Excelled Academy | FP&A Reporting CFOs Trust
One financial model connecting actuals, budgets and forecasts,
refreshing monthly, without rebuilding reports.
How CFOs Use Structured FP&A Reporting
The problem we fix
Most finance teams already have the data.
What they don’t have is a structured FP&A reporting model.
Actuals, budgets and forecasts sit across multiple files, often built at different times and for different purposes.
As a result:
- Reporting cycles are slow and cumbersome
- FP&A teams spend hours reconciling numbers
- Leadership loses confidence in the data
- Performance discussions focus on explaining numbers rather than analysing them
The underlying issue is rarely the data itself.
It’s the lack of a consistent reporting structure.
The FP&A Reporting Model
We design a structured FP&A reporting model in Excel that:
- Connects actuals, budgets and forecasts in one framework
- Allows performance to be analysed by product, region, or period
- Refreshes each reporting cycle without rebuilding reports
- Replaces multiple management packs and ad-hoc analyses
Once implemented, the model becomes the core reporting structure used by finance and leadership each month.
Typical use cases: Monthly CFO and leadership reporting | Forecasting and variance analysis | Revenue, margin, and cost performance | Management discussions that require consistent numbers month to month
FP&A Reporting in Practice
This video demonstrates how manual FP&A reporting can be consolidated into a single, structured financial model,
allowing leadership to review performance confidently without manual reconciliation or last-minute fixes
How We Fix FP&A Reporting
Excelled Academy helps CFOs and finance leaders turn manual reporting into a
single, reliable reporting model through a structured three-stage approach.
FP&A Reporting Review
£750 | 90 minutes
A structured assessment of whether your current FP&A reporting can support a consistent executive reporting model.
Design & Architecture Phase
Pricing dependent on scope
A signed-off reporting design covering KPIs, data structure, visuals, and refresh logic, ensuring the final build delivers exactly what stakeholders expect
FP&A Reporting
Implementation
Pricing dependent on scope
A structured Excel reporting model built for executive use, with clearly defined KPIs, automated refresh, and board-ready visuals
Why CFOs Use Us?
Our FP&A reporting models are built by finance professionals, designed to stand up under executive and board scrutiny.
Experience
Chartered Accountant with 15+ years in FP&A and commercial finance. We understand what executives need and what they challenge.
Problem Solvers
Most teams are sold expensive BI tools when the real problem is the reporting structure. We build in Excel where it meets executive standards - and recommend alternatives when it doesn’t.
Proven Results
Our dashboards have been used for forecasting, performance management, and board reporting across multiple industries.
Next steps
If your monthly reporting takes significant time and still feels unreliable,
start with the FP&A Reporting Review.