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FP&A Vol 1 : Monthly Calendar and Key Responsibilities
Rating: 4.4 out of 5(98 ratings)
1,406 students

FP&A Vol 1 : Monthly Calendar and Key Responsibilities

Your Guide to Navigating the first Financial Planning and Analysis Role
Created byAsif Masani, Dhawal Parvatikar
Last updated 11/2024
English
English [Auto],

What you'll learn

  • Understand the FP&A Role and Gain insights into how it relates with other finance roles
  • Master the FP&A Calendar: Learn the key activities within a typical FP&A month, including month-end reporting, quarterly reviews, forecasting cycles, and more
  • Get an Overview of the Key FP&A Skills for Success
  • Understand how to communicate and collaborate with internal stakeholders, such as business heads, to ensure alignment and support strategic business decisions.

Course content

3 sections • 8 lectures • 34m total length

  • Introduction: Understanding your FP&A role1:46

    Fpna sits close to the CFO, monitoring performance across functions like financial reporting, taxes, and treasury, and provides timely insights to the CFO and senior leaders for prudent financial decisions.

  • Overview of roles in Finance & Accounting2:07

    Explore three finance and accounting profiles: compliance and financial reporting, fp&a and business finance, and specialty finance and tech roles, focusing on budgeting, forecasting, and profitability analysis to support decisions.

  • FP&A - A Bridge Between Business Teams & Management2:16

    The FP&A team bridges business teams and senior management by delivering timely reports and actionable insights that guide prudent decisions, evolving from a dashboard mindset to true business partnering.

  • What is FP&A?2:45

    Explore the two pillars of FP&A: financial planning and financial analysis. Learn budgeting, forecasting, variance analysis, and management commentaries to support decision making and profitability analysis.

Requirements

  • A curiosity about FP&A and how businesses make strategic decisions, even without prior finance experience.
  • An interest in moving into or advancing within the FP&A field, as the course will cover role-specific tasks and best practices.

Description

FP&A Vol 1: Monthly Calendar and Key Responsibilities

This course provides an overview of FP&A, focusing on the essential monthly activities, responsibilities, and best practices that drive organizational performance. Designed for newcomers this course unpacks the FP&A monthly calendar—highlighting key activities such as budgeting, forecasting, and profitability analysis—while offering insights into strategic decision-making and stakeholder management. Students will gain practical skills to manage each phase of the FP&A cycle, from flash reports to month-end close processes, and learn how to align financial insights with business objectives.


With expert guidance, this course is ideal for those seeking to master the FP&A function, navigate complex financial landscapes, and contribute effectively to business success. Whether you are transitioning into FP&A, enhancing your current finance role, or exploring financial analysis, this course provides the tools and knowledge needed to succeed.


Participants will also dive into the FP&A Success Mantra, a set of guiding principles designed to optimize FP&A workflows and enhance collaboration across business units.

Additionally, the course explores various FP&A job roles and responsibilities, equipping learners with a clear understanding of how different roles contribute to FP&A success and organizational goals.


If you’re starting in FP&A this course equips you with the skills and insights to excel in FP&A functions and drive impactful business results.

Who this course is for:

  • Aspiring FP&A Professionals: Individuals looking to start or transition into a career in Financial Planning & Analysis, even if they lack a formal finance background.
  • Recent Graduates and Career Changers: Individuals new to finance or recent graduates who are interested in exploring FP&A as a career path

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