FP&A as a

Career
Everything you need to know about FP&A

Vivek Sharma
What is FP&A?
Financial Planning and Analysis (FP&A) is a
strategic function that involves forecasting,
budgeting, and analyzing financial data to support
decision-making and drive business growth.

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Role of FP&A
FP&A teams work closely with executive
management to provide insights and
recommendations based on financial data, helping
to optimize performance, manage risks, and
identify growth opportunities.

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Key
Responsibilities
FP&A professionals are responsible for financial
forecasting, budgeting, variance analysis, financial
modeling, and providing accurate and timely
financial reports to guide strategic decision-
making.

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Skills Required
1. Strong analytical and problem-solving skills
2. Proficiency in financial modeling and data
analysis
3. Excellent communication and presentation skills
4. Attention to detail and ability to work with
complex financial data.
5. Sound finance and accounting knowledge.

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Career
Opportunities
FP&A offers a wide range of career opportunities,
including Financial Analyst, FP&A Manager,
Business Partner, and CFO. It provides a solid
foundation for strategic finance roles and offers
growth potential.

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Most used
Applications
1. MS Excel
2. Power BI/Tableau
3. Budgeting and Forecasting Tools (Anaplan,
Planful, PivotXL, Jedox etc.)
4. ERPs (SAP, Peoplesoft, Oracle, etc.)
5. SQL

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Qualifications
A professional qualification such as a CMA, CIMA,
CA, CFA, CPA, ACCA, or MBA is helpful for one to
grow in an FP&A career.

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Certifications
That Can Help
1. Financial Modelling & Valuation Analyst (FMVA)
from CFI
2. Certified Corporate Financial Planning and
Analysis Professional (FPAC) from AFP
3. Google Data Analytics (Coursera)
4. Financial Modelling (From any institute or online
platform such as Udemy, Coursera etc.)

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Join the
discussion!
What other questions do you have about FP&A?
Share your thoughts in the comments below!

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