From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Creating an FP&A project roadmap and process

Creating an FP&A project roadmap and process

From the course: Copilot in Excel: AI-Powered Financial Planning & Analysis

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Creating an FP&A project roadmap and process

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- [Speaker] Imagine that your CFO has just tasked you with building a roadmap and process for the company's annual financial performance review. In the past, this would've been a painstaking task for you and your team because you can recall spending days, manually updating Excel spreadsheets, chasing down numbers from various departments, and stitching together data from disjointed sources. But now that you know how AI-powered FP&A tools can help, it's time to build a more robust FP&A process. So where do we begin? If you've taken my other LinkedIn learning courses, such as Excel for FP&A or Business Storytelling for Finance, we usually start by designing a framework, working backwards from the desired result to the raw data input. Designing backwards means that we start by clearly defining the end goals. In this case, it's providing an accurate, timely, and comprehensive financial performance review. Once we understand the big picture, we can start thinking about the data inputs…

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