Financial Storytelling for FP&A

Financial Planning and Analysis (FP&A) Financial Storytelling is a critical skill that transforms complex numerical data into compelling narratives that drive strategic decision-making. By synthesizing financial information into clear, meaningful insights, FP&A professionals bridge the gap between raw numbers and actionable business intelligence, enabling leaders to understand the deeper implications of financial performance. This approach goes beyond traditional reporting by creating a narrative that explains not just what happened, but why it happened and what it means for the organization’s future.

Embrace your inner marketeer! Deliver financial presentations that influence and inspire action.

You’re welcome to join just this workshop, but for a deeper dive, we recommend registering for the full program.

Course Testimonials

Course Overview

What we Cover:

  • Financial Storytelling
  • Finance Business Partnering
  • Financial Modeling
  • Planning & Forecasting

The Challenges:

  • Making data meaningful to non-finance leaders
  • Turning analysis into action
  • Prioritizing the most relevant metrics
  • Structuring presentations with impact
  • Encouraging business ownership of results

The Barriers:

  • Over-reliance on spreadsheets or dashboards
  • Inconsistent messaging
  • Reporting too much or too little
  • Poor stakeholder engagement
  • Unclear connection between financials and business drivers

Learning Objectives:

By completing this course, participants will:

  • Translate data into a clear and compelling narrative
  • Understand and apply storytelling frameworks in finance presentations
  • Tailor messages to different stakeholders
  • Highlight the “so what” of financial analysis
  • Drive decisions with insight rather than volume

Business Benefits:

  • Improved communication between finance and business teams
  • Faster and more confident decision-making
  • Greater stakeholder trust and engagement
  • More actionable financial reporting
  • Stronger alignment between financial insights and strategic goals

Course Facilitator

Catherine Marks

Facilitator

Catherine led the O2 FP&A team through its merger with Virgin Media.

Prerequisites: Must have a basic understanding of FP&A

Advanced Preparation: No advanced preparation is required

Program Level: Basic

Delivery Method: Group Live

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