Financial Planning & Analysis
Overview
Initially, CFOs were focused on payroll processing and supporting HR functions. Over time, their roles expanded to include overseeing human resources, legal matters, and managing IT systems and implementations. More recently, CFOs have taken on responsibilities in procurement, workforce planning, and real estate management. Alongside these operational duties, CFOs are also expected to identify profit improvement opportunities and drive change across the organization. To excel in these areas, CFOs must develop a diverse skill set that includes influencing, change management, project management, outsourcing, restructuring, and integration. These skills enable them to lead with impact and contribute to organizational growth and efficiency.
Learning Objectives:
After completion of this course, participants will be able to:
- Manage budgets and allocate capital;
- Build better financial models;
- Create and challenge investment cases;
- Interpret data; and
- Manage outcomes.
Lessons:
Lesson 1: Financial Planning & Analysis – Overview
It allows finance leaders to allocate capital, analyze data, report insights to the business, forecast results and manage outcomes.
Lesson 2: Allocating capital
This section explores capital allocation methods, accountability practices, and how to adapt to shifting priorities or unexpected needs.
Lesson 3: Build financial models
This section covers why models matter, how to build effective ones, and their role in fundraising.
Lesson 4: Create investment models
This helps CFOs allocate capital effectively by evaluating strategic projects, understanding shareholder expectations, and ensuring investment cases meet return and cost of capital requirements.
Lesson 5: Analyse Data
This helps finance teams harness data analysis to improve decision-making by identifying key KPIs, choosing relevant data, applying proven analytical methods, and delivering real-time, actionable insights.
Lesson 6: Manage outcomes
Discover how finance leaders can monitor budgets, reforecast performance, and use predictive modeling and scenario planning to anticipate variances, manage outcomes, and guide better decision-making.
Additional Information
CPD Hours: 2.8
Field of Study: Finance
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required. The primary purpose of this module is to address any deficiencies in this CFO competency compared to your peer group. So, you might find it helpful to have first taken the CFO competency framework to determine your existing skill level before starting the module.
Program Level: Basic
Delivery Method: QAS Self Study
Unlock Full Access with Premium Membership
- A vast library of on-demand courses
- Interactive simulators for hands-on practice
- Exclusive live boot camps
- Join today and start learning instantly!
