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The FP&A Financial Planning & Analysis Academy
Module 1: Introduction & Overview of The Financial Statements
Download The Financial Statements File
Lecture 1 Introduction To The Course (5:01)
Lecture 2 Overview of Income Statement and Cash Flow Statement (15:33)
Lecture 3 Overview of the Balance Sheet (4:31)
Lecture 4 The Relationship Between The 3 Statements (6:29)
Module 2: Learn Financial Forecasting
Download The Forecast Template
Mini Lecture - Timeline Of Our Forecast (1:06)
Lecture 1 Two Approaches to Budget: Top Down and Bottom Up (15:14)
Lecture 2 Revenue Forecasting Overview (7:05)
Mini Lecture - Revenue Cycle At SaaS Companies (2:14)
Lecture 3 Revenue Forecast - New Customers (20:32)
Lecture 4 Revenue Forecast - Existing Customers (9:01)
Mini Lecture - Sources of Data (1:48)
Lecture 5 Intro To Cost Of Sales (COS) (4:16)
Lecture 6 Intro To Operating Cost (OPEX) (6:07)
Mini Lecture - The Anatomy of P&L At SaaS Companies (2:12)
Lecture 7 Cost of Sales (COS) Forecasting (14:10)
Lecture 8 OPEX Forecasting - Top Down Approach (24:50)
Lecture 9 OPEX Forecast - Bottom Up (Detailed) - Workforce Costs (9:00)
Lecture 10 OPEX Forecast - Bottom Up (Detailed) Non Workforce Costs (17:14)
Lecture 11 Summary of Top-Down and Bottom Up Approaches (4:44)
Lecture 12 Cash Forecast (11:23)
Lecture 13 Cash Flow Forecast - Continued (17:00)
Module 3 Learn How To Create A Budget
Download The Budget Master File
Recap, Revenue Forecast Various Methods, Assumptions (6:08)
Introduction To Budgeting (2:09)
Lecture 1 - Revenue Budget - New Business (19:32)
Lecture 2 Revenue Budget - Existing Business (5:43)
Lecture 3 Cost Budget - Workforce Costs (11:56)
Lecture 4 Cost Budget - Cost of Sales (COS) (8:34)
Lecture 5 Cost Budget - Operating Expenses (10:04)
Lecture 6 Cost Budget - Sales Department Budget (17:19)
Lecture 7 2025 P&L Budget (5:26)
Module 4 Learn How To Analyze Financial Statements
Download The Analysis Excel file
Financial Analysis Introduction (1:16)
Lecture 1 Updating Profit & Loss Data (5:15)
Lecture 2 Variance Analysis - BvA (Budget vs. Actual) (28:00)
Lecture 3 Variance Analysis - Period over Period (8:54)
Lecture 4 Trend Analysis (15:19)
Lecture 5 Trend Analysis - Cost Type Percent of Department (9:28)
Lecture 6 Using Analysis To Gain Business Insights (1:31)
Lecture 7 Business Insight From BvA (Budget vs. Actual) (5:58)
Lecture 8 Insight From Variance & Trend Analysis (7:58)
Lecture 9 Adjusting Forecast Based On The Analysis (4:09)
Module 5 Learn How To Create Management Reports
Mgmt Reporting Lecture 1 Introduction (1:43)
Download the PowerPoint File
Mgmt Reporting Lecture 2 Revenue (4:03)
Mgmt Reporting Lecture 3 Consolidated P&L (5:54)
Mgmt Reporting Lecture 4 Expenses by Department (11:06)
Mgmt Reporting Lecture 5 Cash (5:45)
Module 6 How To Build The 3-Statement Model/Budget (P&L, Balance Sheet, CFS)
Coming March 20th, 2025
Excel Foundation
Lecture 1 Introduction to Lookups (5:17)
Lecture 2 Vlookup, why it is helpful and why it-s has issues (9:44)
Lecture 3 Xlookup and its many benefits (8:24)
Lecture 4 Xlookup - Bring the last match, and why (3:53)
Lecture 5 Horizontal Xlookup (1:51)
Lecture 6 Wildcard - a type of Fuzzy lookup (3:00)
Lecture 7 Filter - when there are multiple results (3:14)
Lecture 8 Index Match - Another way to lookup data (7:18)
Lecture 9 Xlookup with multiple criteria (3:00)
Mgmt Reporting Lecture 4 Expenses by Department
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