GoFast.Finance/BC-SHORT-01: Monthly Performance Loop

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Monthly Performance Loop

  • Course
  • 6 Lessons

Run a clean, repeatable month end performance loop for your scope.

⏱️ Time and control: Reduce last minute scrambling by following a clear month end routine.

📦 Team reliability: Deliver performance packs that managers and partners trust and reuse.

📈 Business focus: Shift reviews from debating numbers to discussing drivers, options and actions.

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Who this is for

Plant or site controllers and FP&A analysts owning monthly performance packs for a defined scope.

Project and cost controllers managing monthly reporting for projects or cost center clusters.

Prerequisites

Knowledge: Experience supporting at least one or two month end cycles, even in a supporting role.

Tools: Standard reporting tools used in your company plus a spreadsheet tool for checks and reconciliations.

Learning Outcomes

  1. Set up a practical month end checklist tailored to your scope.

  2. Perform variance analysis linking numbers to operational drivers.

  3. Assemble a performance pack with clear structure and visuals.

  4. Draft commentary that support effective performance reviews.

CPE Information

  • Eligibility: currently not eligible

  • Watch time: about 1.5 hours

  • Total learning: about 3 hours

  • Estimated credits: 2.0

Contents

Module 1: Month end engine and checks

Lesson 1: Mapping your monthly performance loop
Lesson 2: Pre close checks and data sanity
Lesson 3: Variance basics and driver thinking

Module 2: Performance packs and review dialogues

Lesson 4: Designing a focused performance pack
Lesson 5: Writing sharp commentary and messages
Lesson 6: Running local performance reviews