FP&A / THE PREPARATION DESK
Turn the forecast into a decision.
Prepare for FP&A and senior financial analyst roles with worked operating cases, clear explanations and evidence of the work you can do.
ORIGINAL PRACTICE CASE / LARCH SUPPLY
Sales are up. Is the month better?
| Revenue | $500,000 |
|---|---|
| Contribution | $200,000 |
| Fixed costs | $120,000 |
| Operating profit | $80,000 |
Budget contribution is $20 per unit on 10,000 units. Switch to actual results to see what the revenue headline hides.
Fictional teaching example. Simplified assumptions; not a company result or investment recommendation.Prepare the work.
Then explain your judgment.
For analysts, senior analysts and accounting professionals moving into planning. Start with basic accounting and spreadsheet knowledge; build the role-specific practice from there.
Understand the role
Identify whether the team needs business-unit planning, consolidation, reporting or strategic analysis. Match your examples to those deliverables.
Build the analysis
Reconcile a variance, create a driver forecast, test cash timing and compare the alternatives. Keep the assumptions visible.
Explain the decision
State your recommendation, quantify the tradeoff and identify what evidence would change your view.
Your practice library.
Each lesson addresses a particular task. Use the worked numbers, explain the assumptions and decide what you would do next.
Budget vs Actual Variance Analysis for FP&A Interviews
Separate price, volume, mix and timing with a reconciled example, then explain which variance requires a decision.
FP&A Case Study Interview: A Worked Margin Case
Practice a reconciled profit bridge, explain what caused the miss and turn the analysis into a management decision.
Driver-Based Forecasting: FP&A Interview Practice
Translate customer, capacity and pricing assumptions into a forecast that an operating manager can challenge and update.
FP&A Excel Modeling Test: Build a Reviewable Forecast
A practical build order for an FP&A spreadsheet exercise, with a service-business example, checks and presentation guidance.
Senior Financial Analyst Interview Preparation
Prepare evidence of forecast judgment, business partnering, model control and concise recommendations for senior analyst roles.
THE SPECIALIST WORKBOOK / EDITION 1.0
FP&A Interview & Case Workbook
22-page workbook with variance bridges, driver forecasts, headcount planning, cash timing and two capstone cases with solutions.
Original fictional cases, full numerical solutions and printable worksheets. PDF only; use your own spreadsheet for the modeling exercises. Personalized review is separate.
FP&A Interview & Case Workbook
Preview 6 real pages before checkout. Full guide is 22 pages.
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Build the argument behind your application.
Use evidence you can defend. A practice case can demonstrate your reasoning when clearly labeled; it should never be presented as employment experience.