Financial Planning & Analysis Explained In 5 Minutes

Ryan O'Connell, CFA breaks down Financial Planning and Analysis (FP&A) in 5 minutes.

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He discusses the following topics:
0:00 Intro
0:31 What role does FP&A play in a business?
2:33 What are the pros and cons of working in FP&A?
4:14 How can someone break into FP&A?

*Disclosure: This is not financial advice and should not be taken as such. The information contained in this video is an opinion. Some of the information could be wrong. This YouTube Channel is owned and operated by Portfolio Constructs LLC

[RyanOConnellCFA]

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[DADAFOXKING]

Hi Ryan!
Thanks for the fantastic video. You made the fancy term "FP&A" easy and understandable for all fresh finance graduates who're seeking jobs opportunities

[JosephsCoat]

I think the exit opportunities are fantastic, depending on your team and company. I work for a F500 and a fair number of VP’s have come through my rather small department.

[XaoA]

Hey Ryan, can you elaborate more on exit opportunities for fp&a. What role did you move to after you exit? How are you feeling about likelihood of transitions from fp&a to equity research? Thanks

[redheadedcutie]

Financial companies have FP&A departments as well. JP Morgan, Bank of NY, etc.

[胡椒-nc]

Thank you! I am from Taiwan. I am a graduate student of accounting and will grauduate in 2023. I have the CPA license of Taiwan. But I don't have internship experiense and not good at English. Anyway, I hope I can get a FP&A job in 2023.

[varijamadhuranath]

Hi Ryan! Thank you for this video it was really helpful!

I am currently working as a US Tax Associate and I would like to shift my career to FP&A could you please suggest a few things I should be knowing and learning?

[doug]

Hi Ryan. Which job is easier to get approved for CFA relevant working experience... FP&A or Mergers & Acquisitions Analyst? I have interviews for both next week. Thank you!

[srujan]

Where have you seen MBAs start, manager or Sr? (from good programs, not UoPhoenix or whatever)

[really_sachin]

How can one join FP&A from a career point of view? Which particular certification or course can one do which makes a candidate elible for FP&A jobs?

[williamkaseu]

What entry level job would you recommend to people who just graduated from college with a degree in finance?

[gibranulhasan]

Hi Ryan. Thanks for the video. Can you please suggest the best professional accounting qualification for the FP&A route? CPA, CFA, ACCA or CIMA?

[tppenoo]

Would you choose senior accountant of fixed asset or FP&A R&D if you must select?

[cliffclairespicyreviews]

Can you do a video with spreadsheet about budget vs actual, variance analysis, forecast based off actual, forecast budget to rest of the months.

[robyndabanc]

Hi Ryan! Thank you for making this video, it was very helpful!

I am currently an Investment Associate looking to transfer into an FP&A role without any corporate finance experience. Do you have any tips or financial skills that I should learn to help increase my chances of getting a position?

Thanks!

[riyanshah]

Hey bud. Very well explained. I have got an internship in fp&a. What skills do i need to learn before starting internship? Any particular program, course or skill?

[Saumitrasam]

Hey ryan, does a cfa and mba finance help breaking into fp and a ?

[hughjazz]

What prepared you for your quantitative analyst role - in other words, how did you get that job? I saw it on your LinkedIn.

[edgarpineda]

Would you recommend taking an FP&A job if you’re trying to eventually be a CFO?

[mahirnazirov]

Happy to come across your channel. U just earned eternal subscriber XD