Financial Storytelling for FP&A

Financial Planning and Analysis (FP&A) Financial Storytelling is a critical skill that transforms complex numerical data into compelling narratives that drive strategic decision-making. By synthesizing financial information into clear, meaningful insights, FP&A professionals bridge the gap between raw numbers and actionable business intelligence, enabling leaders to understand the deeper implications of financial performance. This approach goes beyond traditional reporting by creating a narrative that explains not just what happened, but why it happened and what it means for the organization’s future.

Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.

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.