FP&A Crash Course

FP&A Crash Course: Master Budgeting, Forecasting, and Analysis

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 analyze performance to support strategic decision-making.

Key Topics

• 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.

Who Should 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

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.