Financial Planning & Analysis
Master financial planning and analysis with guides on forecasting, budgeting, variance analysis, scenario modeling, and driver-based planning.
10 Articles
Cash Flow Forecasting Methods and Models
Explore the primary methods for forecasting cash flow, from the 13-week direct method to long-range indirect approaches, and learn how…
Financial Planning Calendar: Annual Rhythm and Cadence
Design an annual financial planning calendar that creates a predictable rhythm of planning, forecasting, reporting, and strategic review activities throughout…
Rolling Forecasts vs Annual Budgeting
Explore the key differences between rolling forecasts and traditional annual budgets, and learn a practical framework for deciding which approach…
Scenario and Sensitivity Analysis for Finance Teams
Learn how to build effective scenario and sensitivity analyses that help leadership make better decisions under uncertainty, with practical frameworks…
Building an Effective FP&A Function from Scratch
A practical roadmap for building an FP&A function from the ground up, covering team structure, core processes, technology foundations, and…
Revenue Forecasting: Top-Down vs Bottom-Up Approaches
Compare top-down and bottom-up revenue forecasting methods, understand when to use each, and learn how to combine them into a…
FP&A Best Practices for SaaS Companies
A practical guide to running FP&A in a SaaS environment, covering the unique metrics, modeling approaches, and reporting cadences that…
Variance Analysis Frameworks That Drive Action
Move beyond simply reporting budget variances to building a variance analysis framework that identifies root causes, assigns ownership, and triggers…
Driver-Based Financial Modeling Guide
A comprehensive guide to building driver-based financial models that connect operational metrics to financial outcomes, enabling faster forecasting and deeper…
Building a 3-Statement Model from Scratch
A step-by-step guide to building an integrated 3-statement financial model that links the income statement, balance sheet, and cash flow…