Advance FP&A and Financial Modeling (New Batch)

Total Sessions - 10

Session Dates - Each Sunday starting

Session Time - 11 AM- 12 PM IST

Benefits

• 10-week intensive program with interactive sessions and assignments.
• Covers all aspects of FP&A – FP&A, PowerBI, Financial Modelling
• Industry-relevant curriculum designed by FP&A professionals.
• Expert instructors with extensive experience in the field.
• Recording Available - to access as per your need
• Study Material and Assignment files - Free PDF Handbook and Excel Assignment files for hands on experience
• Power BI option - Your chance to learn Power BI through a live session at subsidized fee
• Certificate - from an ISO 9001:2015 certified institute

Topics Covered

ADVANCE FP&A

Module 1: Introduction to FP&A

• Understanding FP&A
  • Definition, role, and objectives of FP&A
  • FP&A vs. Financial Accounting
•  Key Terminologies
  • Glossary of essential FP&A terms (e.g., budget, forecast, variance, driver-based planning)
•  Demystifying FP&A Myths
  • Common misconceptions about FP&A and their impact
• Core FP&A Activities
  • Detailed overview of FP&A functions (planning, budgeting, forecasting, analysis, reporting)
• The FP&A Calendar
  • Importance of a well-structured FP&A calendar
  • Key milestones and deadlines

Module 2: Planning and Budgeting

• Strategic Planning
  • Aligning FP&A with organizational goals
  • Developing strategic financial plans
•  Annual Operating Plan
  • Translating strategy into actionable plans
  • Key components of an AOP
• Budgeting Fundamentals
  • Budgeting process, cycle, and KPIs
  • Budgeting techniques and approaches (zero-based, incremental, activity-based)
  • Practical budgeting exercises
• Forecasting
  • Forecasting process and key inputs
  • Rolling forecasts and their benefits
  • Practical forecasting exercises

Module 3: Variance Analysis

• Variance Analysis Process
  • Identifying and analyzing deviations from plan
• Types of Variance Analysis
  • Sales variance, cost variance, profit variance, etc.
• Practical Variance Analysis Assignments
  • Hands-on exercises to apply variance analysis concepts

Module 4: Reporting and Communication

• FP&A Reporting
  • Common FP&A reports (financial statements, performance metrics, key indicators)
  • Dashboard design and development
• Data Storytelling
  • Effective communication of financial information
  • Using visuals to convey insights
• Business Acumen and Strategic Thinking
  • Developing a strong business understanding
  • Applying financial knowledge to strategic decision-making
• FP&A Tools and Technology
  • Leveraging FP&A software and tools (Excel, BI tools, planning software)
  • Exploring the role of AI in FP&A
• Management Reporting
  • Tailoring reports to different audiences
  • Budget vs. actual reporting
  • Cash flow forecasting and flash reports
• Excel Proficiency
  • Essential Excel functions for FP&A
• Reporting Exercises and Assignments
  • Practical application of reporting skills

Financial Modeling 

• Building 3 Statement Model
• What If Analysis
• Financial Modeling Exercise
• Project Evaluation Tools
• NPV, IRR and Payback period
• Discounted Cash Flow
• Financial Modeling Exercise
• Assignment

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&A expert with 18 years of experience at leading companies like Airtel, Genpact, Infosys, and IHG. Currently working as an Associate Director FP&A at Pyramid Consulting Inc. He has been helping aspiring professionals build a career in FP&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.