FP&A Manager Goal Examples

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Identify metrics for benchmarking

Having benchmarks will provide a better perspective on the current standing of the company and where improvements are needed.

• Conduct a competitive analysis by the end of the quarter
• Choose 5 KPIs to benchmark
• Present a report on findings to leadership

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Improve forecasting accuracy

The more confident we are in our forecasting, the easier it is to make better decision about how we spend our money.

• Review the last 3 years to understand what has the biggest impact on forecast historically
• Conduct 3 meetings this quarter (1/month) with the leadership team for better communication
• Identify 5 external factors that might impact the best outcome forecast

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Develop a 3-year business plan that aligns with the company’s strategy

To ensure the company stays on track to hit financial targets and the whole company’s spending is taken into account, it’s essential to have a comprehensive financial plan for the organization to follow.

• Meet with senior leadership to align on the company's goals, mission and vision
• Identify the company's 10 highest expense areas
• Set up a spreadsheet to project sales for the next 3 years