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All About FP&A Playbook 2.0

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Analysis

&

2.0

All About

Financial Planning

- CA Asif Masani

If you're interested in starting your career in

FP&A then this playbook is for you.

www.fpnaprofessionals.com​


5 Types of Financial Projections

7 Common Approaches to budgeting

8 Steps to Capital Budgeting

3 Key Pain Points in Planning and Budgeting

7 Qualities of a Good Forecast

7 Qualities of a Good Management Report

Table of Contents

We will revisit the following posts in this E-book:

Section 1: Budgeting and Forecasting

The Budgeting Process in 7 Steps

Zero Based v/s Incremental Budgeting

Top Down v/s Bottoms up Forecasting

Section 2: Management Reporting

7 Most Common FP&A Reports - Part 1

7 Most Common FP&A Reports - Part 2

Variance Analysis - 3 Crucial Questions to ask?

10 Ways to Analyze Data.

Understanding Common FP&A terms used in

Management Reports.


7 Common FP&A Interview Questions

​5 Tips to Ace your FP&A Interview

Table of Contents (contd..)

Section 3: Career​in FP&A

Top 10 FP&A Skills

Finance Business Partner Roles​

Should I work in FP&A - Work life reality and

Exposure


Why I designed this playbook?

I developed this playbook with a goal to help 1 Million

students, professionals and executives develop essential

FP&A skills.

Asif Masani

CA Asif Masani

This book is for:

Fresher's in Finance: who want to explore FP&A as a career option.

Young FP&A professionals: FP&A is not a part of the syllabus/

curriculum in college and professional finance degrees. Freshers

getting in this profile don't have a lot of background when they start,

and they mostly learn the skills on the job. I am hoping this playbook

will help them to bridge the gap faster or at least give them a place to

start.

Career Switchers /Mid-career professionals​: Many professionals

want to transition from other profiles into FP&A but don't know where

to start.​ This could be a great starting point for them.


GRAB A COPY

Get your copy from amazon.in (link in the Comments

below)​




























































--

Section 2

Management

Reporting
























































Section 3

Career in

FP&A












































About the Author

Asif Masani is an FP&A professional with 12+ years of experience in

banking, pharma and EdTech, working with organizations like EY,

Citibank, Pfizer, Great Learning and Coursera. Presently, he leads the

FP&A function for APAC and India at Coursera.

He is a Chartered Accountant by qualification with a flair for driving

decision-making and value creation for organizations. He is perceived

as one of the leading thought leaders in the field of Financial

Planning and Analysis (FP&A). He is a contributor to fpa-trends.com

and fpnaprofessionals.com.

His goal is to help 1 million students, professionals and executives

develop essential FP&A skills. Over the weekends, he can be found

teaching, writing or creating and designing content.

You can reach out to him

via LinkedIn https://www.linkedin.com/in/asifmasani/​

or email at asif.masani@gmail.com

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