FP&A Masterclass Batch 11

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

• Course
• By Asif Masani

FP&A Masterclass Batch 10

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

• Course
• By Asif Masani

FP&A Infographic Pack

• Bundle

Master Financial Modelling for FP&A (Batch 5- Apr 2024)

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

• Course
• By Asif Masani

Master Financial Modelling for FP&A - July 2024

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

• Course
• By Asif Masani

10 Recommended Books FP&A

Here are the 10 FP&A Books i recommend to get started in FP&A

• Digital file
• 1 file
• By Asif Masani

13 FP&A Exit Strategies

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 file
• 1 file
• By Asif Masani

13 FP&A Most Common Reports

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 file
• 1 file
• By Asif Masani

3 Crucial Questions in Variance Analysis

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 file
• 1 file
• By Asif Masani

3 Day Budgeting and Forecasting Bootcamp

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

• Course
• By Asif Masani

3 Day Financial Modeling FP&A Challenge

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

• Course
• By Asif Masani

3 Pain Points in Budgeting

3 Pain Points in Budgeting 👉 Ineffective Technology 👉 Long Cycle Times 👉 Gaming/Stretch Behavior

• Digital file
• 1 file
• By Asif Masani

5 Day Accounting to FP&A Challenge

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

• Course
• By Asif Masani

5 FP&A Interview Tips

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

• Digital file
• 1 file
• By Asif Masani

7 Most Common FP&A Interview Questions

7 Most Common FP&A Interview Questions

• Digital file
• 1 file
• By Asif Masani

7 Motivations for Moving to FP&A

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

• Digital file
• 1 file
• By Asif Masani

9 FP&A MYTHs

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 file
• 1 file
• By Asif Masani

9 Key FP&A Functions

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 file
• 1 file
• By Asif Masani

9 Key FP&A Functions

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

• Course
• By Asif Masani

AI for Finance and FP&A Brochure

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 file
• 1 file
• By Asif Masani

AI for Finance and FP&A Masterclass

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.

• Course
• By Asif Masani

Accelerating FP&A Career Path

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

• Course
• By Asif Masani

Accounting to FP&A Growth Journey

● Comfort Zone: Stuck in a dead end job with no learning and growth prospects ● Fear Zone: Overcome self-doubt and start learning about FP&A. ● Learning Zone: Understand What FP&A professionals do Learn Budgeting, Forecasting and Management Reporting. Acquire in demand FP&A skills financial modeling, business partnering, and data storytelling. ● Growth Zone: Embrace continuous learning mindset and work on communication,leadership, business strategy, and advanced technologies

• Digital file
• 1 file
• By Asif Masani

All About FP&A (PDF eBook)

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 file
• 1 file
• By Asif Masani

All About FP&A 2.0

If you are starting your career in FP&A then this playbook is for you.

• Digital file
• 1 file
• By Asif Masani

All About FP&A Season 1

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

• Course
• By Asif Masani

Audit to FP&A

Moving from Audit to FP&A role

• Course
• By Dhawal Parvatikar

Budgeting and Forecasting Cheat sheet - FPI

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 file
• 1 file
• By Rosemary Lobo

Business Model Canvas Template

• Digital file
• 1 file
• By Asif Masani

Business Partnering Cheatsheet

What is Finance Business Partnering? FBP Definitions. Accountant v/s FBP Mindset FBP Skills required 3 Step FBP Framework

• Digital file
• 1 file
• By Asif Masani

Business Partnering Cheatsheet

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 file
• 1 file
• By Asif Masani

CGFPA Guided Capstone Project 1_Amul Ice Creams CFO Budget Presentation

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.

• Course
• By Asif Masani

CHAT GPT for FP&A

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.

• Course
• By Asif Masani

Certified Global FP&A Professional (CGFPA) Info Session

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

• Course
• By Asif Masani

Certified Global FP&A Professional (CGFPA) Brochure

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 file
• 1 file
• By Asif Masani

Certified Global FP&A Professional: CGFPA® (6 Month 100 Hours LIVE Hybrid)

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.

• Course
• By Asif Masani

Controller to FP&A

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.

• Course
• By Dhawal

DFY Ratio Analysis Template

The DFY Ratio Analysis template is designed to save you time, effort, and headaches.

• Digital file
• 1 file
• By Asif Masani

Data Visualization Cheatsheet

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 file
• 1 file
• By Asif Masani

Data Visualization Cheatsheet

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 file
• 1 file
• By Asif Masani

Data storytelling and Business Partnering Cheat sheet - FPI

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 file
• 1 file
• By Rosemary Lobo

Digital Analysis and Modelling Cheat sheet - FPI

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 file
• 1 file
• By Rosemary Lobo

Excel Formulas Bible

This comprehensive guide covers everything you need to know about Excel, from the basics of opening and creating workbooks to more advanced features like formulas, functions, including dynamic arrays and more... Excel is without a doubt the most sought-after analytic tool available. It is versatile and user-friendly, making it the perfect tool whether you're a beginner or an experienced analyst Covering both Excel 365 and 2021, Excel Formulas bible 2.0 is packed with tips, tricks and tutorials

• Digital file
• 1 file
• By Asif Masani

FP&A Calendar

FP&A Calendar quick summary Cheat Sheet

• Digital file
• 1 file
• By Asif Masani

FP&A Cheatsheet

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 file
• 1 file
• By Asif Masani

FP&A Cheatsheets FPI

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 file
• 1 file
• By Rosemary Lobo

FP&A Foundations Self Paced

Everything you need to build strong foundations in FP&A

• Course
• By Dhawal Parvatikar

FP&A Interview Prep Secrets

Step by Step Interview Preparation guide with templates and frameworks

• Course
• By Asif Masani

FP&A Interview Questions and Answers

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.

• Course
• By Asif Masani

FP&A Launchpad (Self Paced)

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

• Course
• By Asif Masani

FP&A Masterclass Batch 12

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

• Course
• By Asif Masani

FP&A Masterclass Brochure

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 file
• 1 file
• By Asif Masani

FP&A Masterclass® (English)

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.

• Course
• By Asif Masani

FP&A Mastermind Calls Recording

Recordings of the monthly Mastermind Calls

• Course
• By Asif Masani