FP&A Variance Pt.2 - Roll Forward & Analysis (1.5 hours) - OnDemand Webcast

Available Until March 31, 2027

On-Demand

1.5 Credits

Member Price $49.00

Non-Member Price $74.00

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Overview

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.

Highlights

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.

Prerequisites

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

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.

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!