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All About

Financial Planning
& Analysis
2.0
- CA Asif Masani

If you're interested in starting your career in


FP&A then this playbook is for you.

www.fpnaprofessionals.com​
Table of Contents
We will revisit the following posts in this E-book:

Section 1: Budgeting and Forecasting


5 Types of Financial Projections
7 Common Approaches to budgeting
The Budgeting Process in 7 Steps
Zero Based v/s Incremental Budgeting
Top Down v/s Bottoms up Forecasting
8 Steps to Capital Budgeting
3 Key Pain Points in Planning and Budgeting
7 Qualities of a Good Forecast

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?
7 Qualities of a Good Management Report
10 Ways to Analyze Data.
Understanding Common FP&A terms used in
Management Reports.
Table of Contents (contd..)

Section 3: Career​in FP&A


Top 10 FP&A Skills
Finance Business Partner Roles​
7 Common FP&A Interview Questions
​5 Tips to Ace your FP&A Interview
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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