Financial Planning & Analysis (FP&A)


 Rating
         
 Duration
7 Hrs 30 Mins
 Eligible For
Completion Certificate
Course Price at
 30000

Introduction


Financial planning and analysis (FPA) is the process of compiling and analyzing an organization's long-term financial strategy. It is the process of preparing a budget based on information about expenses and income. In organisations, assets and liabilities are also considered in the process of financial planning. Implementing the budget, tracking progress, and documenting results are also considered part of financial planning. Financial analysis uses the output of financial planning to assess profitability, liquidity, solvency, and stability for organizations. It also helps companies make decisions about business strategies. In addition to creating an organization's extended financial plan, FP&A departments also generate management reports, analyze financial trends, calculate the monetary effects of potential business decisions and advise the management.


Course Features


Course Details

Course duration: Intensive 100 hours

FORECASTING

  • Perform Top-Down and Bottom-up Forecasting
  • Forecast a Company's Sales
  • Forecast a Company's Planned Level of Production
  • Calculate Net Cash Flow
  • Forecast Various Types of Expenditures
  • Estimate Working Capital Needs
  • Carry out a Fixed Asset Roll forward
  • Forecasting techniques (moving average, regression analysis, etc.)
  • Essential Mechanics of the Forecasting Process
  • Forecasting Selling, General & Administrative expenses
  • Forecasting Balance Sheet Items

BUDGETING

  • Budgeting within a strategic framework
  • Building a robust budgeting process
  • Managing budget psychology
  • A practical guide todeveloping budgets
  • Common budgeting approaches (e.g. Incremental, value-based, zero-based, etc.)
  • Tracking budget performance with variance analysis (waterfall charts, etc.)
  • Applied budgeting tools and techniques (Excel, solver, pivot tables, etc.)

    Budgeting control - meaning and objectives of budget and budgetary control, essentials of effective budgeting, types of budget and budget vs actual

    Capital Budgeting - Concept and process of capital budgeting, feasibility analysis, managing risk and ncertainty in capital budgeting, evaluation criteria under discounted and non-discounted cash flow approaches. Evaluate various investment decisions using appropriate tools and techniques and apply them to day to day business decisions.

PLANNING

    • Getting Started with Financial Planning
    • The Accounting Framework
    • Financial modeling
    • Corporate financial planning/strategic planning

    • Business planning - Concept of 3 and 5 year planning, concept of operational and sales plan including market forecast, production plan, sourcing plan and how various operations are inter-linked and aligned with the long term business plan

FINANCIAL ANALYSIS

    Investment Decision making - Purpose, objective and process of investment decisions and evaluation of different types of project. New line of business, expansion of current product, backward/forward integration and application of effective financial management.

    Analysis of balance sheet, apply appropriate measures for executing and evaluating the financial results to support managerial decision-making and setting strategies

    REPORTING

    Corporate Financial Reporting - Attributes of good corporate financial reporting for performance analysis, understanding profit & loss items, reviewing the balance sheet, variance analysis, non- performing asset analysis, identifying the cause and taking appropriate action


    GLOBAL BANKING SPECIAL

    • Special guide on Global Banking KPIs
    • Basel III Financial structure (P&L account, balance sheet)
    • Restructuring items/adjustment items & their treatments
    • Additional information section
    • Key performance Indicator (KPIs) – type of KPIs and its calculation & interpretation
    • Regulatory reporting
      • SEC reporting
      • FINMA reporting
      • MD&A (management discussion & analysis)
      • Other external & internal reporting


    Pre-Requisites

    • Does basic knowledge of Finance / Accounting needed? Not required as we start from basics
    • Does basic knowledge of Excel needed? Not required as we start from basics
    • Does any Finance degree or Finance background required? Previous finance knowledge will help but not compulsory

    Target Audience

    CFA, CA, MBAs, B Com, Accountant, Accounts payable professionals, Accounts Receivable professionals, Financial Reporting professionals, Operations and back office professionals


    Research Companies

    BANKS IN PUNE

    • HSBC
    • Barclays
    • Deutsche Bank
    • Credit Suisse
    • UBS
    • Tiaa


    COMPANIES IN PUNE

    • BMC
    • EY
    • ZS associates
    • CITCO
    • Syngenta
    • Capgemini
    • Eton
    • Accenture
    • KPMG
    • FIS Global Services (Sun Gaurd Fidelity)
    • Vodafone
    • Red head
    • Honeywell
    • SABA software
    • Holidayme
    • OYO Rooms
    • Genpact
    • Infosys
    • Cognizant
    • TCS
    • Maersk line
    • Axa BS
    • Grant thortan
    • Genpact
    • Bajaj Fineserv
    • ADP
    • Qualys, SB Road, Pune
    • IT companies with 100+ headcount will have FP&A team


    BANKS IN MUMBAI

    • Citi corp
    • Nomura
    • BNP Paribas
    • White Owl Brewries


    Placement Assistance

    A career in Financial Planning and Analysis involves helping an organisation to gather, analyse and organize financial information. This is considered as one of the most desirable finance jobs because they provide access to the overall picture, the vision and the major issues that determine value in an organization. You will get the opportunity to see how decisions are made in an organization.

    At the entry level, you would work as a financial planning Analysis and your work would focus on collecting data, putting together presentations, talking to members of the organization to understand a problem. As you advance you will have the opportunity to head the department and also work as an internal management consultants helping the organisation in making important financial decisions.


    COURSE HIGHLIGHTS
    • Detail exposure of Internal, Management, Regulatory and External reports
    • KPIs concept understanding, calculation and analysis
    • Prepare a Company's Budget from Scratch
    • Perform Top-Down and Bottom-up Forecasting
    • Forecast a Company's Sales
    • Forecast a Company's Planned Level of Production
    • Learn PLANNING PROCESS (short term plan and long term strategic PLAN)
    • Calculate Net Cash Flow
    • Forecast Various Types of Expenditures
    • Estimate Working Capital Needs
    • Carry out a Fixed Asset Roll-forward
    • Build an Integrated Financial Model
    • Real time technical interview preparation by FP&A professionals
    • Our trainers: Qualified experienced professionals

    Course Content

     Budgeting

     EXCEL EXPERT

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