Forecast (rolling forecast)

Roles that need it

• FP&A Analyst
• Business Controller
• Commercial Finance Analyst
• Corporate Treasury Analyst
• ALM Analyst

Skills it belongs to

• Financial planning and forecasting
• Forecasting methods and time series
• Planning systems (Anaplan)

Related concepts

• BudgetA budget is the approved financial plan for a future period, usually a year, setting targets for income, costs, headcount and investment by unit. It becomes the baseline against which actual results and later forecasts are compared.
• Variance analysisVariance analysis explains the difference between actual results and budget, forecast or prior period, splitting it into drivers such as price, volume and mix. Each variance is labelled favourable or adverse and backed by commentary for management.
• Management accounts (management reporting)Management accounts are internal financial reports, usually monthly, that show results by business line, product or region against budget and forecast, with commentary. IFRS 8 segment reporting is based on this internal view as reviewed by the chief operating decision maker.

Sources

• Financial modelling and forecasting, ICAEW (external site) accessed 31 Oct 2026

Updated 31 Oct 2026.