8 Weeks FP&A Launchpad – Asif Masani

Kickstart Your FP&A Journey In Just 8 Weeks!

Why Join FP&A Launchpad?

Practical Learning: We believe in hands-on, practical learning. Through real-world case studies and interactive exercises, you’ll gain practical experience in solving complex financial challenges commonly faced by FP&A professionals.

Comprehensive Curriculum: 8 Weeks FP&A Launchpad is carefully designed by industry experts to provide a comprehensive understanding of FP&A. We will cover essential topics such as Budgeting, Forecasting, Management Reporting, Data Storytelling, Presentations and Finance Business Partnering.

Expert Instructors: Our instructors are seasoned FP&A professionals with years of industry experience. They bring their wealth of knowledge and expertise to the course, ensuring that you receive top-notch instruction and guidance throughout your learning journey.

What You’ll Learn In 8 Weeks FP&A Launchpad

Week 1 – Introduction to FP&A

• Before We Start…
• Understanding your FP&A role
• Overview of roles in Finance & Accounting
• FP&A – A Bridge Between Business Teams & Management
• What is FP&A?
• A typical FP&A month – Part 1
• A typical FP&A month – Part 2
• FP&A Success Mantra
• FP&A – Roles & Job Descriptions
• Week 1: Session Slides
• FP&A Calendar Cheatsheet
• Quick Quiz

Week 2 – Budgeting Concepts

• What is Budgeting?
• Why is Budgeting important?
• Budget Case Discussion
• Your Role in Budgeting (Steps of Budgeting)
• Methods of Budgeting
• Top Down vs Bottoms Up Budgeting
• Incremental vs Zero Based Budgeting
• Traditional Budgets vs Rolling Forecasts
• Week 2: Session Slides

Week 3 – Budgeting Practical Examples

• Introduction – Components of a Budget
• What’s B2B and B2C? What’s the difference between B2B and B2C?
• Revenue Budget Example – B2B Business (Software Service Industry)
• Revenue Budget Example – B2C Business (Edtech Industry)
• Budget Scenario Discussion 1
• Budget Scenario Discussion 2
• Production COGS Budget Example
• Headcount Budget Example
• Marketing Budget Example
• Week 3: Session Slides

Week 4 – Forecasting Financial Performance

• What is a Forecast? Examples of Traditional and Rolling Forecast
• Why Forecasting?
• Your Role in Forecasting
• B2B Revenue Forecast Example
• B2C Revenue Forecast Example
• Forecasting Concepts – Phasing, Trends, Seasonality, One Timers
• Seasonality Example
• Week 4: Session Slides

Week 5 – Management Reporting I : Profitability and Variance Analysis

• Quick Recap and Intro to Profitability Analysis
• What is Profitability Analysis?
• How Profitability is computed?
• What are Recharges and Allocations?
• Recharges vs Allocations
• Why recharges and allocations? – Discussion
• Steps in Allocation Exercise
• Recharges – Discussion
• What is Variance Analysis?
• Why Variance Analysis?
• Your Role in Variance Analysis
• Variance Analysis : Tools Used
• Variance Analysis – 3 Crucial Questions to Ask
• Tool: The 5 Why Technique
• Variance Analysis – Additional Tips

Week 6 – Management Reporting II

• What are Management Reports?
• Most Common Management Reports
• Month end and Quarter end Reports
• Flash Reports
• Risk & Opportunities Assessment
• Balanced Scorecards
• Balanced Scorecards – Example
• KPI’s v/s OKR’s
• KPI Example
• OKR’s Example

Week 7 – Presentations and Data Storytelling

• What is Data Storytelling?
• Storytelling Framework – Data Sources
• Storytelling Framework – Visualization
• Effective Visualization – Tip 1
• Effective Visualization – Tip 2
• Guide to Selecting a Chart Type
• Effective Visualization – Tip 3
• Effective Visualization – Tip 4
• Effective Visualization – Tip 5
• Data to Insights – A Case Study on Time Sheet Analysis
• Storytelling Framework – The Audience
• A Case Study – Presenting Actuals To Management
• Storytelling Framework – The Narrative
• A Case Study – Client Profitability in 2×2 Matrix
• Waterfall Chart – When To Use?
• 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

Week 8 – Finance Business Partnering

• Finance Business Partnering Live Masterclass Recording
• BPI’s Guide on Business Acumen
• FP&A Trends Guide to Business Partnering

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