Section 1 - Introduction to FP&A
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Before We Start...
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Understanding your FP&A role (1:46)
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Overview of roles in Finance & Accounting (2:07)
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FP&A - A Bridge Between Business Teams & Management (2:16)
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What is FP&A? (2:45)
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A typical FP&A month - Part 1 (7:29)
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A typical FP&A month - Part 2 (3:42)
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FP&A Success Mantra (8:16)
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FP&A - Roles & Job Descriptions (5:46)
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FP&A Job Description Cheatsheet
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Week 1: Session Slides
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FP&A Calendar Cheatsheet
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Quiz Week 1
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
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Budgeting Cycle (33:55)
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Budget v/s Annual Operating Plan
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Quiz Week 3
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
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Traditional budget v/s Rolling Forecast Cheatsheet
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Quiz Week 4
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)
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Variance Analysis - 3 Crucial Questions to Ask Cheatsheet
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Variance Analysis Cheatsheet
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Quiz Week 5
Section 6 Management Reporting II
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What are Management Reports? (1:32)
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7 Qualities of a Good Management Report Carousel
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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)
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KPI's v/s OKR's Cheatsheet
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Quiz Week 6
Section 7 : Presentations and Data Storytelling
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What is Data Storytelling? (2:31)
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Storytelling Framework - Data Sources (2:04)
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Storytelling Framework - Visualization (0:32)
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Effective Visualization - Tip 1 (1:22)
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Effective Visualization - Tip 2 (1:08)
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Guide to Selecting a Chart Type (9:51)
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Effective Visualization - Tip 3 (1:00)
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Effective Visualization - Tip 4 (0:56)
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Effective Visualization - Tip 5 (1:26)
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Data to Insights - A Case Study on Time Sheet Analysis (7:38)
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Storytelling Framework - The Audience (1:53)
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A Case Study - Presenting Actuals To Management (2:50)
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Storytelling Framework - The Narrative (1:30)
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A Case Study - Client Profitability in 2x2 Matrix (3:51)
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Waterfall Chart - When To Use? (2:04)
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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
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Data Visualisation Cheatsheet
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Quiz Week 7
Section 8: Finance Business Partnering
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BPI's Guide on Business Acumen
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FP&A Trends Guide to Business Partnering
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Business Partnering Cheatsheet
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What is Finance Business Partnering? (3:36)
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Difference Between FBP and Accountant (2:54)
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Finance Business Partner Skills (2:18)
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FPI FBP Framework Part-1 Understanding the Business (10:51)
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FPI FBP Framework Part-2 Data to Insights (5:53)
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FPI FBP Framework Part-3 Building Relationships (9:32)
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FBP Example 1 : GM's Increment Concern (3:31)
Bonus Resources
Section 9 : Data Analytics Framework
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Importance of Data (1:14)
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Management Accounting vs Modern FP&A (1:33)
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Roadmap 4 Stages Data Analytics Framework (0:50)
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Data Analysis vs Data Analytics (2:12)
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Why Data Analytics is Important? (2:33)
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Stage 1 : Descriptive Analytics (3:05)
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Stage 2 : Diagnostic Analytics (5:40)
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Stage 3: Predictive Analytics (2:21)
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Stage 4 : Prescriptive Analytics (4:23)
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Ecommerce Company Example Summary (1:15)
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Data Analytics: Finance Applications (4:01)
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Summary and Conclusion (0:32)
