Budgets, forecasts & scenarios · Core

Variance analysis

Also called: budget variance analysis

ELI5

Investigation of why actual results differ from plan or comparison.

Used in conversation

“State the period, currency and accounting basis for variance analysis.”

Pitch context

You will see “Variance analysis” in financial models, budgets, board packs and investor materials when the discussion reaches budgets, forecasts & scenarios.

Why it matters: In budgets, forecasts & scenarios, different calculation boundaries, periods or accounting treatments can change the number and the decision.

Caution

Calculation, recognition and disclosure can vary by accounting framework, company policy and reporting context.

Sources & evidence · 5

Direct term-level sources and supporting source families.