Cover of 'The FP&A Market Guide: A Guide to 3rd Generation FP&A Tools, Version 2' in bold text on a dark purple background.

Free FP&A Resource Guides

3rd Gen Market Guide Year 2

Description: Discover the ultimate guide to 3rd Generation FP&A Tools! The FP&A Market Guide is your essential resource for understanding the latest advancements in financial planning software. Explore core components, vendor comparisons, and the impact of AI on FP&A.

Cover of "The FP&A Market Guide: A Guide to 3rd Generation FP&A Tools"

3rd Gen Market Guide Year 1

Description: Discover the ultimate guide to 3rd Generation FP&A Tools! The FP&A Market Guide is your essential resource for understanding the latest advancements in financial planning software. Explore core components, vendor comparisons, and the impact of AI on FP&A.

Text: How you can break into FP&A from your current role in accounting.

Break Into FP&A from Accounting

Description: 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.

Logos of various forecast and budgeting software companies under FP&A category, including Adaptive Insights, Anaplan, Mosaic, Aleph, Cube, Stratify, Finmark, Vareto, DataRails, Onplan, Clockwork, Prevedere, Causal, Pigment, and Abacum, displayed in a grid layout.

CFO Tech Software

Description: 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

Illustration of a man holding a laptop with text 'Financial Ratios & Metrics General & Industry Specific' and 'The FP&A Guy'. Background features a bar and line chart.

Financial Metrics by Industry

Description: This guide lists some of the top financial metrics for several common industries.

  • 100+ Planning Tools

  • 25 Spreadsheet Programs

  • 10+ Financial Modeling Tools

  • SaaS Finance Tech Stack

  • Next-Gen Finance Tech Stack

Illustration of a man with a beard and suit holding a laptop, titled "Excel Resource Guide - The FP&A Guy."

Microsoft Excel Guide

Description: This guide contains various resources on Microsoft Excel including:

  • Excel Tables

  • Excel Power Query

  • Excel Shortcuts

  • Excel Resources

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EBITDA

Description: A fun & humorous guide discussing some of the challenges of using EBITDA for valuations.

Infographic titled "8 Best Practice Tips for Implementing Flash Reporting" by liveflow. Tips include focusing on key metrics, keeping it simple, providing reports for business leaders, comparing results, offering recommendations, emphasizing story over visuals, keeping it short, and using automation.

Flash Reporting

Description: 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.

SaaS Metrics Guidebook

Description: 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.

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Headcount Planning

Description: This guide discusses the most common methods used for headcount planning and common types of compensation costs.

Profit and Loss Statement diagram showing Revenue minus COGS minus Expenses equals Profit.

Financial Model Basics for Owners

Description: This 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.

Quote by John C. Maxwell on leadership and influence.

The Art of Influencing

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

FP&A Resource Guide cover with logos of The FP&A Guy and Plan Buddies, featuring contributing authors Khaled Chowdhury and Lance Rubin with their photos.

Ultimate FP&A Guide

Description: The Ultimate FP&A Resource Guide contains over 180 pages of content on FP&A, Financial Modeling, Excel, and More.

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Financial Modeling Guide

Description: The Financial Modeling Guide contains resources on Financial Modeling including multiple articles written by various modeling experts.

Illustration of four pillars labeled with business functions: Data Management, Budgeting/Financial Modeling, Dashboards/Reporting, and Workflow/Collaboration on a blue background.

FP&A Market Landscape

Description: 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.

Three people working in an office with computers, discussing something on a screen labeled 'Power BI Getting Started for FP&A'. Logos for DataCrafters.ie and Model Citizen are in the top right corner.

Power Bl Getting Started Guide

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