Financial Planning & Analysis (FP&A)

Course Overview

Course Modules Module 1: Introduction to FP&A Topics Covered FP&A Fundamentals Business Planning Financial Strategy Performance Management Organizational Finance Decision Support Module 2: Budgeting & Forecasting Topics Covered Budget Development Rolling Forecasts Revenue Forecasting Expense Planning Financial Projections Variance Analysis Module 3: Financial Performance Analysis Topics Covered KPI Development Profitability Analysis Cost Analysis Trend Analysis Business Insights Management Reporting Module 4: Strategic Finance Topics Covered Scenario Planning Business Partnering Capital Planning Risk Assessment Investment Evaluation Growth Planning Module 5: Reporting & Communication Topics Covered Executive Reporting Dashboards Data Visualization Stakeholder Communication Presentation Skills Decision Support Module 6: Final Capstone Project Topics Covered Budget Creation Forecast Development Financial Analysis Dashboard Reporting Recommendations Presentation Capstone Project Develop a complete FP&A model including budgeting, forecasting, and management reporting.

Learning Outcomes

Prerequisites

Participants should have: -Understanding of financial statements -Basic Excel skills -Interest in budgeting and forecasting