onlycfo.io · 2025-08-15
· 293d
The Monthly FP&A Calendar
This article provides a prescriptive framework for structuring the monthly FP&A close and reporting cycle, detailing a 15-20 day calendar with specific deliverables from headcount updates through earnings call preparation. It emphasizes the importance of timeliness in financial reporting, variance analysis rigor, and strategic alignment with departmental leaders as core objectives of the monthly FP&A process.
Metrics in this report
EBITDA Variance
2percent
target
Quarterly basis for decent-sized public companies
Revenue Variance
2percent
target
Quarterly basis for decent-sized public companies
Revenue Variance
5percent
target
Smaller or fast-growing companies
Variance Explanation Coverage
90percent
minimum
Material accounts in Budget vs. Actual reviews