Financial Planning & Analysis (FP&A) Templates

Browse around the CFI marketplace to find the best Financial Planning & Analysis (FP&A) model for your finance role and impress management with a detailed financial analysis and forecast!
Project Budget Excel Template
(1)
897
318
This Project Budget Excel Template is a ready-to-use budget template to help managing projects to better evaluate the costs that…
Capital Expenditures Budget Template
(0)
911
310
This Capital Expenditures Budget Template can be used by Financial Planning & Analysis Professionals to budget the investment outlays for…
Multi-Criteria Analysis (Balance Scorecard) Template
(0)
1,040
279
Why Use a Multi-Criteria Analysis or Balance Scorecard? Strategic analysis refers to the process of conducting research on a company…
Supply Chain Template
(0)
653
223
Supply chain is the flow of product creation or service delivery from sourcing raw materials, manufacturing, distributing, retail to finally…
Year over Year Analysis (YoY) Excel Template
(0)
714
224
This Year over Year (YOY) excel template is a great tool to analyze time-series data. This type of analysis is…
Cost-Volume-Profit (CVP) Analysis Excel Template
(0)
515
222
Cost-volume-profit analysis (CVP analysis), also commonly referred to as breakeven analysis, is a method to evaluate how profitability is impacted…
Gantt Chart Template
(0)
388
202
A gantt chart is a project management tool used to arrange the schedule of a project. It is built with…
Revenue Run Rate Template
(0)
553
151
Revenue run rate is the annualized figure of a company's current revenue in a specified time period (week, month, quarter,…
Value Added Excel Template
(0)
588
147
This Value Added Template is an useful tool to calculate the important concept of Value Added both in economic terms…
Sensitivity analysis
(0)
330
63
This Spreadsheet used to determine how independent variable values will impact a particular dependent variable under a given set of…
Contracting project financial plan
(0)
333
62
The Contracting project contains many finance elements such as advance payment and retention and performance bond, bank grantee, and subcontractors,…
Regression analysis
(0)
283
51
From this case study you will learn how financial analyst use regression analyses for forecasting the sales volume regression is…
Projection plan Template
(0)
231
0
from this financial model you will learn how to forecast project revenues to organize the company's  financial statements and schedules…
Contracting and manufacturing Company financial plan and analyses
(0)
295
0
From this financial model you will be able to control and manage and plan any contracting company with any project…
Practical View of Cash flow
(0)
185
0
Cash is King - Sale is vanity, Profit is sanity, cash is a reality   It is difficult to overstate…
Case Study to establish factory for canning tomato paste
(0)
280
0
From this case study you will learn how financial analyses use the technical information and market study to create financial…

Download Financial Planning & Analysis (FP&A) Templates

What is Financial Planning & Analysis (FP&A)?

Financial planning & analysis (FP&A) is an area in corporate finance that focuses on the budgeting, forecasting and analysis of financial performance of a business. Financial analysts in the FP&A team are responsible for performing quantitative and qualitative analysis of all aspects of operations to measure how well the company is doing relative to its financial target. In evaluating historical company performance, analysts are able to forecast trends in the future and possible obstacles the company might be facing.

FP&A professionals oversee a wide range of financial affairs, such as revenue, expenses, tax expenses, capital expenditures (capex), investments, and financial statements. Financial analysts must constantly monitor, analyze and evaluate all financial activities of a company in order to provide an accurate financial forecast.

Most Common Roles of FP&A Professionals

1. Examine if the company is making good use of its excess working capital in its current assets and investments by calculating the return on investment (ROI) and cash flow.

2. Calculate financial ratios such as the current ratio, debt to equity ratio, and interest coverage ratio to assess overall financial health of the business.

3. Identify the most profit-generating product offerings of the company and compare profit margins.

4. Evaluate cost allocation between each department and functions of the company and determine the overall cost efficiency.

5. Preparing budgets with individual departments and create a consolidated budget for corporate-level decision making.

6. Preparing internal financial reports for management and leadership team.

7. Building, modifying and maintaining financial models on regular basis and produce detailed forecast of the company’s future performance using historical data.

8. Performing variance analysis to identify areas of improvement in financial planning in the year ahead.

9. Identify business opportunities for expansion or growth of the business and planning the required capital expenditures and investments.