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.
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.
Financial analysts
Accountants
Finance managers
Business managers
Professionals aspiring to enhance financial analysis skills
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