Business Partnering for FP&A

FP&A Business Partnering represents a transformative approach in modern financial management, where finance professionals evolve from traditional number-crunchers to strategic advisors who provide critical insights and guidance to organizational leadership. By bridging the gap between financial expertise and operational decision-making, these professionals enable companies to make more informed, data-driven choices that drive sustainable growth and profitability. The role is pivotal in translating complex financial data into actionable strategies, challenging business assumptions, and providing a holistic perspective that goes beyond standard financial reporting. Successful FP&A Business Partners combine technical financial acumen with essential soft skills like communication, empathy, and strategic thinking, allowing them to build trust with business unit leaders and serve as a crucial link between financial strategy and operational execution. Their ability to navigate uncertainty, manage risks, and identify innovative opportunities makes them indispensable in helping organizations achieve their strategic objectives and maintain competitive advantage in an increasingly complex business landscape.

Take your business partnering skills to the next level: learn powerful techniques for adding value and influencing your stakeholders.

Course Testimonials

Setting up a new FP&A team in a fast-paced business, the FP&A bootcamp was a great way to get everyone on the same page as quickly as possible. We loved Catherine's teaching style and the interactive format of the course. The team took examples from the very first workshop and immediately put them into practice. It sparked such debate in the team that we almost have too many new ideas! A nice problem to have... Thanks Catherine and GrowCFO!

This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.

The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.

If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.

The courses were very comprehensive and out team learned a lot from them. The breakout groups were both fun and engaging, and the trainers were excellent, bringing impressive first-hand experience in solving these real-world challenges.

This course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.

I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.

Course Overview

What we Cover:

Financial Storytelling, Finance Business Partnering, Financial Modeling, Planning & Forecasting

The Challenges:

Simplify complex data, create accurate forecasts, build reliable financial models, turn data into strategy, align business strategy and financial plans.

The Barriers:

Complex financial models, manual spreadsheets, difficulty in presenting data, building stakeholder trust, navigating conflicts of interest in your role.

Learning Outcomes:

On completion of the Financial Planning and Analysis course, your team will have an enhanced ability to create impactful financial reports, develop strategic presentation skills, and gain proficiency in advanced financial modeling. These skills will empower your team to drive better business decisions and perform more accurate financial analyses.