3 Steps to FP&A Presentation with Soufyan Hamid

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The first step that was really important for me was these three steps you have to implement for finance presentation because it helps you really put yourself in a structure that would will help you get a message to deliver in a presentation. And this message can take the form of anything. It can be a full storyline, it can be an executive summary or it can be an elevator pitch that you could just throw in one sentence and people will learn everything. And the structure is actually now what? And so what actually begins with what is your analysis and what do you see that you want to share to the people? Of course, if you have to present something, it's because you have something that you discover and you have to show it. So let's say for example, that during the month and closing you analyze the figures, you see that there is a huge deviation in the revenues of I don't know which. What you see is actually this the global element revenues decreased by 8% and the analysis is a bit further. So you have to give more information about what you discovered. Let's say for example, you saw that there is a huge decrease in revenues.

Why? Because shops closed during two weeks because of lack of electricity. So basically there you give full information without spending too much detail on what doesn't matter. So here you directly target on what matters for the people. And this is where there is an insight to give something new that the people didn't really know about or actually that they didn't really expect. This is really important at that stage to center your thoughts on what matters. You can have 1015 be used if the others can move from one point to the other. But if you don't really have something to say that matters to the people, leave them apart. It's not that they don't matter, there are other ways to mention those things. But in presentation, focus on one point that will really matter. Then you jump to the next stage and this is actually the emotional moment. This is where the people have to understand that it's important to them. And that's true that when you go to an executive committee or direction committee, you have salespeople, you have marketing people, you have all types of profiles. Finance is not always their first matter, their first concern.

So here you have to make them understand why it should matter to them. And here, typically in the example I gave about the sales, well, when you mentioned that two shops were closed, it matters to them because first, you won't reach the targets that you expected for the revenues and secondly, for the real estate responsible, it matters because there is a dysfunctioning in two shops regarding the electricity and the power. So there is maybe something to do there that will have an influence not only on our costs, but also on our revenues. And so here people will start to understand, okay, I have to pay attention to what he's telling me because I have an interest in there. And this is really important that people feel this interest, this self interest. People are always self centered, so it will matter to them if it matters to their objectives. Then the third step, and this is where you cross the line of the analyst to the business partner, if the now what? So thanks to the fact that you have a business acumen and that you know how it works, you know the modernization, but you also know how the business works, you know the links between the shop, the fact that there is a revenue, the region and so on, you can propose something.


FP&A,Financial Planning & Analysis,Presentation skills,Finance Presentation,Budgeting,Management Reporting