Implement  financial modeling and FP&A best practices

The FP&A Flywheel is a video course where you learn to  build a world class FP&A process from scratch.

Explore the course

What you'll learn?

 

By the end of this course you'll have the same FP&A best practices as some of the highest performing corporate financial leaders in the world.

Build confidence in your financial modeling and advisory skills

Design a best practice FP&A process for your company

Learn industry standard reporting, analysis, and forecasting techniques

Course Overview:

You'll be guided step-by-step on how to set up financial reporting, analysis, and forecasting for your company.

  • Design an ideal monthly calendar so you can reliably produce value for executives and key stakeholders

  • Build an efficient financial model in Excel and learn how to structure it so you reduce your time spent updating the model

  • Improve your revenue predictions so you can project your future revenue using your unique business model 

  • Drive expense efficiency in your company using vendor level expense forecasting, department budgeting, and by-person headcount modeling - all in Excel

  • Master financial analysis to consistently diagnose and communicate business opportunities using my $100M Analysis Template

  • Copy my Perfect Executive Reporting Template that I've used to clearly communicate the financial storyline with executive leaders and key stakeholders

  • Lead the planning and budgeting process with a strategic planning framework and monthly initiative plan scorecard

 

This course is best for:

1. Finance professionals (including full-time finance professionals, CFOs, fractional CFOs, bookkeepers, CPAs, and accountants) who want to add more consistent value to the businesses they support

2. DIY business leaders who want to run an efficient financial operation for their company without spending thousands of dollars on fractional or full-time financial consulting

Online Course

$195

30-day money back guarantee

  • PowerPoint and Excel templates and examples for modeling, reporting, analysis, and forecasting
  • Lifetime access to the course including all future updates
  • 30-day money back guarantee
BUY NOW

Online Course + Consultation

$395

Most Popular

  • Everything included in the the Online Course tier
  • 1-hour session with Brett Hampson to help you with your unique situation
  • $50 discount off the regular 1 hour consulting price (regularly $250)
BUY NOW

Module 1

The FP&A Flywheel

You'll learn how FP&A fits within the CFO function and how the best FP&A teams create consistent value in a business.

The FP&A Flywheel is a monthly recurring process that the highest preforming companies use to consistently produce value for their key stakeholders. It begins when the books close,  ends with executive reporting, and includes everything I teach in this course.

Module 2

Financial Modeling

Learn best practices of financial modeling (Income Statement modeling only, not 3-statement) including how to build a financial model that creates clarity for your company.

You'll also learn what the best companies do to reduce errors in their financial model and how to break apart your model when it gets too big and want to delegate it to your team.

Module 3

Revenue Modeling

Revenue modeling is the most critical part of every financial model - you'll learn how to accurately predict revenue by reverse-engineering your business model.

There are 2 main revenue modeling techniques for high-ticket and low-ticket products/services. You'll learn how to build both so that you can predict revenue for anything your business wants to sell. This also creates a foundation for you to easily do monthly analysis to uncover issues in the business.

Module 4

Expense Modeling

As companies grow, it's important to maintain the expense discipline within finance. That's why you'll learn the 3 most common expense modeling techniques to drive expense accountability (department budgeting, vendor forecasting, and headcount modeling).

Department budgeting will help you drive accountability to each business leader. Vendor forecasting will help you understand where every dollar is being spent. Headcount modeling will link your sales and operations forecasts to your expense forecast so your staffing decisions are reflected in your financial outlook.

Module 5

Monthly Calendar

As your company scales, it's important to continue to drive value and transparency on repeat. That's why you'll learn to develop a monthly calendar that works for your business.

From closing the books to producing executive/board/lender reporting, you'll develop a process that is efficient and builds trust throughout the month with your leadership team.

Module 6

Financial Analysis

Learn how to analyze financial results quickly with variance analysis then dive deep with root cause analysis. Each monthly analysis creates opportunities for finance professionals to create value by driving the leadership team towards action.

You'll learn my simple but powerful 1-pager $100M Analysis template that you can use to communicate complex financial topics to non-technical senior leaders. Don't just stop at explaining what happened, but learn how to communicate why it happened and what senior leaders should do about it.

Module 7

Executive Reporting

Every great leadership team knows their results storyline. And it's the job of finance to present it in a way that drives understanding and action.

You'll learn my Perfect Executive Reporting template so you can implement a world class results package that fits your company's needs. You'll get Excel and PowerPoint templates to give you a head-start on building executive reporting for your company.

Module 8

Planning & Budgeting

A great budget can drive an entire organization forward for 12 months. And Finance is in a unique position to lead the charge when it comes to setting goal.

From planning calendars and to-do lists to the reports and models needed to measure progress against expectations, you'll have all the tools and templates you need to lead the planning and budgeting process in your company.

Online Course

$195

30-day money back guarantee

  • PowerPoint and Excel templates for modeling, reporting, analysis, and forecasting
  • Lifetime access to the course including all future updates
  • 30-day money back guarantee
BUY NOW

Online Course + Consultation

$395

Most Popular

  • Everything included in the the Online Course tier
  • 1-hour session to help you implement your ideal FP&A solution
  • $50 discount off the regular 1 hour consulting price (regularly $250)
BUY NOW

About your instructor

Video Poster Image

Brett Hampson has been a finance professional for some of the largest and fastest growing companies in the world for 10 years. His passion for teaching combined with his experience as a senior finance leader helps to bring finance best practices to SMBs, startups, and finance teams across the world.

Questions and Answers about The FP&A video course Flywheel

Online Course

$195

30-day money back guarantee

  • PowerPoint and Excel templates for modeling, reporting, analysis, and forecasting
  • Lifetime access to the course including all future updates
  • 30-day money back guarantee
BUY NOW

Online Course + Consultation

$395

Most Popular

  • Everything included in the the Online Course tier
  • 1-hour session with Brett Hampson to help you with your unique situation
  • $50 discount off the regular 1 hour consulting price (regularly $250)
BUY NOW