Finxl - Course Details

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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.

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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.