The FP&A Operating System

This guide details the systems and frameworks I use as a Finance Director to drive value for my business and create efficiency for my department.

The first time an executive says you are the best Finance professional they’ve ever worked with... is amazing.

The feeling you get when your company wants to keep promoting you... is flattering.

When your team says they would follow you wherever you go... it's the goal.

...I can't do it justice in words.

You'll have to experience it to understand.

And you can.

So, I'm going to teach you the frameworks, skills, and roadmaps that made my Finance career journey possible.

Think of this guide as a collection of the most important principles that I've learned over the past 10+ years.

The goal of this guide is to help you make a larger impact while becoming more efficient.

If that sounds like something you want, then keep reading...

The FP&A Operating System (OS)

When I became a Finance leader I was short on time and energy and was getting caught up in non-value added work each day.

If I wanted to make more of an impact without burning myself out, I needed to think differently...

After years of mentorship, time, and energy, I found that the solution lies in having a collection of systems and frameworks that allow me move through the day almost on auto-pilot.

The frameworks and systems help me focus on activities that add value in my company and accelerate my career.

Who this guide is for:

• CFOs and Finance leaders who want to ensure they are implementing FP&A best practices.
• High-performing Finance Analysts and Managers who aspire to grow their career, make more impact, and work less hours.
• Finance professionals who work in small or large companies in any industry - I used this OS from a $50M tech company to a $50B financial services company.

What you get in the guide:

1. 48 pages of frameworks, systems, tips, and tricks to grow your FP&A career - these are the same ones I use every single day to maximize my impact.
2. An Excel workbook swipe-file that gives you access to the exact frameworks and systems in the guide.

What others said about it:

Contents:

Part 1: Create a vision and get s*** done

Become a visionary FP&A leader within your company.

You'll learn to:

1. Turn your desires into a vision
2. Break your vision into actionable goals
3. Align your goals down to daily tasks
4. Mechanize your priorities workflow
5. Become so proactive you get more done in less time
6. Never miss a to-do again
7. Get the right work done first
8. Push back on frivolous work

Part 2: Build your reporting ecosystem

Minimize your time spent on reporting so you can add more value.

You'll learn to:

1. Design the perfect monthly reporting cadence
2. Build reports that actually inspire action
3. Eliminate metric confusion within your organization
4. Know what to include in each monthly report you create
5. Determine when to build or automate
6. Sunset existing reporting without a fight

Part 3: Analysis that drives action

Become a best-in-class analytical mind that is indispensable by the business.

You'll learn to:

1. Generate company value using my $100M 1-pager analysis template
2. Master the 'what happened', 'why', and 'so what' analysis
3. Implement up/down analysis in every P&L account
4. Explain complex metrics with variance analysis
5. Learn my 'sliding box' analytical technique
6. Reconcile the gap to your sales expectations
7. Visualize your gap to expectations
8. Deconstruct a sales funnel into the critical pieces

Part 4: Forecasting framework for FP&A

Learn to predict the future with increased certainty.

You'll learn to:

1. Build a best-in-class forecast with multiple pick techniques
2. Set up a forecast evaluation framework that I've used at Fortune 100 companies
3. Lead your strategic plan process this year
4. Close the gap between your forecast output and leadership expectations

Part 5: Consulting to build advocates

Become the most proactive FP&A professional you know.

You'll learn to:

1. Run a best-in-class monthly results conversation
2. Have a conversation, not host a presentation
3. Move the conversation towards outcomes
4. Link operational results to financial outcomes
5. Anticipate follow-ups before the meeting
6. Prepare for monthly results conversation like an FP&A Director

Is it really worth $29?!

It would cost you $1,200 if I coached you 1:1 through this material. Plus, I’ve never seen this level of detail shared anywhere else.

See what others have to say…

“I really enjoyed your [guide]. The other courses are more geared toward higher level topics such as business partnering, forecasting/analytics and after a while they all provide the same info. I liked how yours showed your exact process and schedule”

- Sameer, FP&A professional

“Hello Brett, I wanted to express my gratitude for your exceptional explanation of the core concepts. Your written material is so comprehensive and well-crafted that it provided me with a profound understanding of the Reporting ecosystem. I greatly appreciate your contribution and the fact that no video was necessary. Thank you immensely for your valuable insights.”

- Subhasis, FP&A professional

Am I the right teacher for you?

For the last decade, I've dedicated my career to leading high-performing FP&A teams in PE-backed tech startups and publicly traded Fortune 100 companies. It took me 8 years to go from FP&A Analyst to Director leading teams of 15+.

I've helped companies develop and execute strategic plans that led to market share growth, improved profitability, better staffing management, and improved customer satisfaction - all while maintaining a 95% employee engagement score and a 10% employee turnover rate on my team.

While I'm proud of my accomplishments, I encourage you to evaluate me on 2 personal promises:

• I will only teach you things that have been proven to work for me.
• I will continuously improve this workbook with your feedback and new research.