TOOLS & TEMPLATES
Useful finance tools should remove work, not create another process.
This is the home for practical FP&A resources: checklists, frameworks and templates designed to help finance teams get to a useful answer faster.
CURATED FP&A RESOURCES
Start with the job you need to get done.
No giant download library. Just practical guides for the finance work that tends to matter most.
Forecasting & planning
Driver-Based Forecasting
Identify the operating drivers that actually move the forecast.
Revenue Forecast
Build the top line from business mechanics instead of last year plus a percentage.
Rolling Forecast
Understand when a rolling view improves decisions and when it only adds work.
Cash & financial control
13-Week Cash Forecast
Build a weekly view of receipts, disbursements and near-term liquidity.
Budget vs. Forecast
Separate the target from the latest view of where the business is actually heading.
Variance Analysis
Find the movements management should care about instead of narrating every line.
Models, scenarios & reporting
Scenario Planning
Build scenarios around decisions, assumptions and trigger points management can use.
Financial Model Review
Pressure-test a model before its outputs become somebody else’s decision.
Management Reporting Pack
Focus the monthly pack on performance, outlook and the questions leadership needs answered.
HOW I THINK ABOUT IT
A template is a starting point, not an operating model.
Adapt it to the businessA generic model becomes useful only when its drivers match how the company actually works.
Keep the maintenance visibleA tool that saves ten minutes but creates two hours of monthly upkeep is not automation.
Retire what stops helpingFinance accumulates artifacts. Good teams periodically decide which ones still deserve to exist.
Need something built around your business?
If the generic version gets you 70% of the way there, we can work on the remaining 30% that usually contains the real decision.