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FP&a Technical Skills

The document outlines essential technical skills for Financial Planning & Analysis (FP&A), including core financial skills like financial modeling and accounting. It emphasizes the importance of mastering Excel/Google Sheets, data visualization tools, ERP systems, and reporting software. Additionally, it mentions analytical tools and other useful software for effective collaboration and documentation.

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lisaremo6
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16 views2 pages

FP&a Technical Skills

The document outlines essential technical skills for Financial Planning & Analysis (FP&A), including core financial skills like financial modeling and accounting. It emphasizes the importance of mastering Excel/Google Sheets, data visualization tools, ERP systems, and reporting software. Additionally, it mentions analytical tools and other useful software for effective collaboration and documentation.

Uploaded by

lisaremo6
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd

Technical Skills for FP&A (Financial Planning & Analysis)

Core Financial Skills

- Financial Modeling: Forecasting, scenario analysis, budgeting, valuation

- Accounting: Financial statements, accrual vs cash, journal entries

- KPIs: Gross Margin, EBITDA, ROIC, Budget vs Actual, CAC, LTV

Excel / Google Sheets (Must Master)

- Advanced formulas: INDEX MATCH, SUMIFS, IFERROR, XLOOKUP

- Pivot Tables, Conditional Formatting, Data Validation

- Scenario & sensitivity analysis

- Dashboards, Charts, Basic VBA/Macros

Data & Visualization Tools

- Power BI / Tableau for dashboards & KPI tracking

- Excel Dashboards

- Google Data Studio (if using G Suite)

ERP & Accounting Systems

- SAP, Oracle, NetSuite, QuickBooks, Tally

- Understanding GLs, sub-ledgers, cost centers

Analytical & Statistical Tools (Bonus)

- Python or R for analysis (optional but helpful)

- Excel Solver, Regression Tools

- SQL for data extraction

Reporting & Planning Software

- Anaplan, Hyperion, Adaptive Insights, Planful

(Used in enterprise budgeting/forecasting)


Technical Skills for FP&A (Financial Planning & Analysis)

Other Useful Tools

- PowerPoint for presentations

- Notion / OneNote / Evernote for notes

- Slack / MS Teams for collaboration

- Typing speed (for faster documentation)

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