Show Notes

This follows one of our most popular ever episodes (episode 19: Budgeting all your questions answered). In this sequel episode, new and returning  guests answer all your new burning budget and forecasting questions and challenges. Joining us in the budget and forecasting war-room are:

• Alejandra Boggione, FP&A Manager and Senior Business Controller, FASTA

• Andrew Childress, FP&A Solutions Consultant Datarails (ex finance at Accupac, One Inc and Flint Group)

• Annette DeYoung MBA 🇮🇱, Senior FP&A Solutions Consultant, Datarails (ex finance at JL Clark, Berner Food & Beverage, Fairbanks Morse Engine)

Some of the questions tackled in this LinkedIn Live episode of FP&A Today (November 2023):

• What’s budgeting and forecasting good for?

• How do you approach budgeting in consulting firms?

• Which type of budget process works best (top down or bottom up?)

• How can FP&A be the bridge between the two?

• How does the budget work in a startup?

• What is the linkage between forecasting and the model?

• How can finance best prepare for the budget ahead of time to avoid crazy late nights?

• Revisiting the previous year’s budget – (what can be cut)?

• How can you ensure alignment between the financial plan and operational plan?

• Static annual budget versus a rolling forecast?

• How do budgets help with inflation challenges?

• How do you kickstart scenario planning?

• How often should you reforecast?

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