FP&A Professionals Institute

The FP&A Masterclass is FP&A Professionals Institute's most popular live learning experience. The Cohort 14 (Batch 14) starts Saturday and will be the last one for Q3. Quick Start to FP&A Role ✴ Defining FP&A and understanding the FP&A role. ✴ Comparison of FP&A with other finance and accounting roles. ✴ FP&A as a bridge between business teams and management. ✴ A detailed breakdown of a typical FP&A month ✴ The FP&A success mantra, and ✴ Exploration of FP&A roles and job descriptions. Module 1 Budgeting & Forecasting ✴ What is Budgeting? ✴ Why is Budgeting Important? ✴ Budget Case Discussion ✴ Your Role in Budgeting (Steps of Budgeting) ✴ Real Life Budget Cycle ✴ Methods of Budgeting ✴Top Down vs. Bottoms Up Budgeting ✴Incremental vs. Zero Based Budgeting ✴Traditional Budgets vs. Rolling Forecasts ✴Components of a Budget ✴Revenue Budget Examples ✴Budget Scenario Discussions ✴Production COGS Budget Example ✴Headcount Budget Example ✴Marketing Budget Example ✴What is a Forecast? ✴Examples of Traditional and Rolling Forecast ✴Why Forecasting? ✴Your Role in Forecasting ✴Revenue Forecast Examples ✴ Forecasting Concepts - Phasing, Trends, Seasonality, One Timers ✴ Forecasting Techniques - Driver Based, Statistical Methods, AI based etc. ✴ Forecasting Practical Examples ✴ 5 Step Capital Budgeting Framework ✴ Capital Budgeting Practical examples on NPV, IRR, Payback Period using excel formulas Module 2 Management Reporting ✴What are Management Reports? ✴Most Common Management Reports ✴Month end and Quarter end Reports Examples ✴Flash Reports Practical Examples ✴Risk & Opportunities Assessment ✴Balanced Scorecards Example ✴KPIs vs. OKRs ✴KPI Examples ✴OKRs Examples Module 3 Data Storytelling & Presentations ✴What is Data Storytelling? ✴3-Step Storytelling Framework ✴Effective Visualization - Tips ✴Guide to Selecting a Chart Type ✴Data to Insights - A Case Study ✴A Case Study - Presenting to Management Module 4: Finance Business Partnering ✴ What is Finance Business Partnering? ✴ 3-Step Framework you can apply to become a better Business Partner ✴ What can you do to build better relationships? ✴ Case studies and group activities 🎁 On Going Monthly Support Call for Q&A 🎁 Permanent Access to Class Recordings and Materials 🎁Bonus Modules on Interview Prep and Resume building 🎁Access to Mastermind Calls with FP&A Industry experts and CFO's 🎁Access to Asif Masani and Dhawal Parvatikar having combined over 2 decades of FP&A experience in 5 different industries 🎁FP&A Professionals Institute's Alumni group where we share internal job openings Link to Register: https://lnkd.in/dNWp3Y4d Eligibility: Finance professionals with basic understanding of excel. (worked on excel for at least 1 year)

Audit to FP&A FREE Webinar Most of us as CA, ACCA, CPA start with audit roles.... Can you move from an audit to FP&A role? The answer is YES! Join me and Dhawal Parvatikar where we will share with you proven tips and strategies that has helped hundreds of finance professionals move from Accounting and Audit roles to FP&A and commercial finance roles. Event Name: Audit to FP&A 📅 Wed - 18th Sep ⏲ 8:00 pm IST ⏳ 90 minutes including Live Q&A After this session, you will be able to … >Understand and appreciate industry roles better. >Learn tips to make a smooth transition into industry >Understand the preparation required for industry roles >Decide which is the RIGHT role for you and target accordingly. Registrationhere for FREE: https://lnkd.in/dM5g_DMP Zoom Links will be shared 60-90 mins before the webinar start time. ---------------------------------------------------------------------------------- I'm Asif Masani author of All About FP&A and From Accounting to FP&A Co Founder and Lead Faculty at FP&A Professionals Institute On a mission to help 1M Finance Professionals master FP&A Skills. Click my Name + Follow + 🔔

Top 12 Management reports 1⃣ Month end Reporting Here the latest month actual are compared against Budget and the latest out with variance analysis, commentary and business recommendations. 2⃣ Quarterly Business Reviews (QBR) During quarterly business reviews, top management examines progress metrics, and identifies adjustments that can be made based on previous quarters' performance. 3⃣ Plan Deck (Budget Deck) An operating budget is prepared in advance of a reporting period as a goal or plan that the business expects to achieve in the next financial year. 4⃣ Latest Estimate/ Outlook Deck: The latest period forecast is updated and compared against previous outlook and comments are made on what has changed from previous outlook. 5⃣ Flash Reporting: It is a periodic snapshot of key financial and operational data. Often, it is a one-page report that helps management assess the key performance indicators of the company. 6⃣ Balanced Scorecards Evaluates performance of senior management not only through a finance perspective but also from perspectives of customers, Processes (Internal Process), & Employees (Learning & Growth). 7⃣ Risks & Opportunities Risks can have a negative impact while opportunities can have a positive impact on the profitability, and financial position. In this report all the risks and opportunities are listed along with the probability of its occurrence. 8⃣ Headcount Reporting This is employee data presented in many ways. For example, by the type of employment contract: permanent, fixed-term or temporary, by job titles and positions; Full-time or part-time, Location, Age, Gender, Tenure etc. 9⃣ Sales Pipeline Analysis Pipeline Revenue is forecasted on the basis of the deal stage and probability of conversion and is usually tracked with the help of a CRM tool. 🔟 Adhoc reporting One-time reports that help the senior management to answer critical business questions immediately by creating an autonomous report. 1⃣1⃣ Investor Presentations These presentations are prepared for the earnings call. They give analysts, current investors, and prospective investors a deeper dive into the company results, strategy and culture. 1⃣2⃣ KPI / OKR Reviews KPIs refer to a set of quantifiable measurements used to gauge a company's overall long-term performance. OKR is a goal-setting framework for defining and tracking objectives and their outcomes. What would you like to add? Comments 👇👇

The FP&A Masterclass is FP&A Professionals Institute's most popular live learning experience. The Cohort 14 (Batch 14) starts Saturday and will be the last one for Q3. Quick Start to FP&A Role ✴ Defining FP&A and understanding the FP&A role. ✴ Comparison of FP&A with other finance and accounting roles. ✴ FP&A as a bridge between business teams and management. ✴ A detailed breakdown of a typical FP&A month ✴ The FP&A success mantra, and ✴ Exploration of FP&A roles and job descriptions. Module 1 Budgeting & Forecasting ✴ What is Budgeting? ✴ Why is Budgeting Important? ✴ Budget Case Discussion ✴ Your Role in Budgeting (Steps of Budgeting) ✴ Real Life Budget Cycle ✴ Methods of Budgeting ✴Top Down vs. Bottoms Up Budgeting ✴Incremental vs. Zero Based Budgeting ✴Traditional Budgets vs. Rolling Forecasts ✴Components of a Budget ✴Revenue Budget Examples ✴Budget Scenario Discussions ✴Production COGS Budget Example ✴Headcount Budget Example ✴Marketing Budget Example ✴What is a Forecast? ✴Examples of Traditional and Rolling Forecast ✴Why Forecasting? ✴Your Role in Forecasting ✴Revenue Forecast Examples ✴ Forecasting Concepts - Phasing, Trends, Seasonality, One Timers ✴ Forecasting Techniques - Driver Based, Statistical Methods, AI based etc. ✴ Forecasting Practical Examples ✴ 5 Step Capital Budgeting Framework ✴ Capital Budgeting Practical examples on NPV, IRR, Payback Period using excel formulas Module 2 Management Reporting ✴What are Management Reports? ✴Most Common Management Reports ✴Month end and Quarter end Reports Examples ✴Flash Reports Practical Examples ✴Risk & Opportunities Assessment ✴Balanced Scorecards Example ✴KPIs vs. OKRs ✴KPI Examples ✴OKRs Examples Module 3 Data Storytelling & Presentations ✴What is Data Storytelling? ✴3-Step Storytelling Framework ✴Effective Visualization - Tips ✴Guide to Selecting a Chart Type ✴Data to Insights - A Case Study ✴A Case Study - Presenting to Management Module 4: Finance Business Partnering ✴ What is Finance Business Partnering? ✴ 3-Step Framework you can apply to become a better Business Partner ✴ What can you do to build better relationships? ✴ Case studies and group activities 🎁 On Going Monthly Support Call for Q&A 🎁 Permanent Access to Class Recordings and Materials 🎁Bonus Modules on Interview Prep and Resume building 🎁Access to Mastermind Calls with FP&A Industry experts and CFO's 🎁Access to Asif Masani and Dhawal Parvatikar having combined over 2 decades of FP&A experience in 5 different industries 🎁FP&A Professionals Institute's Alumni group where we share internal job openings Link to Register: https://lnkd.in/dNWp3Y4d Eligibility: Finance professionals with basic understanding of excel. (worked on excel for at least 1 year) Activate to view larger image,

Understanding the business inside out is the #1 skill FP&A folks should develop. This document will provide you with the steps you and your organization can take to build this skill.

The FP&A Masterclass is FP&A Professionals Institute's most popular live learning experience. The Cohort 14 (Batch 14) starts Saturday and will be the last one for Q3. Quick Start to FP&A Role ✴ Defining FP&A and understanding the FP&A role. ✴ Comparison of FP&A with other finance and accounting roles. ✴ FP&A as a bridge between business teams and management. ✴ A detailed breakdown of a typical FP&A month ✴ The FP&A success mantra, and ✴ Exploration of FP&A roles and job descriptions. Module 1 Budgeting & Forecasting ✴ What is Budgeting? ✴ Why is Budgeting Important? ✴ Budget Case Discussion ✴ Your Role in Budgeting (Steps of Budgeting) ✴ Real Life Budget Cycle ✴ Methods of Budgeting ✴Top Down vs. Bottoms Up Budgeting ✴Incremental vs. Zero Based Budgeting ✴Traditional Budgets vs. Rolling Forecasts ✴Components of a Budget ✴Revenue Budget Examples ✴Budget Scenario Discussions ✴Production COGS Budget Example ✴Headcount Budget Example ✴Marketing Budget Example ✴What is a Forecast? ✴Examples of Traditional and Rolling Forecast ✴Why Forecasting? ✴Your Role in Forecasting ✴Revenue Forecast Examples ✴ Forecasting Concepts - Phasing, Trends, Seasonality, One Timers ✴ Forecasting Techniques - Driver Based, Statistical Methods, AI based etc. ✴ Forecasting Practical Examples ✴ 5 Step Capital Budgeting Framework ✴ Capital Budgeting Practical examples on NPV, IRR, Payback Period using excel formulas Module 2 Management Reporting ✴What are Management Reports? ✴Most Common Management Reports ✴Month end and Quarter end Reports Examples ✴Flash Reports Practical Examples ✴Risk & Opportunities Assessment ✴Balanced Scorecards Example ✴KPIs vs. OKRs ✴KPI Examples ✴OKRs Examples Module 3 Data Storytelling & Presentations ✴What is Data Storytelling? ✴3-Step Storytelling Framework ✴Effective Visualization - Tips ✴Guide to Selecting a Chart Type ✴Data to Insights - A Case Study ✴A Case Study - Presenting to Management Module 4: Finance Business Partnering ✴ What is Finance Business Partnering? ✴ 3-Step Framework you can apply to become a better Business Partner ✴ What can you do to build better relationships? ✴ Case studies and group activities 🎁 On Going Monthly Support Call for Q&A 🎁 Permanent Access to Class Recordings and Materials 🎁Bonus Modules on Interview Prep and Resume building 🎁Access to Mastermind Calls with FP&A Industry experts and CFO's 🎁Access to Asif Masani and Dhawal Parvatikar having combined over 2 decades of FP&A experience in 5 different industries 🎁FP&A Professionals Institute's Alumni group where we share internal job openings Link to Register: https://lnkd.in/dNWp3Y4d Eligibility: Finance professionals with basic understanding of excel. (worked on excel for at least 1 year)

🎉🏆 Announcing the Who Wants to be an FP&A Ninja? Episode 10 Quiz Winners powered by FP&A Professionals Institute 🏆🎉 After an intense competition, here are the top winners: Top 3 Winners CA Aayushi Maheshwari Mansheet Singh Batanai Chikorwa Runners-Up Bhargavi Medikonda CA AARIF KHAN Congratulations to all the winners! 🥳 Your knowledge and skills in FP&A are truly commendable. Thank you to everyone who participated and made this event a huge success. And to our Co-sponsors : PivotXL, Drivetrain, Blox Software and GA Management Consultants

The FP&A Masterclass is FP&A Professionals Institute's most popular live learning experience. The Cohort 14 (Batch 14) starts Saturday and will be the last one for Q3. Quick Start to FP&A Role ✴ Defining FP&A and understanding the FP&A role. ✴ Comparison of FP&A with other finance and accounting roles. ✴ FP&A as a bridge between business teams and management. ✴ A detailed breakdown of a typical FP&A month ✴ The FP&A success mantra, and ✴ Exploration of FP&A roles and job descriptions. Module 1 Budgeting & Forecasting ✴ What is Budgeting? ✴ Why is Budgeting Important? ✴ Budget Case Discussion ✴ Your Role in Budgeting (Steps of Budgeting) ✴ Real Life Budget Cycle ✴ Methods of Budgeting ✴Top Down vs. Bottoms Up Budgeting ✴Incremental vs. Zero Based Budgeting ✴Traditional Budgets vs. Rolling Forecasts ✴Components of a Budget ✴Revenue Budget Examples ✴Budget Scenario Discussions ✴Production COGS Budget Example ✴Headcount Budget Example ✴Marketing Budget Example ✴What is a Forecast? ✴Examples of Traditional and Rolling Forecast ✴Why Forecasting? ✴Your Role in Forecasting ✴Revenue Forecast Examples ✴ Forecasting Concepts - Phasing, Trends, Seasonality, One Timers ✴ Forecasting Techniques - Driver Based, Statistical Methods, AI based etc. ✴ Forecasting Practical Examples ✴ 5 Step Capital Budgeting Framework ✴ Capital Budgeting Practical examples on NPV, IRR, Payback Period using excel formulas Module 2 Management Reporting ✴What are Management Reports? ✴Most Common Management Reports ✴Month end and Quarter end Reports Examples ✴Flash Reports Practical Examples ✴Risk & Opportunities Assessment ✴Balanced Scorecards Example ✴KPIs vs. OKRs ✴KPI Examples ✴OKRs Examples Module 3 Data Storytelling & Presentations ✴What is Data Storytelling? ✴3-Step Storytelling Framework ✴Effective Visualization - Tips ✴Guide to Selecting a Chart Type ✴Data to Insights - A Case Study ✴A Case Study - Presenting to Management Module 4: Finance Business Partnering ✴ What is Finance Business Partnering? ✴ 3-Step Framework you can apply to become a better Business Partner ✴ What can you do to build better relationships? ✴ Case studies and group activities 🎁 On Going Monthly Support Call for Q&A 🎁 Permanent Access to Class Recordings and Materials 🎁Bonus Modules on Interview Prep and Resume building 🎁Access to Mastermind Calls with FP&A Industry experts and CFO's 🎁Access to Asif Masani and Dhawal Parvatikar having combined over 2 decades of FP&A experience in 5 different industries 🎁FP&A Professionals Institute's Alumni group where we share internal job openings Link to Register: https://lnkd.in/dNWp3Y4d Eligibility: Finance professionals with basic understanding of excel. (worked on excel for at least 1 year)

AI is revolutionizing finance. Are you ready to lead the change? Don’t let this moment pass by you.... Empower yourself with AI skills and tools to be future ready... AI is not just the future of finance. It is the key to unlocking finance’s full potential. Don't wait until its too late. Stay ahead of the curve and set yourself up for success. AI For Finance And FP&A by FP&A Professionals Institute in collaboration with GA Management Consultants starts this weekend cc Asif Masani, Dhawal Parvatikar, Abhinav Aggarwal, Gaurav Malik Link to enroll: https://lnkd.in/dCV2N6Xt Code: AILAUNCH (Save $100)

So, what exactly is Finance Business Partnering (FBP)? Here is what it is according to various expert research. 📌 KPMG and CIMA “Interpreting, Explaining, and Driving Performance within an organization. Supporting and Influencing Key Operational and Strategic Decisions” Now, I would like to hear from you. 📌EY “Working with commercial leaders to drive improved performance. Facilitate transparency of financial information across the organization. Ensure business decisions are grounded in sound financial analysis.” 📌 Deloitte “Support the strategic and tactical Priorities of the business by delivering insights and guidance in support of growth and future performance” 📌 ACCA “Hindsight and Oversight to Insight and Foresight” 📌 PWC Reactive to Proactive. From Scorekeeper, Caretaker, Commentator to Business Partner 📌 Business Partnering Institute IMPACT = Insights X Influence We have to bring insights to the table. This is information that business leaders do not know about but can use to make better decisions. Also, we need to have good relationships with business leaders, and communicate in a language that they understand. And finally we need to lead the way once an action has been agreed upon to ensure we get to decided results. What is your definition of finance business partnering? What skills and attributes do you think are most important for success? Let's start a conversation in the comments below.👇👇👇