Complete FP&A tracking tool for monthly budget vs. actual reporting. All variance logic is automated — no manual calculations, no rebuilding the structure each month.

6 tabs included:

• README — How-to guide, monthly update instructions

• Assumptions — Annual budget targets by P&L line (revenue, COGS, S&M, R&D, G&A, CapEx, headcount)

• Monthly Tracker — 12-month grid: Budget / Actual / Variance $ / Variance % for every P&L line + YTD rollup

• Dept Summary — Department-level YTD rollup vs. full-year budget

• Variance Analysis — Line-by-line variance table with commentary column, formatted for exec reporting

• Output Summary — Full-year KPI dashboard: budget, YTD actual, YTD variance, forecast

Built for: FP&A analysts, financial controllers, and finance managers at growth-stage companies.

Use it to: Run your monthly close, structure your finance review narrative, or drop the output tab into a board pack as a one-page dashboard — no reformatting needed.

Built by an MBA candidate with PE investment analysis experience across institutional transactions.