CFI’s ?FP&A Variance Pt.2 – Roll Forward & Analysis? course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.
Learning Objectives
• Compare actual figures on a year-over-year basis and versus budget estimates.
• Perform quantitative and qualitative analysis to write commentary for key stakeholders.
• Review procedures for rolling financial models forward for a new fiscal year and establish a revised budget forecast.
Major Topics
• Analyze monthly data to determine whether adjustments are needed to financial forecasts.
• Compare actual results to financial forecasts and budget estimates on a monthly basis.
• Understand best practices for rolling monthly financial models forward for a new fiscal year.
