Financial Planning & Analysis (FP&A) | How FP&A Works ? | CA, MBA Finance, IB, FM, B.Com

Lecture by Kuldeep Sharma Sir ------------------------------------------------------- PW Skills Finance PAID Batch 📕 Click Here To Enroll " Financial Modeling with AI"👇 https://physicswallah.onelink.me/ZAZB... PW Skills Finance FREE Batch 📕 Click Here To Enroll " Financial Planning & Analysis (FP&A) – Free Series"👇 https://physicswallah.onelink.me/ZAZB... ------------------------------------------------------- This comprehensive session explores the practical mechanics of Financial Planning and Analysis (FP&A) within a corporate environment, detailing its role in the organizational hierarchy and the strategic importance of the function. It breaks down the differences between centralized, embedded, and hybrid FP&A models and explains the vital flow of information—from bottom-up data collection to top-down target setting. The video covers the complete monthly cycle, including closing actuals, performing variance analysis, and updating rolling forecasts, alongside a step-by-step walkthrough of the annual budgeting process. Furthermore, it examines how FP&A teams collaborate cross-functionally with Sales, Operations, HR, and Marketing to drive ROI, while also providing a clear roadmap for career progression from an entry-level analyst to a VP. Timestamps 0:00 - Introduction: How FP&A Works Inside a Company 02:08 - FP&A in Organizational Structure (CFO, Controller, Treasury) 05:43 - Centralized vs. Embedded vs. Hybrid FP&A Models 09:14 - Example: Sales, Operations, and Corporate FP&A Interactions 13:01 - Information Flow: Data (Bottom-Up) vs. Targets (Top-Down) 17:18 - The Monthly FP&A Cycle Explained (6 Steps) 18:14 - Step 1: Closing Actuals (ERP, CRM, and HR Systems) 22:20 - Step 2: Data Validation and Financial "Sanity Checks" 24:48 - Step 3: Variance Analysis (Actual vs. Budget/Forecast) 27:50 - Step 4: Updating Forecasts (Rolling Forecasts) 29:14 - Difference Between Budget (Target) and Forecast (Estimate) 32:06 - Step 5: Preparing the Management Pack (Executive Summary, KPIs) 35:31 - Step 6: Business Review Meetings (Defending the Numbers) 38:24 - The Annual FP&A Calendar and Strategic Planning 42:20 - The Budgeting Process Flow (Strategy to Final Approval) 47:33 - Cross-Functional Work: FP&A with Sales and Operations 52:18 - FP&A with HR: Headcount Planning and Attrition Impact 54:07 - FP&A with IT and Marketing: CapEx and ROI Analysis 57:06 - Career Ladder: Analyst, Manager, Director, to VP Levels 58:52 - Roles: FP&A Analyst (Technical) vs. Manager (Strategic) 01:03:45 - What Makes a "Good" FP&A Professional? 01:07:08 - Common Failure Points in FP&A (Manual Work, Data Quality) 01:11:00 - Conclusion: FP&A as the Operating System of Corporate Finance ------------------------------------------------------- 📕 FP&A | Financial Planning & Analysis | FP&A for CA, MBA Finance, IB, FM, BCom | Financial Planning | Financial Analysis | FP&A for Finance Aspirants    • FP&A | Financial Planning & Analysis | FP&...   ------------------------------------------------------- 📲 PW App/Website: https://pwskills.com/ 📚 PW Store: Link: https://pwskills.com/category/banking... 📲 Instagram:   / pwskills_finance   ------------------------------------------------------- 📌 For any Queries or Complaints Call us on 7428087089 67fa254762d1f60d45a855c6 ------------------------------------------------------- #FinanceCareers #CAJourney #Big4 #EY #Barclays #AmEx #InvestmentBanking #CorporateFinance #CareerPath #CharteredAccountant #FinanceInsider