Masar-Fintechمسار
FPA

FP&A

Budgets, variances, rolling forecasts, three-statement models, capital allocation and board storytelling.

Stage 1: Beginner 12 episodes

  1. FPA-E1What FP&A does all yearLive
  2. FPA-E2The P&L through a planner's eyesComing soon
  3. FPA-E3Your first budget versus actual reportComing soon
  4. FPA-E4Variance basics and the flexed budgetComing soon
  5. FPA-E5Price, volume and mixComing soon
  6. FPA-E6Cost behaviour and break-evenComing soon
  7. FPA-E7Headcount and payroll planningComing soon
  8. FPA-E8Building a budget from driversComing soon
  9. FPA-E9Opex budgeting with cost-centre ownersComing soon
  10. FPA-E10Forecasting basics: run-rate, seasonality and trendComing soon
  11. FPA-E11KPIs and the one-page dashboardComing soon
  12. FPA-E12Writing variance commentaryComing soon

Stage 2: Intermediate 16 episodes

  1. FPA-E13The annual budget process end to endComing soon
  2. FPA-E14Rolling forecast versus annual budgetComing soon
  3. FPA-E15Driver-based model architecture in ExcelComing soon
  4. FPA-E16Revenue models by business typeComing soon
  5. FPA-E17Cost of sales and gross margin with inflation and FXComing soon
  6. FPA-E18Cost variances: rate, usage and efficiencyComing soon
  7. FPA-E19The EBITDA bridgeComing soon
  8. FPA-E20Below EBITDA: depreciation, interest and tax in the forecastComing soon
  9. FPA-E21Working-capital forecastingComing soon
  10. FPA-E22Cash forecasting for planners: the indirect methodComing soon
  11. FPA-E23Capex planning and depreciation schedulesComing soon
  12. FPA-E24The integrated three-statement modelComing soon
  13. FPA-E25Model checks, actuals reconciliation and version controlComing soon
  14. FPA-E26Scenarios and sensitivitiesComing soon
  15. FPA-E27FX and inflation in the planComing soon
  16. FPA-E28Month-end for FP&A: flash, actuals load and the reforecast rhythmComing soon

Stage 3: Advanced 18 episodes

  1. FPA-E29Probabilistic forecasting and Monte Carlo thinkingComing soon
  2. FPA-E30Forecast accuracy and biasComing soon
  3. FPA-E31Zero-based budgetingComing soon
  4. FPA-E32Activity-based budgeting and shared-cost allocationComing soon
  5. FPA-E33Intercompany and transfer pricing in the plan (awareness)Coming soon
  6. FPA-E34The long-range and strategic planComing soon
  7. FPA-E35Market sizing and top-down sanity checksComing soon
  8. FPA-E36Capital allocation: NPV, IRR and paybackComing soon
  9. FPA-E37WACC at entity level and hurdle ratesComing soon
  10. FPA-E38Post-investment reviewComing soon
  11. FPA-E39Value-driver and ROIC treesComing soon
  12. FPA-E40Unit economicsComing soon
  13. FPA-E41Pricing decisions and margin managementComing soon
  14. FPA-E42Consolidation for planners: multi-entity, multi-currencyComing soon
  15. FPA-E43The management packComing soon
  16. FPA-E44The board packComing soon
  17. FPA-E45Storytelling with numbersComing soon
  18. FPA-E46Business partnering: foundationsComing soon

Stage 4: Expert / Leader 12 episodes

  1. FPA-E47Advanced partnering: challenge and saying noComing soon
  2. FPA-E48Planning systems, in general termsComing soon
  3. FPA-E49Data architecture: from ERP to planning to dashboardsComing soon
  4. FPA-E50AI assistants in the planning cycleComing soon
  5. FPA-E51AI agents and automation with controlsComing soon
  6. FPA-E52Forecast governance and one version of the truthComing soon
  7. FPA-E53Designing the planning calendar as a leaderComing soon
  8. FPA-E54Leading an FP&A teamComing soon
  9. FPA-E55Stress tests and plan resilienceComing soon
  10. FPA-E56The CFO agenda: lenders, shareholders and dividendsComing soon
  11. FPA-E57M&A support and integration planning (awareness)Coming soon
  12. FPA-E58The FP&A leader's year and the road to CFOComing soon