The FP&A Financial Planning & Analysis Academy
This Course Will Put You On Your Way To Lead in A Financial Analysis Role!
FAQs
Who is this course ideal for?
Financial Analysts, new CFOs and Accountants who want to switch gears into FP&A.
What is the prerequisite/prior knowledge needed for this program?
Basic Finance knowledge. This means either you have 1 year of work experience as an Accountant or Financial Analyst, or you are a senior-year college student majoring in Finance or Accounting.
Is this course on-demand?
Yes, you can watch & study the course on your own pace. Each of the 5 modules is broken down to 1-10 minutes lectures that are easy to understand and explained in Bill's famous way of breaking down the concepts.
What do I get?
1) 8-hours of video lectures, where I show you how to perform a Financial Analyst's job, based on my experience.
2) Lifetime access to the material.
3) Downloadable Excel files so you can visualize the work we will do together.
4) Certificate of graduation 🎉
What if I have a question?
You can ask me directly in the 'Question Box' inside each video lecture. I typically provide an answer within 24 hours.
Will I get a certificate of graduation?
Yes! After watching the lectures and passing a few multiple choice quizzes (you can re-take them, it's only to designed to get you thinking)
Course Curriculum
- 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)
- 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)
- 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)
- 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)
