FP&A Variance Pt.2 - Roll Forward and Analysis ON DEMAND

Overview

This course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

Highlights

Analyze monthly data to determine whether adjustments are needed to financial forecasts. Compare actual results to financial forecasts and budget estimates on a monthly basis. Understand best practices for rolling monthly financial models forward for a new fiscal year.

Prerequisites

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

Designed For

business leaders.

Objectives

Compare actual figures on a year-over-year basis and versus budget estimates. Perform quantitative and qualitative analysis to write commentary for key stakeholders. Review procedures for rolling financial models forward for a new fiscal year and establish a revised budget forecast.

Preparation

None.

Notice

None.