Financial Planning & Analysis

Overview

A key role of the finance function is to deliver value-added insights to the rest of the organisation. Data is becoming increasingly vital to the success of businesses and needs to be properly captured, analysed and presented to a wide range of both internal and external stakeholders.

FP&A is a significant element of a finance leader’s responsibilities and there are now many dedicated career specialists who work within finance teams. This covers a range of activities including budgeting/forecasting, allocating capital, presenting trends, managing outcomes, suggesting initiatives, analysing data and benchmarking results.

You are increasingly required to perform these activities for both financial and non-financial data across the business. You will therefore need to work closely with other teams in order to successfully deliver this.

During this module, participants will:

• Understand the importance of Financial Planning and Analysis within your role;
• Learn the key areas to consider when performing FP&A;
• Determine which KPIs you should be measuring within your business;
• Working out how best to capture and process your data;
• Identifying the financial and non-financial data that you should include within your analysis;
• Improve your general skills for planning, forecasting, reporting and analysis;
• Identify ways to deliver FP&A to your wider organisation;
• Listen to best practice suggestions and case studies from experienced CFOs;
• Assess your current level of achievement within this competency;
• Determining how best to deliver your FP&A output to your internal and external stakeholders; and
• Create your development plan for building an effective FP&A process within your finance team.

Following this, we outline how to create budgets, predict results and manage outcomes to help finance leaders successfully deliver your company’s financial targets.

Learning Objectives:

After completion of this course, participants will be able to:

• Allocate capital;
• Build financial models;
• Create investment cases;
• Analyse data; and
• Manage outcomes.

Additional Information:

CPE Credit/CPD Hours: 2.8

Field of Study: Finance

No prerequisite knowledge is required to be successful in this course.

No advance preparation is required.

Program Level: Basic

Delivery Method: QAS Self Study