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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

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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?

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7 Most Common FP&A Interview Questions

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

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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

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

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

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

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If you're looking for a spreadsheet model that streamlines your organization's financial landscape. It will help you 📌 Forecast full-year results 📌 Land investor funding 📌 Create a business plan 📌 Make strategic decisions Plus, it's easy to use and read

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Here is what is inside: ✳️ Affiliate Model ✳️ Donation Model ✳️ Licensing Model ✳️ Freemium Model ✳️ Data Sales Model ✳️ Pay Per Use Model ✳️ MarketPlace Model ✳️ E-Commerce Model ✳️ Crowdsourcing Model ✳️ White Labeling Model ✳️ Transaction Fee Model ✳️ Razer and Blade Model ✳️ Rental or Leasing Model ✳️ Arbritage Revenue Model ✳️ Advertising Revenue Model ✳️ Borrowing / Lending Model ✳️ Subscription Revenue Model ✳️ Brokerage / Commission Based Model ✳️ Free Product, Chargeable Services Model

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FP&A Calendar quick summary Cheat Sheet

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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

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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....

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15 most common FP&A reports 1️⃣ Month - end Reporting 2️⃣ Quarterly Business Reviews (QBR’s) 3️⃣ Operating Plan Deck (Budget Deck) 4️⃣ The Latest Estimate/ Outlook Deck 5️⃣ Flash Reporting 6️⃣ Risks and Opportunities Assessment 7️⃣ Headcount / Manpower Reporting 8️⃣ Sales Pipeline Analysis 9️⃣ Ad hoc reporting 1️⃣0️⃣ Investor Presentations 1️⃣1️⃣ Balanced Scorecards 1️⃣2️⃣ KPI or OKR Reviews 1️⃣3️⃣ Monthly Product Review 1️⃣4️⃣ Product Profitability Report 1️⃣5️⃣ Customer Segmentation Report

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Top 20 Finance Certifications ✳️ Chartered Financial Anlayst (CFA) ✳️ Certified Financial Planner (CFP) ✳️ Chartered Alternative Investment Analyst (CAIA) ✳️ Chartered Financial Consultant (ChFC) ✳️ Financial Modeling and Valuation Analyst (FMVA) ✳️ Chartered Market Technician (CMT) ✳️ Financial Risk Management (FRM) ✳️ Certified Fund Specialist (CFS) ✳️ Certified FP&A Certification (FPAC) ✳️ Financial Modeling Institute (FMI) ✳️ Chartered Accountant (CA) ✳️ Certified Public Accountant (CPA)

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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.

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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

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

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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

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