---
title: Working with Finance and FP&A — RGM Training
url: https://realgrowthmatters.com/training/marketing-finance/working-with-finance-and-fpanda/
updated: 2026-06-10
source_html: https://realgrowthmatters.com/training/marketing-finance/working-with-finance-and-fpanda/
---

[Home](../../../index.html) › [Training](../../index.html) › [Marketing Finance](../index.html) › Working with Finance and FP&A

RGM° · Training

# Working with Finance and FP&A

FP&A is marketing's closest finance partner. Roles, cadences, outputs.

### What you will learn

1. [Why FP&A partnership](#why)
2. [Roles](#roles)
3. [Cadences](#cadences)
4. [Outputs](#outputs)
5. [Advanced playbook](#advanced)
6. [Mistakes](#mistakes)
7. [Checklist](#checklist)

## Why FP&A partnership

FP&A is marketing's closest finance partner. Strong partnership enables better forecasting, planning, and investment justification.

## Roles

- Marketing FP&A analyst (where exists).
- Corporate FP&A team.
- Marketing operations finance lead.
- External advisors / consultants.

## Cadences

- Weekly pacing.
- Monthly close + variance.
- Quarterly board prep.
- Annual planning.
- Ad-hoc on investments.

## Outputs

- Marketing P&L.
- Variance reports.
- Reforecasts.
- Investment cases.
- Scenario models.
- Compliance reports.

## Advanced playbook

- Dedicated marketing FP&A analyst at scale.
- Weekly pacing with FP&A.
- Monthly close partnership.
- Quarterly board prep collaborative.
- Annual planning joint.
- Investment case standardization.
- Scenario modeling regularly.
- Compliance discipline.
- Cross-functional respect.
- Joint education programs.

## Mistakes

- FP&A partnership reactive.
- Weekly pacing skipped.
- Monthly close adversarial.
- Quarterly board prep last-minute.
- Annual planning siloed.
- Investment cases ad-hoc.
- Scenario modeling absent.
- Compliance reactive.
- Cross-functional respect weak.
- Joint education absent.

## Checklist

- Marketing FP&A analyst at scale
- Weekly pacing with FP&A
- Monthly close partnership
- Quarterly board prep collaborative
- Annual planning joint
- Investment case standardization
- Scenario modeling regularly
- Compliance discipline
- Cross-functional respect
- Joint education programs

## Sources and further reading

- CFO Connect community
- Marketing FP&A LinkedIn groups
- RGM Marketing Operations finance module
- HBR FP&A research
- Patrick Campbell, ProfitWell
- SaaSwerks finance research
- OpenView FP&A research
- Tomasz Tunguz B2B FP&A
- David Skok finance partnership
- Andrew Faris DTC finance
- Marketing Brew finance coverage
- Reforge marketing finance

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Part of the [Marketing Finance](../index.html) series.