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Roles of FP&A
Teams

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• Analyze financial and operational results to better
understand the company’s overall financial health.
• Evaluate previous budgets and collaborate with
business unit leaders to build their annual budgets
and forecasts.
• Produce models to project long-term growth,
accounting for factors that will impact performance.
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Key FP&A Functions
Short- and Long-term Planning
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What Tools Does
FP&A Need?
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