Typical FP&A Calendar

Typical Monthly FP&A Calendar

We've gathered insights from several FP&A professionals
to present a typical FP&A calendar as a general guideline.

Typical Monthly FP&A calendar (excluding Annual Budgeting) In summary:
✳️ Week 1: Accounting Close, BVA Reviews and Monthend reports
✳️ Week 2: Forecasting and Monthend Reviews (MBRs), QBRs)
✳️ Week 3: Special Projects, Analysis, Automation
✳️ Week 4: Accrual, Revenue close, Preparation for Monthend and Week 1

Remember to adapt it to your organization's specific needs. depending on various factors, including
✳️ The maturity of the FP&A team,
✳️ The maturity of the organization.
✳️ Industry dynamics,
✳️ The size and complexity of the organization.
✳️ And many more factors...

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