Resources for FP&A professionals


I'm on a mission to develop the next generation of FP&A leaders. This is why I've compiled the most helpful resources I can find (mine and others) to help you grow your FP&A career.

[FREE] This guide details the 4 step system that you can use to drive value in your business as an FP&A analyst. Focusing on these 4 steps will allow you to stand out among your peers and accelerate your career.

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[FREE] If you are looking to break into FP&A with no work experience or from a different profession (like accounting, audit, tax), then consider my free guide. It includes an interview prep guide, Excel must-know trainings, how to choose the right FP&A role for you, and what the common career path is to climb the FP&A ladder.

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This guide (with Excel template) details the most impactful frameworks, systems, tools, and tips I have compiled over the last 10 years in FP&A. I credit this system for my ability to go from FP&A Analyst to Director in only 8 years.

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Join 350+ other aspiring FP&A professionals in the live 8-week FP&A Bootcamp. Create analysis, forecasts, and presentations that drive the business forward. Master the essential skills of Financial Planning & Analysis.

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Learn best-practices of financial modeling without all of the jargon and headache. This course has been featured in Wall Street Prep, Business Insider, LinkedIn Learning, FTI Consulting, and others. Join thousands of students who have learned financial modeling the right way.

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Causal is a financial modeling, reporting, and planning tool that dramatically streamlines the time it takes to build a best-in-class financial model for your company. The best part? It's 100% free to try out.

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