[Free] Fp&Amp;A Vol 1 : Monthly Calendar And Key Responsibilities
Your Guide to Navigating the first Financial Planning and Analysis Role – Free Course
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.
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.
Author(s): Asif Masani, Dhawal Parvatikar
