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Financial Planning & Analysis (FP&A) | How FP&A Works ? | CA, MBA Finance, IB, FM, B.Com
Lecture by Kuldeep Sharma Sir
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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 informationβfrom 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
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π 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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A lesson I learned early on about money #money #wealth #financialliteracy #finacialfreedom
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Bitcoin: The Early March Rally
Bitcoin usually gets a rally into early March, then forms a lower high and goes lower into April/May. Let’s discuss!
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A masterclass in financial responsibility right here #grwm #newmakeup #sephoramakeup #madeleine
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Money Checks (Prod. by Hukky Shibaseki)
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Show Me The Money 12 Episode 1
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HOA Collected βDonations.β The Financial Records Told the Truth. #hoadrama
The HOA demanded what they called βmandatory donationsβ from residents.
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When HOA finances meet public records, the truth tends to surface fast.
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The Fed Wants To Stop Bitcoin & Crypto?! | Caitlin Long
Caitlin Long is the founder and CEO of Custodia Bank and a pioneer at the intersection of traditional finance and crypto. This conversation was recorded live at Bitcoin Investor Week in New York.
In this conversation, we break down stablecoins, tokenized deposits, and U.S. banking regulation, explaining why stablecoins were pushed outside the banking system and how tokenized dollars could reshape payments and markets. We also discusses custody risk, bank account closures, bitcoin ETFs, and the key barriers still slowing cryptoβs integration into traditional finance.
π Audio Podcast
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π₯οΈ From The Desk of Anthony Pompliano
Check out my NEW show for daily bite-sized breakdowns of the biggest stories in finance, technology, and politics: http://pompdesk.com/
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β° TimeStamps:
0:00 – Intro
0:24 – Stablecoins, regulation & government control
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6:16 – How tokenization plays into all of this
8:05 – Bitcoin, custody risk & βnot your keysβ
9:51 – Bitcoin vs Gold
14:06 – What are some big milestones left?
15:28 – 7 Network Effects of Bitcoin: where are we now?
18:59 – Big banks, infrastructure risk & legacy systems
22:09 – What is next for Custodia Bank?
#Bitcoin #AnthonyPompliano #Pomp
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