(Financial Planning & Analysis) FP&A | One Shot | Basics to Advanced | CA, MBA Finance, IB, FM

Lecture by Kuldeep Sharma Sir

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Financial Planning & Analysis (FP&A) is a critical function within corporate finance that bridges the gap between accounting and strategy, focusing on converting financial data into actionable insights for leadership. This comprehensive session covers the core responsibilities of an FP&A professional—including budgeting, rolling forecasts, variance analysis, and scenario planning—while providing practical Excel-based tutorials and strategic frameworks like SCR (Situation, Complication, Resolution). From understanding the organizational hierarchy and departmental partnerships to mastering data visualization and career roadmaps, this guide equips aspiring analysts, CAs, and MBA graduates with the essential technical and communication skills needed to influence high-stakes business decisions.

0:00 Introduction to FP&A
3:27 The Financial Stack & FP&A’s Role
11:32 FP&A vs. Accounting
15:58 Core Responsibilities: Budgeting & Forecasting
21:20 The FP&A Value Chain: Data to Decisions
29:36 FP&A vs. Business Intelligence
32:46 Key Questions Leadership Asks
39:30 Core FP&A Outputs & Integrated Thinking
47:00 Revenue & Cost Analysis
55:40 Planning Horizons: Annual Budget vs. Rolling Forecast
1:02:26 FP&A as a Business Partner
1:07:29 Essential Skills & Common Myths
1:13:06 Organizational Structure & Information Flow
1:30:02 The Monthly FP&A Cycle in Detail
1:41:51 Budget vs. Forecast Deep Dive
1:55:05 The Budgeting Process Flow
2:00:08 Interacting with Sales, Ops, HR, & Marketing
2:09:44 Career Levels: Analyst to Head of FP&A
2:16:29 Characteristics of a Good FP&A Professional
2:19:51 Common Failure Points in FP&A
2:27:00 Understanding Financials Through an FP&A Lens
2:40:13 Variance Analysis: Budget, Forecast, & Pr-Year
2:52:46 Practical Variance Calculation Tutorial
3:00:41 Root Cause Discovery: The 5 Whys Technique
3:11:45 Revenue Variance Decomposition (Price, Volume, Mix)
3:31:10 Operating Leverage: Positive vs. Negative
3:40:28 Unit Economics & Rule of 40
4:00:01 Cash Flow Check: Profit vs. Fact
4:07:34 Capital Allocation using ROI, IRR, & NPV
4:13:13 Executive Reporting Wireframes
4:22:31 Case Study: Building an Annual Budget
5:07:09 Case Study: Reconciling Top-Down vs. Bottom-Up Budgets
5:53:50 Forecasting & Scenario Analysis Best Practices
6:19:41 Practical: Building a 12-Month Rolling Forecast
7:26:22 Case Study: Q4 Variance Analysis & Board Presentation
8:18:59 Data Visualization & Management Reporting
8:49:01 Tutorial: Building Executive Dashboards in Excel
9:09:32 Creating Waterfall Bridges & KPI Charts
9:26:34 Communication for Non-Finance Stakeholders
9:36:50 The Pyramid Principle & SCR Framework
9:55:42 Case Study: Handling Marketing Overspend Reporting
10:03:19 Strategic Decision Support: Insight, Foresight, Oversight
10:20:32 Deep Dive: Building Scenario Models
10:29:56 Integrated Business Planning (IBP)
10:37:34 Key KPI Frameworks (ROI, FCF, Net Debt)
11:07:06 Career Roadmap: Salary, Skills, & Entry Paths
11:30:12 Resume Building & Interview Preparation
11:36:47 Final Summary & Action Plan
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📕FP&A | Financial Planning & Analysis | FP&A for CA, MBA Finance, IB, FM, BCom | Financial Planning | Financial Analysis | FP&A for Finance Aspirants

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