Section 1 - Introduction to FP&A
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Before We Start...
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Understanding your FP&A role (4:33)
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Overview of roles in Finance & Accounting (7:53)
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FP&A - A Bridge Between Business Teams & Management (4:57)
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What is FP&A? (6:17)
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A typical FP&A month - Part 1 (10:17)
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A typical FP&A month - Part 2 (4:46)
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FP&A Success Mantra (14:42)
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FP&A - Roles & Job Descriptions (12:56)
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Week 1: Session Slides
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FP&A Calendar Cheatsheet
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Quick Quiz
Section 2 - Budgeting Concepts
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What is Budgeting? (2:24)
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Why is Budgeting important? (3:52)
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Budget Case Discussion (3:08)
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Your Role in Budgeting (Steps of Budgeting) (7:00)
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Methods of Budgeting (0:50)
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Top Down vs Bottoms Up Budgeting (5:04)
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Incremental vs Zero Based Budgeting (10:02)
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Traditional Budgets vs Rolling Forecasts (2:14)
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Week 2: Session Slides
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Quiz Week 2
Section 3 - Budgeting Practical Examples
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Introduction - Components of a Budget (2:16)
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Whats B2B and B2C? Whats the difference between B2B and B2C? (0:41)
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Revenue Budget Example - B2B Business (Software Service Industry) (41:14)
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Revenue Budget Example - B2C Business (Edtech Industry) (44:39)
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Budget Scenario Discussion 1 (7:31)
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Budget Scenario Discussion 2 (5:31)
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Production COGS Budget Example (29:25)
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Headcount Budget Example (24:52)
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Marketing Budget Example (17:41)
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Week 3: Session Slides
Section 4 - Forecasting Financial Performance
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What is a Forecast? Examples of Traditional and Rolling Forecast (5:38)
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Why Forecasting? (1:51)
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Your Role in Forecasting (6:41)
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B2B Revenue Forecast Example (16:56)
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B2C Revenue Forecast Example (20:23)
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Forecasting Concepts - Phasing, Trends, Seasonality, One Timers (6:49)
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Seasonality Example (8:28)
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Week 4 : Session Slides
Section 5 Management Reporting I : Profitability and Variance Analysis
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Quick Recap and Intro to Profitability Analysis (1:14)
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What is Profitability Analysis? (5:12)
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How Profitability is computed? (3:54)
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What are Recharges and Allocations? (2:31)
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Recharges vs Allocations (2:31)
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Why recharges and allocations? - Discussion (7:48)
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Steps in Allocation Exercise (2:34)
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Recharges - Discussion (4:03)
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What is Variance Analysis? (4:59)
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Why Variance Analysis? (2:25)
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Your Role in Variance Analysis (6:39)
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Variance Analysis : Tools Used (5:20)
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Variance Analysis - 3 Crucial Questions to Ask (6:52)
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Tool : The 5 Why Technique (4:03)
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Variance Analysis - Additional Tips (2:45)
Section 6 Management Reporting II
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What are Management Reports? (1:32)
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Most Common Management Reports (1:11)
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Month end and Quarter end Reports (3:24)
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Flash Reports (1:28)
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Risk & Opportunities Assessment (4:13)
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Balanced Scorecards (3:55)
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Balanced Scorecards - Example (1:45)
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KPI's v/s OKR's (1:36)
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KPI Example (2:00)
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OKR's Example (3:14)
Section 7 : Presentations and Data Storytelling
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What is Data Storytelling? (4:05)
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Storytelling Framework - Data Sources (2:43)
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Storytelling Framework - Visualization (1:33)
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Effective Visualization - Tip 1 (2:27)
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Effective Visualization - Tip 2 (1:22)
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Guide to Selecting a Chart Type (15:51)
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Effective Visualization - Tip 3 (1:33)
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Effective Visualization - Tip 4 (1:51)
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Effective Visualization - Tip 5 (2:19)
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Data to Insights - A Case Study on Time Sheet Analysis (10:47)
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Storytelling Framework - The Audience (5:05)
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A Case Study - Presenting Actuals To Management (5:03)
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Storytelling Framework - The Narrative (3:09)
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A Case Study - Client Profitability in 2x2 Matrix (6:12)
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Waterfall Chart - When To Use? (2:18)
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Resource 1 : Data Visualization 101 by Hubspot
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Resource 2: Tableau Visualization Guide
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Resource 3: AFP's Before and After Data Visualizations
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Resource 4": AFPs - Data Visualization: How to Tell Number Stories with Pictures
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Resource 5: IMA's Data Visualization Guide
Section 8: Finance Business Partnering
