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FP&A Launchpad (Self Paced)
Section 1 - Introduction to FP&A
Before We Start...
Understanding your FP&A role (4:33)
Overview of roles in Finance & Accounting (7:53)
FP&A - A Bridge Between Business Teams & Management (4:57)
What is FP&A? (6:17)
A typical FP&A month - Part 1 (10:17)
A typical FP&A month - Part 2 (4:46)
FP&A Success Mantra (14:42)
FP&A - Roles & Job Descriptions (12:56)
FP&A Job Description Cheatsheet
Week 1: Session Slides
FP&A Calendar Cheatsheet
Quiz Week 1
Section 2 - Budgeting Concepts
What is Budgeting? (2:24)
Why is Budgeting important? (3:52)
Budget Case Discussion (3:08)
Your Role in Budgeting (Steps of Budgeting) (7:00)
Methods of Budgeting (0:50)
Top Down vs Bottoms Up Budgeting (5:04)
Incremental vs Zero Based Budgeting (10:02)
Traditional Budgets vs Rolling Forecasts (2:14)
Week 2: Session Slides
Quiz Week 2
Section 3 - Budgeting Practical Examples
Introduction - Components of a Budget (2:16)
Whats B2B and B2C? Whats the difference between B2B and B2C? (0:41)
Revenue Budget Example - B2B Business (Software Service Industry) (41:14)
Revenue Budget Example - B2C Business (Edtech Industry) (44:39)
Budget Scenario Discussion 1 (7:31)
Budget Scenario Discussion 2 (5:31)
Production COGS Budget Example (29:25)
Headcount Budget Example (24:52)
Marketing Budget Example (17:41)
Week 3: Session Slides
Budgeting Cycle (33:55)
Budget v/s Annual Operating Plan
Quiz Week 3
Section 4 - Forecasting Financial Performance
What is a Forecast? Examples of Traditional and Rolling Forecast (5:38)
Why Forecasting? (1:51)
Your Role in Forecasting (6:41)
B2B Revenue Forecast Example (16:56)
B2C Revenue Forecast Example (20:23)
Forecasting Concepts - Phasing, Trends, Seasonality, One Timers (6:49)
Seasonality Example (8:28)
Week 4 : Session Slides
Traditional budget v/s Rolling Forecast Cheatsheet
Quiz Week 4
Section 5 Management Reporting I : Profitability and Variance Analysis
Quick Recap and Intro to Profitability Analysis (1:14)
What is Profitability Analysis? (5:12)
How Profitability is computed? (3:54)
What are Recharges and Allocations? (2:31)
Recharges vs Allocations (2:31)
Why recharges and allocations? - Discussion (7:48)
Steps in Allocation Exercise (2:34)
Recharges - Discussion (4:03)
What is Variance Analysis? (4:59)
Why Variance Analysis? (2:25)
Your Role in Variance Analysis (6:39)
Variance Analysis : Tools Used (5:20)
Variance Analysis - 3 Crucial Questions to Ask (6:52)
Tool : The 5 Why Technique (4:03)
Variance Analysis - Additional Tips (2:45)
Variance Analysis - 3 Crucial Questions to Ask Cheatsheet
Variance Analysis Cheatsheet
Quiz Week 5
Section 6 Management Reporting II
What are Management Reports? (1:32)
7 Qualities of a Good Management Report Carousel
Most Common Management Reports (1:11)
Month end and Quarter end Reports (3:24)
Flash Reports (1:28)
Risk & Opportunities Assessment (4:13)
Balanced Scorecards (3:55)
Balanced Scorecards - Example (1:45)
KPI's v/s OKR's (1:36)
KPI Example (2:00)
OKR's Example (3:14)
KPI's v/s OKR's Cheatsheet
Quiz Week 6
Section 7 : Presentations and Data Storytelling
What is Data Storytelling? (4:05)
Storytelling Framework - Data Sources (2:43)
Storytelling Framework - Visualization (1:33)
Effective Visualization - Tip 1 (2:27)
Effective Visualization - Tip 2 (1:22)
Guide to Selecting a Chart Type (15:51)
Effective Visualization - Tip 3 (1:33)
Effective Visualization - Tip 4 (1:51)
Effective Visualization - Tip 5 (2:19)
Data to Insights - A Case Study on Time Sheet Analysis (10:47)
Storytelling Framework - The Audience (5:05)
A Case Study - Presenting Actuals To Management (5:03)
Storytelling Framework - The Narrative (3:09)
A Case Study - Client Profitability in 2x2 Matrix (6:12)
Waterfall Chart - When To Use? (2:18)
Resource 1 : Data Visualization 101 by Hubspot
Resource 2: Tableau Visualization Guide
Resource 3: AFP's Before and After Data Visualizations
Resource 4": AFPs - Data Visualization: How to Tell Number Stories with Pictures
Resource 5: IMA's Data Visualization Guide
Data Visualisation Cheatsheet
Quiz Week 7
Section 8: Finance Business Partnering
Finance Business Partnering Live Masterclass Recording (82:13)
BPI's Guide on Business Acumen
FP&A Trends Guide to Business Partnering
Business Partnering Cheatsheet
Bonus Resources
FP&A Cheatsheet
5 Tips to Ace your FP&A Interview
Top 20 Recommended Books for FP&A
All About FP&A 2.0 (Linkedin collection)
FP&A 90 days roadmap
9 Key FP&A Functions Cheatsheet
FP&A Exit Strategies Cheatsheet
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Week 4 : Session Slides
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