FP&A Variance Pt.2 - Roll Forward & Analysis 2025-26

Overview

CFI’s “FP&A Variance Pt.2 — Roll Forward & Analysis” course will help you understand how to analyze monthly results and compare figures to budget estimates. The course will also cover approaches to rolling financial models forward for a new fiscal year.

Highlights

• Analyze monthly data to determine whether adjustments are needed to financial forecasts.
• Compare actual results to financial forecasts and budget estimates on a monthly basis.
• Understand best practices for rolling monthly financial models forward for a new fiscal year.

Prerequisites

Although not required, it is recommended to take the sections of this eight-part series in order.

Objectives

• Compare actual figures on a year-over-year basis and versus budget estimates.
• Perform quantitative and qualitative analysis to write commentary for key stakeholders.
• Review procedures for rolling financial models forward for a new fiscal year and establish a revised budget forecast.

Preparation

Attendees should have a basic understanding of accounting fundamentals and financial reporting.