Target audiences
- Financial planning managers
- FP&A analysts
- Finance directors
- CFOs
- Professionals focused on financial planning and analysis
The Financial Planning and Analysis – for Managers training program is designed to equip participants with the skills and knowledge needed to manage the financial planning and analysis process in their organizations. The program covers key topics such as budgeting, forecasting, financial modeling, and variance analysis. Participants will learn how to use financial data to make strategic business decisions, and will gain an understanding of the importance of financial planning and analysis in achieving organizational objectives.
Objectives:
- Understand the role of financial planning and analysis in achieving organizational objectives
- Learn how to prepare budgets and forecasts that align with strategic objectives
- Develop skills in financial modeling and data analysis
- Gain an understanding of key financial metrics and how to use them to make informed business decisions
- Learn how to perform variance analysis and identify areas for improvement
- Understand the importance of effective communication and stakeholder management in the financial planning and analysis process
- Develop strategies for effective financial reporting and analysis to support decision making
Overall, the Financial Planning and Analysis – for Managers training program is suitable for managers who are responsible for financial planning and analysis within their organizations. The program provides a practical approach to financial planning and analysis, with a focus on real-world applications and case studies. Participants will learn how to develop effective financial strategies, manage financial data, and communicate effectively with stakeholders. The program is highly interactive, with group exercises and case studies designed to help participants apply their learning in real-world situations.
Day 1: Topic: Introduction to Financial Planning and Analysis
- Overview of the financial planning and analysis process
- Understanding the role of financial planning and analysis in achieving organizational objectives
- Key financial metrics and their importance
Topic: Budgeting and Forecasting
- Principles of budgeting and forecasting
- Creating budgets and forecasts that align with strategic objectives
- Developing financial projections
Day 2: Topic: Financial Modeling and Data Analysis
- Principles of financial modeling
- Best practices for financial modeling
- Analyzing financial data and trends
Topic: Variance Analysis and Improvement
- Principles of variance analysis
- Identifying areas for improvement
- Developing strategies to address variance
Day 3: Topic: Effective Communication and Stakeholder Management
- Communicating financial information effectively
- Stakeholder management and engagement
- Communicating financial performance to stakeholders
Topic: Financial Reporting and Analysis
- Principles of financial reporting
- Key financial statements and their analysis
- Developing financial reports
Day 4: Topic: Performance Management and Decision Making
- Performance management principles
- Using financial data for decision making
- Developing performance metrics and KPIs
Topic: Risk Management and Mitigation
- Principles of risk management
- Identifying and assessing financial risks
- Developing risk mitigation strategies
Day 5: Topic: Financial Strategy and Planning
- Developing financial strategies
- Strategic financial planning and implementation
- Financial planning for organizational growth and expansion
Topic: Review and Application
- Review of key concepts and learning outcomes
- Group exercises and case studies to apply learning in real-world scenarios
- Q&A session and wrap-up
All our courses are provided in business centers located close to the city center.
After your course registration is complete, you will receive the invoice and comprehensive course details, which encompass information about the venue, instructor, classroom location and various logistical aspects.
For more details please contact us here