FP&A Variance Pt.1 - Build & Configuration

Overview

CFI’s - FP&A Variance Pt.1 - Build & Configuration - course will help you understand the best design for an FP&A model to review monthly data in a quantitative and qualitative manner.

Highlights

• Review the optimal layout for FP&A models designed to review and analyze monthly data.
• Compare FP&A model design to other financial models to understand the differences and the unique requirements of FP&A models.
• Learn the best and most common Excel formulas and functions used in FP&A models.

Prerequisites

Although not required, it is recommended to take the sections of this eight-part series in order.

Objectives

• Review best-in-class design for FP&A monthly models with quantitative comparisons, rich graphs, and qualitative commentary.
• Construct dashboards to visually analyze critical model drivers against expected results.
• Compare actual figures on a year-over-year basis and also versus budget estimates.

Preparation

Attendees should have a basic understanding of accounting fundamentals and financial reporting.