Total Sessions - 4
Session Dates - Each Sunday starting 01st&nbsp;Mar&nbsp;2026
Session Time - 2:00&nbsp;PM- 3:00&nbsp;PM IST
Session 1
<ul>
	<li>Excel interface, ribbons &amp; FP&amp;A-friendly settings</li>
	<li>Keyboard shortcuts every FP&amp;A analyst must know</li>
	<li>Data types: numbers, text, dates (common FP&amp;A errors)</li>
	<li>Absolute vs relative references (the backbone of models)</li>
	<li>Paste special (values, formulas, formats)</li>
	<li>Basic formatting for management-ready files</li>
</ul>
 
Session 2 - 
<ul>
	<li>Core FP&amp;A Formulas &amp; Functions</li>
	<li>Logical functions: IF, IFS, AND, OR</li>
	<li>Lookup functions: VLOOKUP (concept), XLOOKUP, INDEX + MATCH</li>
	<li>Aggregation: SUMIFS, COUNTIFS, AVERAGEIFS</li>
	<li>Text functions used in MIS: LEFT, RIGHT, MID, TRIM, TEXT</li>
	<li>Date functions for monthly analysis: EOMONTH, MONTH, YEAR</li>
	<li>Error handling: IFERROR (clean reports = fewer questions)</li>
</ul>
Session 3: 
<ul>
	<li>FP&amp;A Analysis &amp; Reporting Tools</li>
	<li>Pivot Tables for:</li>
	<li>Budget vs Actual analysis</li>
	<li>Cost center / GL analysis</li>
	<li>Pivot Charts for management decks</li>
	<li>Sorting, filtering &amp; slicers</li>
	<li>Variance analysis:</li>
	<li>Actual vs Budget</li>
	<li>Actual vs Forecast</li>
	<li>Basic scenario analysis using data tables</li>
	<li>Building a clean MIS structure (inputs &rarr; calculations &rarr; output)</li>
</ul>
Session 4
<ul>
	<li>Automation, Controls &amp; Real FP&amp;A Use Cases</li>
	<li>Conditional formatting for:</li>
	<li>Variance flags</li>
	<li>Threshold breaches</li>
	<li>Data validation to avoid input errors</li>
	<li>Simple dashboards for monthly reviews</li>
	<li>Protecting formulas &amp; sheets (controls matter)</li>
	<li>Common FP&amp;A Excel mistakes (and how to avoid them)</li>
</ul>
Mini case study:
Monthly P&amp;L analysis
Trainers
Madhu Tripathy :&nbsp;Madhu&nbsp;is a seasoned trainer with over&nbsp;24 years of experience&nbsp;in software training and multiple roles within the Training &amp; Development function at&nbsp;NIIT, and has been working as a&nbsp;freelance trainer since 2015. She has extensive experience managing the complete training lifecycle&mdash;designing, setting up (classroom, one-to-one, and online), and delivering programs&mdash;and has conducted training for leading organizations including&nbsp;DRDO, NIIT, New Horizon, Coforge, R1RCM, Tata Power, Xansa, Citi Bank, Times of India, Bharti Airtel, Hewitt, DHL India, C-DAC, Fortis, Honda, BHEL, FIIB, Morningstar, and many more. Known for her excellent communication, interpersonal, and presentation skills, she consistently adapts training content and delivery methods to match the audience&rsquo;s proficiency levels, business needs, and feedback.
LinkedIn Profile -&nbsp;<a href="https://www.linkedin.com/in/jayshree-tawari/" target="_blank">https://www.linkedin.com/in/madhu-tripathy/</a>
Gaurav Sharma
A seasoned FP&amp;A expert with 18 years of experience at leading companies like Airtel, Genpact, Infosys, and IHG. Currently working as an Associate Director FP&amp;A at Pyramid Consulting Inc. He has been helping aspiring professionals build a career in FP&amp;A for over 5 years. An MBA in Applied Finance and Leadership and Strategy from Narsee Monjee Institute of Management Studies, he has held several guest lectures at DTU, Delhi, IMA Delhi Chapter House, SAGE University Bhopal, and IIM Sirmaur.
LinkedIn Profile -&nbsp;https://www.linkedin.com/in/gaurav-sharma-gaurav/
&nbsp;

Excel for Strategic FP&A

All Fin Talk

Total Sessions - 10
Session Dates - Each Sunday starting 18th Jan&nbsp;2026
Session Time - 11.30&nbsp;AM- 12.45 PM IST
Benefits
<ul>
	<li>10-week intensive program&nbsp;with interactive sessions and assignments.</li>
	<li>Covers all&nbsp;aspects of FP&amp;A&nbsp;&ndash;&nbsp;FP&amp;A, PowerBI, Financial Modelling</li>
	<li>Comprehensive Curriculum&nbsp;designed by FP&amp;A professionals.</li>
	<li>Learn from Real World scenarios -&nbsp;with simulation exercises&nbsp;</li>
	<li>Expert instructors&nbsp;with extensive experience in the field.</li>
	<li>Recording Available&nbsp;- to access as per your need</li>
	<li>Study Material and Assignment files -&nbsp;Free PDF Handbook and Excel Assignment files&nbsp;for hands on experience</li>
	<li>Power BI&nbsp;option -&nbsp;Your chance to learn Power BI through a live session at subsidized fee</li>
	<li>Certificate on Completion -&nbsp;from an ISO 9001:2015 certified institute</li>
</ul>
Topics Covered
ADVANCE FP&amp;A
Module 1: Introduction to FP&amp;A
<ul>
	<li>Understanding FP&amp;A
	<ul>
		<li>Definition, role, and objectives of FP&amp;A</li>
		<li>FP&amp;A vs. Financial Accounting</li>
	</ul>
	</li>
	<li>&nbsp;Key Terminologies
	<ul>
		<li>Glossary of essential FP&amp;A terms (e.g., budget, forecast, variance, driver-based planning)</li>
	</ul>
	</li>
	<li>&nbsp;Demystifying FP&amp;A Myths
	<ul>
		<li>Common misconceptions about FP&amp;A and their impact</li>
	</ul>
	</li>
	<li>Core FP&amp;A Activities
	<ul>
		<li>Detailed overview of FP&amp;A functions (planning, budgeting, forecasting, analysis, reporting)</li>
	</ul>
	</li>
	<li>The FP&amp;A Calendar
	<ul>
		<li>Importance of a well-structured FP&amp;A calendar</li>
		<li>Key milestones and deadlines</li>
	</ul>
	</li>
</ul>
Module 2: Planning and Budgeting
<ul>
	<li>Strategic Planning
	<ul>
		<li>Aligning FP&amp;A with organizational goals</li>
		<li>Developing strategic financial plans</li>
	</ul>
	</li>
	<li>&nbsp;Annual Operating Plan
	<ul>
		<li>Translating strategy into actionable plans</li>
		<li>Key components of an AOP</li>
	</ul>
	</li>
	<li>Budgeting Fundamentals
	<ul>
		<li>Budgeting process, cycle, and KPIs</li>
		<li>Budgeting techniques and approaches (zero-based, incremental, activity-based)</li>
		<li>Practical budgeting exercises</li>
	</ul>
	</li>
	<li>Forecasting
	<ul>
		<li>Forecasting process and key inputs</li>
		<li>Rolling forecasts and their benefits</li>
		<li>Practical forecasting exercises</li>
	</ul>
	</li>
</ul>
Module 3: Variance Analysis
<ul>
	<li>Variance Analysis Process
	<ul>
		<li>Identifying and analyzing deviations from plan</li>
	</ul>
	</li>
	<li>Types of Variance Analysis
	<ul>
		<li>Sales variance, cost variance, profit variance, etc.</li>
	</ul>
	</li>
	<li>Practical Variance Analysis Assignments
	<ul>
		<li>Hands-on exercises to apply variance analysis concepts</li>
	</ul>
	</li>
</ul>
Module 4: Reporting and Communication
<ul>
	<li>FP&amp;A Reporting
	<ul>
		<li>Common FP&amp;A reports (financial statements, performance metrics, key indicators)</li>
		<li>Dashboard design and development</li>
	</ul>
	</li>
	<li>Data Storytelling
	<ul>
		<li>Effective communication of financial information</li>
		<li>Using visuals to convey insights</li>
	</ul>
	</li>
	<li>Business Acumen and Strategic Thinking
	<ul>
		<li>Developing a strong business understanding</li>
		<li>Applying financial knowledge to strategic decision-making</li>
	</ul>
	</li>
	<li>FP&amp;A Tools and Technology
	<ul>
		<li>Leveraging FP&amp;A software and tools (Excel, BI tools, planning software)</li>
		<li>Exploring the role of AI in FP&amp;A</li>
	</ul>
	</li>
	<li>Management Reporting
	<ul>
		<li>Tailoring reports to different audiences</li>
		<li>Budget vs. actual reporting</li>
		<li>Cash flow forecasting and flash reports</li>
	</ul>
	</li>
	<li>Excel Proficiency
	<ul>
		<li>Essential Excel functions for FP&amp;A</li>
	</ul>
	</li>
	<li>Reporting Exercises and Assignments
	<ul>
		<li>Practical application of reporting skills</li>
	</ul>
	</li>
</ul>
Financial Modeling&nbsp;
<ul>
	<li>Building 3 Statement Model</li>
	<li>What If Analysis</li>
	<li>Financial Modeling Exercise</li>
	<li>Project Evaluation Tools</li>
	<li>NPV, IRR and Payback period</li>
	<li>Discounted Cash Flow</li>
	<li>Financial Modeling Exercise</li>
	<li>Assignment</li>
</ul>
Power BI (Optional - 4 session program, on pmt of additional fee of INR 3,000)
<ul>
	<li>Introduction to Power BI Desktop</li>
	<li>Discovering and Loading Data with Power BI Desktop</li>
	<li>Transforming Datasets</li>
	<li>Data Cleansing</li>
	<li>Designing a Power BI Desktop Data Model</li>
	<li>Text-Based Visualizations and Charts</li>
	<li>Filtering Data using Slicer</li>
	<li>Enhancing Reports</li>
</ul>
Trainers
Gaurav Sharma
A seasoned FP&amp;A expert with 18 years of experience at leading companies like Airtel, Genpact, Infosys, and IHG. Currently working as an Associate Director FP&amp;A at Pyramid Consulting Inc. He has been helping aspiring professionals build a career in FP&amp;A for over 5 years. An MBA in Applied Finance and Leadership and Strategy from Narsee Monjee Institute of Management Studies, he has held several guest lectures at DTU, Delhi, IMA Delhi Chapter House, SAGE University Bhopal, and IIM Sirmaur.
LinkedIn Profile -&nbsp;https://www.linkedin.com/in/gaurav-sharma-gaurav/
CA Vini Goel
CA Vini Goel is a seasoned finance professional with over 12 years of experience in Financial Planning and Analysis, Consolidation, and Reporting. She currently works at PWC and has previously held positions at prestigious organizations like HSBC, ICAI, and HCL. When not immersed in her work, Vini enjoys reading and traveling.
LinkedIn&nbsp;Profile-&nbsp;https://www.linkedin.com/in/cavinigoel/
Jayshree Tawari (Power BI)
A competent Software professional (MCA) from Vidyabharati, Mahavidyalay, Amravati University&nbsp;offering in-depth academic knowledge, practical project exposure, and an effective analytical ability augmenting a highly creative and expressive mind.&nbsp;She has worked as a corporate trainer for various organizations, including Times Group,Britannia Industries, Tata Motors, Adani Group, Schindler, Kirloskar Brothers Limited, YAZAKI Corporation, and PepsiCo.&nbsp;LinkedIn
LinkedIn Profile -&nbsp;<a href="https://www.linkedin.com/in/jayshree-tawari/" target="_blank">https://www.linkedin.com/in/jayshree-tawari/</a>

Advance FP&A and Financial Modeling (New Batch)

Program starting from 1st February
Time - 2PM-3PM IST
Total Sessions -4
Session Mode - Live
<ul>
	<li>No Prior&nbsp;coding or business knowledge required</li>
	<li>Build&nbsp;Powerful Dashboards&nbsp;using Power BI to track all your KPIs</li>
	<li>Get&nbsp;Key Insights &amp; Observations&nbsp;from your data</li>
	<li>Master&nbsp;Data Analysis &amp; Visualization</li>
	<li>Perform&nbsp;Business Intelligence&nbsp;to grow any company</li>
	<li>Learn to&nbsp;Leverage Data&nbsp;that makes you the star performer of your team</li>
</ul>
Topics Covered
&nbsp;Introduction to Power BI Desktop
<ul>
	<li>Installing and Running Power BI Desktop</li>
	<li>The Data Load Process</li>
	<li>The Power BI Desktop Window</li>
</ul>
&nbsp;Discovering and Loading Data with Power BI Desktop
<ul>
	<li>Data Sources</li>
	<li>Loading Data</li>
	<li>Excel&nbsp;</li>
</ul>
&nbsp;Transforming Datasets
<ul>
	<li>Power BI Desktop Queries</li>
	<li>Editing Data After a Data Load</li>
	<li>Transforming Data Before Loading</li>
	<li>The Power BI Desktop Query Editor</li>
	<li>The Applied Steps List</li>
	<li>Dataset Shaping</li>
	<li>Renaming/Reordering/Removing Columns</li>
	<li>Removing Error Records</li>
	<li>Removing Duplicate</li>
	<li>Records Sorting Data</li>
	<li>Filtering Data</li>
</ul>
&nbsp;Data Cleansing
<ul>
	<li>Changing Data Type</li>
	<li>Detecting Data Types</li>
</ul>
Designing a Power BI Desktop Data Model
<ul>
	<li>Data View and Relationship View</li>
	<li>Creating Relationships Manually &amp; Automatically</li>
	<li>Cardinality- Many to One, One to One</li>
	<li>Deleting Relationships</li>
	<li>Managing Relationships</li>
</ul>
Text-Based Visualizations
<ul>
	<li>Power BI Desktop Dashboards&nbsp;</li>
	<li>Tables</li>
	<li>Creating a Basic Table</li>
	<li>Creating a Matrix</li>
</ul>
Charts in Power BI Desktop
<ul>
	<li>A First Chart</li>
	<li>Basic Chart Types</li>
	<li>Column Charts</li>
	<li>Line Charts</li>
	<li>Pie Charts</li>
	<li>Essential Chart Adjustments</li>
</ul>
Filtering Data using Slicer
<ul>
	<li>Using Slicers</li>
	<li>Formatting Slicers</li>
	<li>Specifying Visual Interactions</li>
	<li>Choosing the Correct Approach to Interactive Data Selection</li>
</ul>
&nbsp;Enhancing Reports
<ul>
	<li>Adding Text Boxes to Annotate a Report</li>
	<li>Modifying the Page Background Colour</li>
	<li>Organizing Visuals on the Page</li>
</ul>
Trainer
Madhu Tripathy :&nbsp;Madhu is a seasoned trainer with over 24 years of experience in software training and multiple roles within the Training &amp; Development function at NIIT, and has been working as a freelance trainer since 2015. She has extensive experience managing the complete training lifecycle&mdash;designing, setting up (classroom, one-to-one, and online), and delivering programs&mdash;and has conducted training for leading organizations including DRDO, NIIT, New Horizon, Coforge, R1RCM, Tata Power, Xansa, Citi Bank, Times of India, Bharti Airtel, Hewitt, DHL India, C-DAC, Fortis, Honda, BHEL, FIIB, Morningstar, and many more. Known for her excellent communication, interpersonal, and presentation skills, she consistently adapts training content and delivery methods to match the audience&rsquo;s proficiency levels, business needs, and feedback.&nbsp;LinkedIn Profile -&nbsp;<a href="https://www.linkedin.com/in/jayshree-tawari/" target="_blank">https://www.linkedin.com/in/madhu-tripathy/</a>

Power BI for Finance Professionals

Master the Art of Cracking Big 4 FP&amp;A Interviews
Are you ready to take your FP&amp;A career to the next level? This comprehensive course is designed to equip you with the essential skills and knowledge to ace your Big 4 FP&amp;A interviews.
Key Highlights:
<ul>
	<li>Deep Dive into FP&amp;A Fundamentals: Gain a solid understanding of core FP&amp;A concepts, methodologies, and best practices.</li>
	<li>Mastering Common Interview Questions: Prepare for the most frequently asked questions and learn how to deliver impactful answers.</li>
	<li>Industry Insights and Trends: Stay up-to-date with the latest developments in the FP&amp;A industry, giving you a competitive edge.</li>
	<li>Sharpened Communication and Presentation Skills: Learn to effectively articulate your ideas and present complex financial information with confidence.</li>
	<li>Enhanced Problem-Solving and Critical Thinking Abilities: Develop the skills to analyze complex financial scenarios and provide insightful solutions.</li>
	<li>Boost Your Interview Performance: Gain confidence, improve your interviewing techniques, and make a lasting impression on potential employers.</li>
</ul>
Enroll now and take your FP&amp;A career to new heights!
Trainers
CA Vini Goel
CA Vini Goel is a seasoned finance professional with over 12 years of experience in Financial Planning and Analysis, Consolidation, and Reporting. She currently works at PWC and has previously held positions at prestigious organizations like HSBC, ICAI, and HCL. When not immersed in her work, Vini enjoys reading and traveling.
Gaurav Sharma
A seasoned FP&amp;A specialist with 17 years of experience at leading companies like Airtel, Genpact, Infosys, and IHG. Currently working as an Associate Director FP&amp;A at Pyramid Consulting Inc. He has been helping aspiring professionals build a career in FP&amp;A for over 5 years. An MBA in Applied Finance and Leadership and Strategy from Narsee Monjee Institute of Management Studies, he has held several guest lectures at DTU, Delhi, IMA Delhi Chapter House, SAGE University Bhopal, and IIM Sirmaur.
&nbsp;
FAQs
Q: What is the format of the course? A: This is a pre-recorded online course, which means you can access the content at your own pace and convenience.
Q: How long is the course? A: The course duration is approximately 1 hour 30 minutes
Q: What is the level of the course? A: The course is designed for both beginners and experienced professionals looking to enhance their FP&amp;A interview skills.
Q: What are the prerequisites for this course? A: Basic understanding of financial concepts and a keen interest in FP&amp;A.
Q: What is the mode of delivery? A: The course is delivered through pre-recorded video lectures.
Q: Will there be any live Q&amp;A sessions? A: While we don&#39;t offer live Q&amp;A sessions, we provide a dedicated forum where you can ask questions and interact with other learners.
Q: How long is the course access? A: You will be able to&nbsp;access the course content for a period of 1 year from the date of enrolment.
Q: Can I download the course content? A: No, course content cannot be downloaded..
Q: How can I contact the course support team? A: You can contact our support team through via email at allfintalk@gmail.com
&nbsp;
&nbsp;
&nbsp;
&nbsp;

Mastering Big4 FP&A Interview

How to move to FP&A

Duration - 1 Hour
The training provides clarity on FP&amp;A Insights, process, terminologies, tools and details on FP&amp;A activities like Budgeting, Forecasting, Reporting etc.&nbsp; It helps prospective job seekers develop and understanding of FP&amp;A process, have a guidance on interview questions and their answers and ultimately land an FP&amp;A job successfully
Session contents
&bull;FP&amp;A Basics &bull;Introduction &bull;FP&amp;A Insights &bull;What is FP&amp;A &bull;Activities &bull;FP&amp;A and other departments &bull;Terminologies &bull;FP&amp;A as a Process &bull;Rolling Forecast &bull;FP&amp;A as a Decision-Making Platform &bull;Annual Operating Plan &bull;Budgeting &bull;Budgeting Techniques &bull;Budgeting Approaches &bull;Budget Process &bull;Reports and Tools &bull;Common FP&amp;A Reports &bull;Common ERP Tools &bull;Flash Report
&nbsp;
&nbsp;

Courses

Excel for Strategic FP&A

Advance FP&A and Financial Modeling (New Batch)

Power BI for Finance Professionals (New Batch)

Mastering Big4 FP&A Interview

How to move to FP&A

Simplifying FP&A