Financial planning and analysis (FP&A) is a crucial aspect of any business, whether it is a startup or a well-established organization. With a plethora of tools and resources available online, it can be overwhelming to navigate through them all to find the best guidance.
That’s why we’ve compiled a list of the best free Finance and FP&A guides from top creators and influencers. These resources will help you gain valuable insights into budgeting, forecasting, financial modeling, and more. Whether you’re a beginner or an experienced professional, these guides will provide you with practical tips and strategies to enhance your FP&A skills and help you make informed business decisions.
Welcome To Finance Function 4.0 | Anders Liu-Lindberg
Anders has established himself as one of the most influential voices in the field of FP&A, championing its potential to drive business transformation. He reaches over 100,000 subscribers worldwide through LinkedIn, where he publishes candid and provocative insights challenging FP&A to provide greater strategic value. As the co-founder of the Business Partnering Institute and the owner of the largest LinkedIn group dedicated to Finance Business Partnering, Anders is widely recognized as a thought leader in the field. Even individuals who are unfamiliar with FP&A have become devoted followers, eagerly awaiting his daily posts.
Mega Finance Guide | Oana Labes
Oana made a big splash on LinkedIn in 2022, establishing herself as one of the prominent thought leaders in finance and FP&A on the platform. She shares her expertise through easy-to-understand visuals and straightforward explanations of complex finance concepts, providing valuable insights to her followers. Oana’s extensive experience as a serial entrepreneur and Chartered Professional Accountant, spanning over 17 years, includes expertise in commercial financing, business management, and advisory services.
FP&A Resource Guide | Paul Barnhurst
Paul Barnhurst has established a reputable brand, “The FP&A Guy,” and truly lives up to his name. His daily online posts provide practical insights and guidance on various aspects of FP&A, including budgeting, forecasting, financial planning, financial modeling, report building, and business partnering. With over 12 years of experience in finance and FP&A, Paul has worked across diverse industries, including the US government, travel services, finance, automotive, cybersecurity, and e-commerce.
Ultimate Guide to Financial Modeling | Chris Reilly
With his extensive experience in corporate finance, consulting, and private equity, Chris is a seasoned professional in the field of financial modeling and business intelligence. His expertise in this area is reflected in his highly effective courses on financial modeling, which are designed to simplify even the most complex financial concepts. Chris is renowned for his ability to dive deep into a project and provide practical insights, and his courses reflect this approach. He is adept at teaching even the most challenging financial lessons, making it easier for learners to master new skills and improve their expertise.
Mega Guide For FP&A | Nicolas Boucher
For the past 7 years, Nicolas has worked for Thales Germany and held several different roles including Head of Finance Transformation, Head of Finance and Controlling, and Senior Manager in Business Controlling. Boucher utilizes his online network to share his professional expertise and encourage meaningful discussions on critical subjects, benefiting from the expertise of both finance and non-finance professionals.
The Market Guide for FP&A Tools | Paul Barnhurst, Anders Liu-Lindberg & Wouter Born
Full-time general partner and CFOTech specialist, Wounter Born, has 20 years of experience as an entrepreneur, M&A executive, and investor in the CFOTech industry. Passionate about innovation, disruption, and applying emerging technologies like AI, RPA & Big Data to the office of the CFO. Born, came together with Paul and Anders (bio previously mentioned above) to create a guide that includes many different tools and approaches to solving the challenges FP&A faces.
All About FP&A 2.0 | Asif Masani
Asif Masani has an inner belief that has guided his entire career -“Whenever I learn something, I don’t feel good if I don’t share it”. This ethos has taken Asif on a journey to become an FP&A leader and author. This principle has driven him to become a prominent leader and author in the field of FP&A. As a result of his education-focused approach, he currently serves as the FP&A leader for the Asia Pacific and India regions at Coursera, a prominent e-learning platform offering over 7,000 courses.
Powerpoint and Visuals | Soufyan Hamid
Soufyan Hamid is an experienced finance professional with a specialization in FP&A. After working in Audit, Consulting, and Finance Business Partnering for 16 years, he decided to provide his services to companies seeking temporary assistance in their FP&A department, as well as act as a coach and trainer, assisting finance professionals globally in developing or enhancing their presentation skills.
FP&A and the Pathway to CFO | Carl Seidman
Carl Seidman is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He coaches and advises FP&A professionals at Fortune 500 corporations and middle-market companies, helping establish best practices, processes and sustainable business models. At age 32, Charl left behind a six-figure corporate consulting job and decided to travel the world. He coined the term “first retirement,” which became the foundation of his highly popular TedX Talk.
Difference between success and failure as a CFO | Michael King
Before becoming a CFO, Michael King served in the U.S. Navy and had a fancy engineering degree and a job working on submarines. Today Michael is the CEO of KFE Solutions, a fractional CFO firm based in Dallas, Texas, and the founder of The CFO Accelerator. He coaches hundreds of fractional CFOs and accountants in building 6 and 7-figure advisory firms.