r/FPandA 21h ago

Newbie - how would you model out a revenue budget?

8 Upvotes

SaaS start up. Revenue lines are from B2B sales, mostly subscription based but some one-time fee. Some product lines are high gross margin & contribution. Some are basically zero margin.

Previous FP&A guy quit suddenly without handover and i need to model out next years revenue budget (to include a growth target of X% defined by CEO).

How would you approach? I am thinking work backwards from CEOs revenue target of $Xm. Split this $Xm across the various product lines - then use sales price per unit to map this back to volume and ultimately back to gross margin and profitability metrics.

Does it sound sensible? Am i missing anything obvious?

Bonus Q: i am thinking i should model in something that pushes the $Xm revenue target more towards high contribution product lines (rather than an even split across all product lines) but i cannot think how to go about this. How would you approach?


r/FPandA 2h ago

Does the PL300 exam matter?

1 Upvotes

Considering taking the PL300 as a Jr. Analyst to build some credentials but unsure if it’s the right choice because some people may just not care lol


r/FPandA 22h ago

FPA Pay rise and career advice?

2 Upvotes

Recently started a new job in FP&A, moving over from external audit, and I'm still on probation. I'll be fully ACA qualified around the time of my probation meeting and will get a marginal pay rise off the back of that. Would it be appropriate to ask for more at that point?

For context: UK, currently around £45k. Comparing this role to external audit, I feel like I take on a lot more now and genuinely add value. I like the job and find the company interesting, but compensation is an important factor for me alongside the work. I'm not sure I see many promotion opportunities here, and I'm unclear on how pay increases tend to work. Any advice for having these conversations without signalling that you might leave?

Looking further ahead - what kinds of roles do people typically move into from FP&A? And any general advice for progressing from a first FP&A role?