Introduction:

Welcome to the Financial Planning & Analysis training program, designed and curated by Global Horizon Training Center. Our program is aimed at providing participants with a comprehensive understanding of financial planning and analysis techniques, tools, and best practices. Through interactive sessions, case studies, and practical exercises, participants will gain the skills needed to contribute effectively to financial decision-making within their organizations.

Objectives:

• Equip participants with a solid foundation in financial planning and analysis concepts.

• Develop the skills necessary to create accurate financial forecasts and budgets.

• Enhance decision-making abilities by leveraging financial data and analysis.

• Provide insights into key performance indicators (KPIs) and their impact on business strategy.

• Foster collaboration between finance and other departments for holistic organizational success.

Target Audience:

• Financial analysts

• Accountants

• Finance managers

• Business managers

• Professionals aspiring to enhance financial analysis skills

Outlines:

Day 1: Financial Planning Fundamentals

• Introduction to Financial Planning & Analysis (FP&A)

• Overview of financial statements: Income Statement, Balance Sheet, and Cash Flow Statement

• Importance of budgeting and forecasting in FP&A

• Practical exercise: Building a basic financial model

Day 2: Budgeting and Forecasting Techniques

• Advanced budgeting techniques

• Forecasting methodologies and tools

• Variance analysis: Understanding and interpreting deviations

• Case study: Creating a comprehensive budget and forecast

Day 3: Financial Analysis and Reporting

• Ratio analysis for performance evaluation

• Key Performance Indicators (KPIs) and their relevance

• Dashboards and reporting tools

• Group project: Analyzing a company's financial performance

Day 4: Strategic Financial Decision-Making

• Capital budgeting: Evaluating investment decisions

• Risk analysis in financial decision-making

• Scenario analysis and sensitivity testing

• Real-world case studies: Making strategic financial decisions

Day 5: Integrated Financial Planning

• Aligning FP&A with organizational goals

• Collaboration between finance and other departments

• Continuous improvement in FP&A processes

• Final project: Developing a comprehensive financial plan