The two tools every FP&A function runs on — an integrated model for annual planning and a monthly tracker for ongoing reporting.

What’s included:

• 3-Statement Financial Model ($29) — Full P&L, balance sheet, and cash flow projection for annual budgeting and board presentations
• Budget vs. Actual Tracker ($29) — 12-month rolling BvA with $ and % variance, YTD rollup, variance analysis, and exec dashboard

Total value: $58 | Your price: $49

Built for: FP&A analysts, financial controllers, and finance managers who own both the annual planning process and the monthly close reporting cycle.

How they work together: The 3-Statement sets your annual budget and operating plan. The BvA Tracker monitors performance against it every month — automatically calculating variance and structuring your monthly finance review. Together, they cover the full FP&A cycle.

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