CFI’s ?FP&A Modeling Pt.6 – Financial Statement Aggregation? course will help you understand how to construct financial statements using FP&A totals. We will also review best-in-class approaches to aggregating monthly figures into quarterly and annual amounts.
Learning Objectives
• Track current & deferred income taxes monthly to determine profitability and cash impact of tax payments.
• Consolidate FP&A figures into financial statements to evaluate the financial health of the company.
• Aggregate monthly figures using industry best practices up into quarterly and annual estimates.
Major Topics
• Understand the difference between current & deferred income taxes and why both are needed in FP&A models.
• Use consolidated monthly financial statements to determine the company
• s health in terms of profitability and cash flow
• Use Excel functions to aggregate monthly figures into quarterly and annual estimates.
