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FP&A Analyst

FP&A Analyst (Financial Planning & Analysis)

Do a month in finance planning: split a revenue miss into volume and price, flex the budget before judging a cost, reforecast the year from drivers, build next year's budget with scenarios, test a business case, and write the board commentary.
1.5 hrs taught · 4.5 to 8 hrs applied 7 modules 20 lessons 4 portfolio artifacts Completion certificate Updated September 2026
Created by the CertClue team
What you'll build

Real portfolio pieces built during the course, not a certificate for its own sake. Each one is work you can show.

  • Monthly variance analysisA month's revenue miss split into volume and price, and a cost line judged against a flexed budget, each with its cause and what it means.
  • Full-year reforecastWhere the year will land: actuals to date, the rest of the year from its drivers, the gap to budget, the assumptions, and the upside kept separate.
  • Investment business caseA capital request tested properly: the savings built up, payback, net present value at the company's rate, the risks, and a recommendation.
  • Board finance commentaryThe finance commentary for a board pack: the headline first, then the month, the year, next year's budget and the investment, each with its so-what and any decision needed.

What you'll learn

FP&A, kept short
The job, decoded
A day in the seat
The rhythm of the job
Into the simulation: Wendlow's finance desk
Building the portfolio
What comes next

Course content · 7 modules, 20 lessons

Sign up to unlock every lesson - the titles below show exactly what is inside.

What an FP&A analyst does, budget against actual, and how revenue, costs and margin fit together.

What an FP&A analyst does
Budget versus actual
Revenue, costs and margin

Requirements

  • Comfortable with the fundamentals this course's own Module 1 covers, or equivalent experience.
  • No prior experience in this field is required to start.
  • A computer with a reliable internet connection.
  • Comfortable using a web browser - no software to install.

Description

Every CertClue course follows the same seven-part shape: fundamentals, the role translated out of job-posting language, a real working day, the job's recurring rhythms, a multi-day simulation, the portfolio you build along the way, and a handoff into your next move. Here is what that looks like for fp&a analyst.

Who this course is for

Anyone aiming to become a fp&a analyst, including career changers with no background in it yet. This is the entry rung of a realistic ladder:

entry
FP&A Analyst

Explains the numbers every month, forecasts the rest of the year, and builds the budget and business cases the business decides on.

Variance analysisReforecastingDriver-based budgetsBusiness cases
mid
Senior FP&A Analyst / Finance Business Partner

Works alongside a department's leaders as their finance partner, shaping decisions before they are made.

Partnering with a departmentLong-range planningPricing and margin analysisPresenting to leaders
senior
FP&A Manager / Head of FP&A

Runs the planning and reporting cycle for the whole business and answers to the finance director and the board.

Planning process designBoard reportingCapital allocationLeading analysts
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