Knowledge Base
Evergreen reference for FP&A practitioners
Resources, frameworks, and templates organized by topic. Built for finance leaders at growth-stage companies who want practical, practitioner-tested material.
Resources and templates are added as published. More coming soon across all categories.
Strategic Planning
Rolling Forecast Design Guide
How to move from annual budgets to a continuous rolling forecast model.
Covers cadence, horizon, and driver selection for Series A–C companies.
Coming soon
Scenario Planning Framework
A three-scenario approach (base, upside, downside) for growth-stage companies
navigating uncertainty. Includes probability weighting and board communication.
Coming soon
OKR–Finance Alignment Template
How to connect company OKRs to financial forecasts so that FP&A becomes
a strategic partner rather than a rear-view scoreboard.
Coming soon
Budgeting
Annual Budget Process Playbook
A repeatable 10-week process for running an annual budget at a growth-stage
company: kickoff, department submissions, consolidation, and board approval.
Coming soon
Headcount Planning Model
A driver-based headcount model that connects hiring plans to revenue targets,
capacity needs, and cash burn — built for companies scaling 50–500 employees.
Coming soon
Zero-Based Budgeting Decision Guide
When ZBB makes sense at a growth company and when it doesn't. A framework
for deciding which cost centers warrant zero-based reviews versus incremental updates.
Coming soon
FP&A Team Building
FP&A Hiring Guide: First Analyst
How to scope, recruit, and onboard your first FP&A hire — what skills
actually matter at Series A versus what sounds good in a job description.
Coming soon
Business Partner Operating Model
How to structure FP&A as a true business partner function: cadences,
coverage model, and how to avoid becoming a reporting factory.
Coming soon
Stakeholder Management for Finance Leaders
Navigating difficult conversations with department heads, pushing back on
sandbagged forecasts, and building credibility outside the finance function.
Coming soon
AI in Finance
AI Implementation Framework for FP&A
A five-step implementation sequence: map workflows, eliminate waste, identify quick
wins, document with TRACE criteria, and limit your tool stack. From the blog.
Coming soon
AI Tools Worth Using in FP&A (2026)
A practitioner-curated list of AI tools that deliver genuine value in finance
workflows — with honest notes on where each one falls short.
Coming soon
Agentic AI in Finance: A Plain-English Guide
What agentic AI actually means for finance teams, illustrated with real
use cases in variance analysis, forecasting, and close workflows.
Coming soon
Board Reporting
Board Package Structure Guide
What to include, what to leave out, and how to sequence a Series B board
package so the conversation focuses on decisions, not clarifications.
Coming soon
KPI Dashboard Template for Growth Companies
Core metrics for Series A–C companies: ARR, NDR, burn multiple, CAC payback,
and rule of 40 — with guidance on targets and how to present variances.
Coming soon
Presenting Bad News to the Board
A communication framework for delivering a miss, revising guidance downward,
or flagging a risk — and maintaining credibility while doing it.
Coming soon