FP&A Crash Course

Description

This intensive course provides a comprehensive overview of essential Financial Planning & Analysis (FP&A) techniques. You'll gain the knowledge and tools to create effective budgets, develop accurate forecasts, and analyse performance to support strategic decision-making.

By the end of this course, you will be able to:

• Develop accurate and well-structured budgets, choosing the right technique for the situation.

• Apply forecasting methods to project revenue, expenses, and cash flow.

• Produce insightful management reports that highlight key performance indicators.

• Conduct in-depth variance analysis to guide decision-making.

Topics Covered – 

• Budgeting Fundamentals: Learn the principles of sound budgeting and explore various approaches including traditional incremental budgeting and zero-based budgeting (ZBB).

• Forecasting Techniques: Develop practical forecasting skills using key methodologies to project future financial performance.

• Management Reporting: Create concise and informative management reports that clearly communicate insights to stakeholders.

• Variance Analysis: Understand how to perform variance analysis, identify root causes of deviations from budget, and recommend corrective actions.

Training Objectives:

• Master budgeting principles and techniques (including incremental and zero-based budgeting).

• Develop practical forecasting skills to project future financial performance.

• Create concise and informative management reports.

• Conduct in-depth variance analysis to identify and address performance gaps.

• Gain a foundational understanding of the role of FP&A within an organization.

• Develop critical thinking and analytical skills for financial decision-making.

• Learn to effectively communicate financial information to stakeholders at all levels.

• Improve professional skills in data analysis, interpretation, and presentation.

• Prepare for career advancement opportunities within the field of finance.

Who can attend

• Finance professionals new to FP&A

• Analysts seeking to enhance their budgeting and forecasting expertise

• Managers aiming to improve their understanding of key financial reports and analysis