Hey all, starting my first FP&A centric role in a few days, I’ll be at senior level due to my transferable skills from previous experience so I really want to hit the ground running.

I want to spend some time brushing up on financial planning concepts/skills/models before my new role - any recommendations on what I should study?

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Posting as :
works at
You are currently posting as works at

Spend your time learning what you can about the business instead. A huge part of FP&A is being able to put different pieces from the business together/ tell a story / identify issues.
You won’t need the key concepts on day one, focus on really getting to grips with the business.
Focus on building relationships with key stakeholders and who you can ask for information.
When you get data, be sure you understand the source that it has come from. You’ll have data fired at you from all different places, and you’ll need to become “one source of the truth” for senior management.
Hope this helps!

likesmart

Hard to say… Depends on the industry and your specific role. Brush up on your advanced excel formulas and focus on learning the business ins and outs while on boarding.

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