Yash Bhati

Financial Analyst, MBA(Finance), B.com, CS Executive

WHAT THE
HACK IS AN
FP&A
]

Let Me give you a brief Intro

FP&A stands For Financial

Planner and Analyst they are
persons trained to be
professionals in the core of
Companies valuation and
Project Planning decisions.

Still Not clear!

Don’t Worry lets see

to some of its
functions which help
you get to know what
He exactly does.
Yash Bhati
Financial Analyst, MBA(Finance), B.com, CS Executive

A- Yes, I do those
Q – ok first decisions which companies
answer me take to either expand
this, Do you business and grow to
achieve synergies or get
know about
more strong as competitor
strategic
in market. Like- Mergers,
decisions?
Acquisitions, Demerger,
Divestitures etc.

Great, That ease my work now I can tell you how

the FP&A professional plays their role in here.

• Think a situation where company wants to

merge/ acquire another company for an
example, now both company needs correct
price that one will pay to ather to
merge/acquire for that who will help them
decide the right price?- An FP&A
• Think of another situation a privately owned
company decides to go public but it is not sure
what value per share it should ask for its
shares who will assist?- An FP&A

Amazing Right! I Know wait I have more…

• Now think you want to know what will be your key

financials like sales, profits, expenses will be for next
year who will help? – An FP&A will do expected
projections for you and will tell you the estimated
W W
financials and will also help you analyze variance in
estimation and actual at the end of estimated year.
• Now see this a company approaches FP&A before
investing in a huge project why ?- because he can tell
what probably could be the returns from such
investment and what risks will be associated with it.
 Yash Bhati
Financial Analyst, MBA(Finance), B.com, CS Executive

• Now let say a company is stressed that its

getting a lot of revenue from sales and
operations but the profit is not even 1/4th
of all such revenues and it doesn’t know what
to do- An FP&A will do cost analysis and help
company increase its profit margins isn’t
that great!

SEEMS LIKE YOU ENJOYED THE

KNOWLEDGE.

I guess that gave you a general idea about the

FP&A professionals working. right!