, we review the budget data and turn them into a powerful CFO-level Presentation. Step by step, you'll master data review, budget consolidation, insight generation, and storytelling to deliver actionable recommendations to senior management.
CourseBy Asif Masani

CGFPA is a 6 month in depth Certification Program. Designation for finance professionals aimed at enhancing and certifying their skills in Financial Planning and Analysis to meet global industry standards.
CourseBy Asif Masani

CGFPA is a 6 month in depth Certification Program. Designation for finance professionals aimed at enhancing and certifying their skills in Financial Planning and Analysis to meet global industry standards.
CourseBy Asif Masani

This course, ChatGPT for FP&A: Mastering ChatGPT for Data-Driven FP&A Insights, is designed to equip FP&A professionals and finance enthusiasts with the skills to leverage ChatGPT for improved efficiency, data analysis, and decision-making. As AI rapidly evolves, knowing how to incorporate tools like ChatGPT into financial workflows has become a vital skill. Throughout the course, you’ll learn how to use ChatGPT to streamline essential FP&A tasks, including data analysis, management reporting, budgeting, forecasting, and business case development. You'll gain hands-on experience with practical use cases, such as writing management commentaries, conducting scenario and competitor analysis, and preparing budget timelines—all with the support of ChatGPT.
CourseBy Asif Masani

Information Webinar on Certified Global FP&A Professional (CGFPA) where we walk you through the curriculum, eligibility criteria and answer questions you may have
CourseBy Asif Masani

The CGFPA stands for Certified Global Financial Planning & Analysis Professional, a certification for finance professionals aimed at enhancing and certifying their skills in FP&A to meet global industry standards.
Digital file1 fileBy Asif Masani

CGFPA is a 6 month in depth Certification Program. Designation for finance professionals aimed at enhancing and certifying their skills in Financial Planning and Analysis to meet global industry standards.
CourseBy Asif Masani

A CFO's responsibilities can be divided into two broad categories, compliance and commercial. Most of us start as accountants and compliance focused roles. As we move towards the path of the CFO, one needs to be commercially savvy as well. This training will show you a path to move towards commercial roles.
CourseBy Dhawal
The DFY Ratio Analysis template is designed to save you time, effort, and headaches.
Digital file1 fileBy Asif Masani

Let's dive into 13 everyday charts that every FP&A professional should know. 🟢Bar Chart 🟢Line Chart 🟢Pie Chart 🟢Heat Maps 🟢Gantt Chart 🟢Bubble Chart 🟢Scatter Plots 🟢Histogram Chart 🟢Bullet Charts 🟢Highlight Table 🟢Tree maps 🟢Box-and-Whisker Plot 🟢Waterfall Charts / Walks
Digital file1 fileBy Asif Masani

Data Visualization Cheat Sheet - Bar Chart - Line Chart - Pie Chart - Maps - Gantt Chart - Bubble Chart - Scatter Plot - Histogram - Bullet Chart - Highlight Table - Tree Map - Box and Whisker Plot - Waterfall Chart
Digital file1 fileBy Asif Masani

Data storytelling and Business Partnering Cheat sheet - FPI contains the following: Data Visualization Cheatsheet. Business Partnering Cheatsheet. Right skilling FP&A Framework. 4 Financial Mindset Personas
Digital file1 fileBy Rosemary Lobo

Digital Analysis and Modelling Cheat sheet - FPI contains of the following: Data Analysis Cheat sheet Revenue Model Cheat sheet Hospitality KPI's Cheat Sheet
Digital file1 fileBy Rosemary Lobo

FP&A Calendar quick summary Cheat Sheet
Digital file1 fileBy Asif Masani

Here is what is inside: ✳️ What is FP&A? ✳️ Top 10 FP&A Skills ✳️ 10 Ways to Analyse Data ✳️ 7 Approaches to Budgeting ✳️ Top 12 Management Reports ✳️ 3 Key Pain Points in Budgeting ✳️ 5 Types of Financial Projections ✳️ 7 Qualities of a Management Report ✳️ Traditional vs Rolling Forecast with Examples
Digital file1 fileBy Asif Masani

FP&A Cheat sheets FPI contains of the following: -FP&A Cheat Sheet -FP&A Calendar -5 FP&A Interview Tips -13 FP&A Most Common Reports -FP&A Masterclass -9 Key FP&A Functions -FP&A Job Description Cheat sheet
Digital file1 fileBy Rosemary Lobo

Everything you need to build strong foundations in FP&A
CourseBy Dhawal Parvatikar

Step by Step Interview Preparation guide with templates and frameworks
CourseBy Asif Masani

Your Go-To Resource for FP&A Interview Prep. with 30+ of the most asked FP&A interview questions each paired with a scannable video guide.
Digital file1 fileBy Asif Masani

Unlock the key insights required to excel in Financial Planning & Analysis (FP&A) and stand out in interviews. This course delves into essential financial concepts, strategic budgeting techniques, and advanced forecasting methods that drive business success. You’ll start by understanding the core principles of budgeting and forecasting, exploring different methodologies such as Zero-Based Budgeting (ZBB), Top-Down & Bottom-Up approaches, and Rolling Forecasts. Learn how to conduct variance analysis, interpret financial data, and present actionable insights that drive business decisions. Finally, explore the challenges and limitations of FP&A. Gain a deeper understanding of how FP&A professionals support the Office of the CFO, contribute to financial strategy, and influence long-term business objectives. Through real-world exercises, including building revenue budgets and forecasting scenarios, you’ll apply your knowledge in practical settings.
CourseBy Asif Masani

Launchpad the self paced (recorded) program which covers all the fundamentals of Budgeting, Forecasting, Management Reporting and more. Ideal for beginners.
CourseBy Asif Masani

Direct access to expert instructors with 2 decades of Financial Planning and Analysis experience
CourseBy Asif Masani

Learn FP&A with hands-on training in budgeting, forecasting, management reporting, data storytelling, and business partnering. Elevate your FP&A skills to create impact, influence stakeholders, and kickstart your career in FP&A.
Digital file1 fileBy Asif Masani

Live coaching program with direct access to expert instructors with 2 decades of Financial Planning and Analysis experience. Interactive learning, case studies, group activities and simulations.
CourseBy Asif Masani

Recordings of the monthly Mastermind Calls
CourseBy Asif Masani

Step by Step Resume Preparation guide with best practices, Dos and Don'ts
CourseBy Dhawal Parvatikar

CourseBy Asif Masani

Step by Step Walkthrough of My Resume ..... that got me 10+ offers and 3 FP&A Roles
CourseBy Asif Masani