FP&A Cheat Sheet
WTF is FP&A? Here is my FP&A Cheat Sheet covering:
1) Role
2) Operating Model
3) Maturity Model
4) Key Metrics
5) Definition & Strategy
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Bonus: Here are some FP&A benchmarks:
1) Growth Stage Metrics:
- Revenue Growth: 5-15% mature, 20%+ high growth
- Gross Margin: 40-60% industry dependent
- EBITDA Margin: 15-25% most industries
- Operating Cash Flow: Must be positive
2) Company Size Breakpoints:
- Seed: 1-10 employees
- Growth: 11-50 employees
- Expansion: 51-200 employees
- Enterprise: 200+ employees
3) Stage Priorities:
- Seed: Cash management, basic forecasting
- Growth: Standardize financial reporting
- Expansion: Advanced financial models
- Enterprise: Integrated planning & ROI analysis
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