FP&A Variance Pt.2 - Roll Forward & Analysis

Overview

Apply numerous features and functions examined in previous sessions in a variety of time-savings techniques. Continue to integrate these features as we proceed throughout the series. This is part 6 of a 10-part series Module 1: Fundamental Features Module 2: Fundamental Functions, Concepts, Techniques Module 3: Six Critical Excel Functions Module 4: Handling Errors and Comparing Lists Module 5: Date and Text Functions Module 6: Time-Saving Techniques Module 7: Introduction to PivotTables Module 8: PivotTable vs. Formula-Based Reports Module 9: PivotTable Wrap-Up and Web Data Module 10: Getting, Preparing and Summarizing Data

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

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

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

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

Notice

This is a self-study/on demand course offered by a 3rd party vendor and will NOT be accessible in the My Upcoming CPE section of the ISCPA website. Course access information will be emailed directly to you by CalCPA. The course expires one year from the purchase date. Format = Online Self-Study.