Financial Planning & Analysis (FP&A) is a forward-looking function that involves financial planning, budgeting, forecasting, and performance analysis to support strategic decision-making. Through mapping out objectives and projected outcomes, companies gain valuable insights into the direction and potential of their business.

FP&A analysts deal with a wide range of financial data, including basic accounting transactions, major financial statements, taxes, investments, and capital expenditures. Senior executives rely on the FP&A teams to project a firm’s financial results by reviewing past company performance and various economic and business trends.

These open-access course notes are an excellent resource for financial analysts, business analysts, bankers, corporate executives, consultants, and finance students.

Are you looking to enhance your understanding of FP&A? Discover the mechanics of the budgeting process and gain practical knowledge with our course FP&A: Building a Company’s Budget.

You can also download our free Excel templates on major financial statements, including ABC Company – Annual Report, Common-Size Balance Sheet, Common-Size Cash Flow Statement, and Common-Size Income Statement.