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.
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.
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.
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
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
Microsoft Excel Guide
Description: This guide contains various resources on Microsoft Excel including:
Excel Tables
Excel Power Query
Excel Shortcuts
Excel Resources
EBITDA
Description: A fun & humorous guide discussing some of the challenges of using EBITDA for valuations.
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.
Headcount Planning
Description: This guide discusses the most common methods used for headcount planning and common types of compensation costs.
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.
The Art of Influencing
Description: This guide provides some advice on how to influence others and shares a list of popular books about influencing.
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.
Financial Modeling Guide
Description: The Financial Modeling Guide contains resources on Financial Modeling including multiple articles written by various modeling experts.
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.
Power Bl Getting Started Guide
Description: Getting started with Power BI for FP&A Professionals by Khaled Chowdhury and Lance Rubin