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Library/๐Ÿ“ˆ Management Accounting & FP&A/Budgeting & Forecasting
Intermediate

Rolling Forecast Model Logic

Creates a framework for a 12-month rolling forecast that updates monthly. Replaces static annual budgets.

Act as an FP&A Manager. Create a logic framework for a 12-month rolling forecast for {company_name}. Explain how to: 1. Incorporate {actuals_period} actuals, 2. Update assumptions for {key_driver} for the remaining {forecast_months} months, and 3. Reconcile the 'Variance to Budget' for the executive team.

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Updates a rolling forecast by bridging from prior forecast to actuals and new assumptions. Produces a clear bridge and narrative for leadership.

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Budget kickoff pack: timeline, owners, templates, instructions

Generates a budget kickoff pack with roles, deadlines, template instructions, and FAQs. Useful for FP&A leaders coordinating cross-functional budgeting.

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Details

๐Ÿ“ˆ

Category

Management Accounting & FP&A

Budgeting & Forecasting

Tested With

โœ“ GPT-4oโœ“ Claude 3.5 Sonnet

Tags

#Forecasting#FP&A#Budgeting

Added

6m ago

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