The roadmap
Financial Planning Analyst
Budgeting, forecasting and the three-statement model, and explaining plan against actual.
Built forFor someone preparing to work as a Financial Planning Analyst.
When you need it
Budgeting, forecasting and the three-statement model, and explaining plan against actual.
The decision it supports
See the role's complete levels, choose a starting point, and know the practical evidence that closes each level before moving on.
What you receive
Financial Planning Analyst roadmap and evidence file
The track produces a reviewable workpaper, a written analysis supported by figures, a written analysis supported by figures.
An example you can inspect
First-level example: The budget
Building an operating budget from real drivers. Then Reviewing the plan with cost centre owners. It closes with a reviewable workpaper.
Continue the workflow
- Try Variance analysisAvailable now
- Keep your starting point and progressAvailable now
These are the role's levels in full. Find your starting point to see where you enter.
- 1The budget
- Building an operating budget from real drivers.
- Reviewing the plan with cost centre owners.
Operating budget: from plan to executable drivers
Budget drivers: from causality to governed assumption
Closes with a workbook
- 2Variance reporting
- Comparing actual to plan and explaining the cause, not the number.
- A monthly report management can read in one page.
Plan versus actual: from variance to cause and decision
Management reporting: a one-page decision message
Closes with an analysis
- 3The three-statement model
- Linking income statement, balance sheet and cash flow in one model.
- Sensitivity testing and funding scenarios.
Three-statement model: one assumption, three balanced statements
Scenario analysis: decision boundaries before crisis
Closes with an analysis