The FP&A Lab

Where FP&A professionals learn and grow

The FP&A Lab is a membership site designed to help you build a successful career in FP&A. Get access to an online resource that’s jam packed with helpful content where you can ask questions and grow your career.

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Career growth isn't linear, just like this membership

What you can expect

Most finance professionals have the mindset and potential to have the career of their dreams.It's how you've gotten to where you are in finance.But elevating your career is a whole different game than learning more Excel tips and tricks or building a better financial model.It requires a different skillset.I remember when I first became an FP&A lead over the planning and forecasting function of a $1B business unit. I was working nights and weekends, full of stress, and burned out. I was questioning if a career in FP&A was right for me.My system was designed to give me the outcomes I was receiving - reactive, burnout, overwork, mediocre culture. But I couldn't see it clearly at the time.Fast-forward to now - I've reached a new level of career success by leveraging a whole new set of skills. By redesigning my operating system, I was able to redesign my outcomes. As the FP&A Director of a $50B company, I rely on my operating system to help me navigate my day-to-day and make critical decisions on auto-pilot.This membership is created to help you elevate yourself and grow your career by designing your FP&A Operating System. My goal is to give you the outputs you are looking for - proactive, visionary finance leadership, and a healthy team culture if you are a manager.We cover everything you need to grow into a successful FP&A leader over the life of your career.The best part?You as a member get to vote on what's next.Every month, new video courses, templates, models, playbooks, and ebooks will be released based on exactly what would be most helpful to you!This membership is designed for those who resonate with the following:

Current content in the FP&A Lab

Immerse yourself in FP&A best practices

On-demand courses

With 4+ hours of on-demand video, you'll learn how to build a world-class FP&A process from scratch.The FP&A Flywheel course that is designed to help you implement FP&A modeling, reporting, analysis, and business partnering best practices in any sized business (originally $195)The FP&A OS (under construction, but new lessons monthly!) is designed to elevate your role and grow your career as an FP&A professional. Topics will include: Reporting, Analysis, Forecasting, Business Partnering, Budgeting/Planning, Vision, Leadership, People, Prioritization, Tools/Tech.Make More Money (under construction, but new lessons monthly!) teaches you the options for making more money as a finance professional. Topics will include: Why everyone should own something, Personal and Professional Branding, Finance Business Models, How to SellHere's a flavor of what you can learn today:

• Design an ideal monthly calendar so you can reliably produce value for executives and key stakeholders

• Build an efficient financial model in Excel and learn how to structure it so you reduce your time spent updating the model

• Improve your revenue predictions so you can project your future revenue using your unique business model

• Drive expense efficiency in your company using vendor level expense forecasting, department budgeting, and by-person headcount modeling - all in Excel

• Master financial analysis to consistently diagnose and communicate business opportunities using our $100M Analysis Template

• Copy our Perfect Executive Reporting Template that we've used to clearly communicate the financial storyline with executive leaders and key stakeholders

• Lead the planning and budgeting process with a strategic planning framework and monthly initiative scorecard

eBooks & templates

In 100+ pages of frameworks, systems, and best practices you'll learn how high performing finance leaders execute their role.Get instant access to The FP&A Operating System and The Finance Manager Playbook with dozens of frameworks and lessons for 10+ years of leading 15-person finance teams (originally $29 each)

• Create a vision and get s*** done

• Build your reporting ecosystem

• Analysis that drives action

• Forecasting framework for FP&A

• Consulting to build advocates

• Become a visionary finance leader

• Develop a healthy and high performing team culture

• Get more done with less stress and less hours

• Become a magnet for the best talent

Templates included with video walkthroughs (Excel and PowerPoint): Revenue model, Expense models (headcount model, department budgeting, vendor rationalization), FP&A model, Monthly business review deck, Analysis 1-pager example