INT-ACCT-3.2.1

Variance Analysis: Budget vs Actual

Explains budget-versus-actual variance analysis with a full worked interior table, showing how to calculate variances and percentages. Demonstrates normalising an apparent overspend against guest days to reveal a favourable cost per guest day.

The management company's email says only: "Interior is 5.3% over budget. Please explain." Your stomach drops. But you built the budget on 200 guest days and the owner actually came aboard for 230, so you did not overspend at all — you underspent, per guest, by a comfortable margin. You just have to be able to prove it in one table.

What a Variance Is

A variance is the difference between budget and actual. A variance is information, not a verdict. Overspend against a bigger programme can be excellent performance; underspend caused by a cancelled charter is not performance at all.

  • Adverse (unfavourable) variance — actual is higher than budget. Shown in brackets.
  • Favourable variance — actual is lower than budget.

Worked Variance Table

Interior line Budget (EUR) Actual (EUR) Variance (EUR) %
Cellar and beverage 20,000 23,000 (3,000) 15.0% over
Guest supplies and amenities 18,000 20,700 (2,700) 15.0% over
Flowers and decor 12,000 9,600 2,400 20.0% under
Laundry and dry cleaning 9,000 11,250 (2,250) 25.0% over
Uniform 8,000 8,000 0 0.0%
Interior consumables 7,500 6,900 600 8.0% under
Equipment and soft goods 5,500 4,800 700 12.7% under
Total 80,000 84,250 (4,250) 5.3% over

Actual: 23,000 + 20,700 + 9,600 + 11,250 + 8,000 + 6,900 + 4,800 = 84,250. Variance: 80,000 − 84,250 = (4,250), and 4,250 ÷ 80,000 = 5.3% adverse.

Normalising the Variance

The budget assumed 200 guest days at EUR 400.00 per guest day (200 × 400 = 80,000). The owner actually spent 230 guest days aboard.

Measure Budget Actual
Guest days 200 230
Total spend 80,000 84,250
Cost per guest day 400.00 366.30

84,250 ÷ 230 = EUR 366.30 per guest day — about 8.4% below the budgeted rate. The headline overspend is a volume variance; on a price and usage basis the department beat its budget. That is the story you send, in one table, before anyone has to ask twice.

Explaining the Lines

  • Laundry 25% over — 30 extra guest days, plus two black-tie events. Volume-driven, expected.
  • Cellar 15% over — a guest preference for a wine at four times the usual bottle price. Flag it; it is a guest choice, not a control failure.
  • Flowers 20% under — local sourcing and longer rotations. This is a genuine saving; say so.

Onboard Notes

  • Explain variances before they are queried. A variance disclosed by you is management; a variance found by them is a surprise.
  • Never fix a variance by moving spend into the wrong cost code, or into the wrong month. That is misstatement, not cost control.
  • A zero variance every month is not reassuring. It looks managed, in the wrong sense of the word.

Practice questions

5 questions
recallcore

recall · core

What is a variance, and what is the difference between an adverse and a favourable variance?

scenariocore

scenario · core

Budget was EUR 80,000 and actual EUR 84,250. Calculate the variance and the percentage, and say what it does not yet tell you.

scenariocore

scenario · core

The budget of EUR 80,000 assumed 200 guest days; actual spend was EUR 84,250 over 230 guest days. Normalise the variance and state the conclusion.

oralstretch

oral · stretch

Laundry is 25% over budget and cellar 15% over. How do you explain each without sounding defensive?

scenariostretch

scenario · stretch

A colleague suggests you move EUR 3,000 of cellar spend into next month's report so this month's variance looks better. What do you say?

Independent study. xplor is not an IAMI- or PYA-accredited GUEST training provider. This course covers the ground assessed in GUEST Unit 21; it awards no GUEST unit, certificate or Certificate of Competency and does not count toward one. It is not tax, legal or accounting advice.

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