FP&A Resource Guides

Break into FP&A from Accounting: This guide provides recommendations on breaking into FP&A from accounting and was created by Josh & Paul Barnhurst. Josh runs MightyDigits, a finance and bookkeeping firm for startups.

Website: Mighty Digits

Linkedin: Josh Aharonoff

CFO Tech Software: This guide provides a list of companies for CFO Tech software including:

  • 100+ Planning Tools

  • 25 Spreadsheet Programs

  • 10+ Financial Modeling Tools

  • SaaS Finance Tech Stack

  • Next-Gen Finance Tech Stack

EBITDA: A fun guide talking about some of the challenges of using EBITDA for valuations.

Headcount Planning: This guide discuss the most common methods used for headcount planning and common types of compensation costs.

Key Metrics by Industry: This guide lists some of the top financial metrics for several common industries.

Flash Reporting: This guide discusses the different types of flash reports and provides sample flash reports. The guide was sponsored by LiveFlow a tool for automating your financial reporting. You can learn more about LiveFlow and how it helps support financial reporting here.

Financial Model basics for owners: The guide includes an overview on the P&L statement, financial models, and scenario planning. The guide was sponsored by Profit Frog a profit modeling tool for founds and you can learn more about Profit Frog by clicking here.

SaaS Metrics: This guide provides an overview on common SaaS metrics and best practice tips for making sure metrics are aligned throughout the organization. The guide is sponsored by Subscript. Subscript is a SaaS metrics reporting tool. Click here to learn more about Subscript

The Art of Influencing: This guide provides some advice on how to influence others and shares a list of popular books about influencing.

Dynamic Arrays: This Excel file was created by Serdar Barbaros Ozsoy and shows some really cool things that are capable with Dynamic Arrays.

Sensitivity Table: This excel file compliments the YouTube video explaining how to create a dynamic sensitivity table.

Power BI: Getting started for FP&A by Khaled Chowdhury and Lance Rubin

FP&A Market Landscape: This file is based on the presentation I gave for the Finance Alliance on the FP&A Market Landscape on March 8th, 2023. The file contains my thoughts and research as it relates to spreadsheets, planning tools, and the overall market landscape.