FP&A Academy is an immersive, 9-hour online course that awards 11 CPE credits and delivers the practical expertise finance professionals need to excel in budgeting, forecasting, and reporting. You’ll begin by defining the three core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and exploring how they interlink to tell a cohesive story of organizational performance. From there, you’ll learn to distinguish between top-down and bottom-up forecasting approaches, apply each to revenue and expense models, and identify key drivers within a SaaS P&L to build accurate cost and revenue projections. Along the way, you’ll gain fluency in constructing comprehensive operating budgets and separating workforce from non-workforce costs, ensuring you can navigate every facet of the budgeting process with confidence.

After completing this course, the learner should be able to:

• Define the core financial statements—Income Statement, Balance Sheet, and Cash Flow Statement—and describe how they are interconnected.
  
  

• Distinguish between top-down and bottom-up forecasting approaches and apply each method to revenue and expense planning.
  
  
  

• Identify the key components and drivers of a SaaS company’s P&L and apply them to cost and revenue forecasting models.
  
  
  

• Recognize the structure of a comprehensive operating budget and differentiate between workforce and non-workforce cost planning techniques.
  
  
  

• Evaluate budget vs. actual results using variance and trend analysis, and assess their implications for strategic financial decision-making.
  
  
  

• Apply financial insights to develop management reports, including consolidated P&L, departmental expenses, and cash performance metrics.
  
  
  

• Construct a fully integrated three-statement financial model (Income Statement, Balance Sheet, and Cash Flow Statement) to support planning and forecasting activities.