FP&A Modeling Pt.6 - Financial Statement Aggregation (1 hour) - OnDemand Webcast

Overview

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.

Highlights

• 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.

Prerequisites

Although not required, it is recommended to take the sections of this eight-part series in order.

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.

Preparation

Attendees should have a basic understanding of accounting fundamentals and financial reporting.

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!