FPAC case studies
FPAC · Put your knowledge to work in context.
The Certified Corporate Financial Planning and Analysis Professional (FPAC) is a credential established and administered by the Association for Financial Professionals (AFP), which describes itself as the certifying body in treasury and finance and which also administers the Certified Treasury Professional (CTP) credential. AFP positions FPAC as a way for FP&A practitioners to stand out, framing credential holders as financial experts and trusted advisors to the business, and stating that earning and maintaining the credential confirms commitment to the profession and identifies someone ready to drive FP&A and the organization forward. The FPAC case studies are 5 cases and about 2,774 words.
1Price, Volume, and Mix in a Distribution Forecast Review
You are the FP&A lead at a specialty industrial distributor. For Q3, the board-approved budget assumed revenue of 12.0 million, 92,000 units, an average selling price (ASP) of 130.43, and a 26.0% gross margin.
598 words, about 3 min2Publishing a Revenue Dashboard with Conflicting Source Systems
FP&A manager at a B2B SaaS company. The monthly executive dashboard combines CRM bookings and ERP recognized revenue.
515 words, about 3 min3Capital Rationing Between Automation and Analytics
You are the finance business partner for a 300 million manufacturer. The capital committee has a 5.0 million discretionary budget for the coming year and two projects that together exceed it.
567 words, about 3 min4Forecast Accuracy Collapse After a Planning Tool Migration
You are the FP&A director at a $1.2 billion consumer goods company. Six months ago, the team replaced Excel-based rolling forecasts with a cloud EPM tool.
542 words, about 3 min513-Week Cash Flow Under a Revolver Covenant
You are the treasurer at a specialty retailer with a 60 million asset-based revolver. The credit agreement requires minimum liquidity of 8 million and a springing fixed-charge coverage ratio of 1.1x if availability falls below 10 million.
552 words, about 3 min