Course ID:

FP&A Mastery

This Seidman Financial flagship program equips high-potentials and emerging FP&A professionals with a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. They develop technical skills in planning, financial modeling, forecasting, data visualization, data management and analysis as well as non-technical skills such as leadership and presentation acumen. This program will hone the technical skills FP&A teams use most while enforcing organization-wide consistency in planning, analysis and forecasting.


Learning Objectives

Upon completion of this course participants will be able to:

  • Apply intermediate-to-advanced techniques in modern FP&A
  • Identify what deficiencies exist in their organizations and what to do to address them
  • Effectively develop an FP&A function and role
  • Build a stronger FP&A culture

Major Topics
  • Modeling standards and key functionality
  • Business and financial modeling best practice
  • Data visualization, presentation and storytelling
  • Dynamic business modeling
  • Monitoring variances and versions
  • Dynamic charts and graphs
  • Data consolidation
  • Scenarios and sensitivities
  • Model automation using VBA macros and add-Ins
  • Enhancing model usability and interface
  • Getting to answers without modeling
  • Forecasting, projecting, and budgeting
  • Planning for capital expenditures and project forecasting
  • Fundamentals of the financial statements and financial reporting
  • Strategic financial planning and analysis

Who Should Attend

High-potentials in finance, FP&A practitioners, CFOs, investors, new FP&A analysts, aspiring FP&A professionals, non-financial business partners, financial team leaders


Fields of Study
Finance, Accounting

Prerequisites

Participants should possess intermediate financial acumen, a general understanding of Microsoft Excel or Google Sheets, and be familiar with general business concepts.


Provider
Business Learning Institute

CPE Credits
27

Level
Intermediate

This course is available for your group as:

 

Let's Roll!

To learn more or customize this course for your group, complete this form and a BLI team member will get back with you shortly.


Or, contact BLI: 888-481-3500 or team@blionline.org
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