Financial Modelling and FP&A Tools

Financial modelling plays a critical role in supporting strategic finance decisions—from investment appraisals to scenario planning and stakeholder alignment. This session breaks down the full financial modelling lifecycle, helping participants understand not just the technical mechanics, but also the broader impact of choosing the right model, simplifying complex assumptions, and gaining buy-in from business leaders.

Participants will learn how to evaluate investment decisions using ROI, NPV, IRR, and Customer Lifetime Value, and how to avoid the common pitfalls of overengineering or misalignment with business needs. The session also explores how machine learning and automation are reshaping modelling practices across FP&A.

Sharpen your financial modeling skills by learning best practices for building models. Explore the landscape of FP&A tools and how they can be successfully deployed in your organisation.

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

Course Testimonials

Setting up a new FP&A team in a fast-paced business, the FP&A bootcamp was a great way to get everyone on the same page as quickly as possible. We loved Catherine's teaching style and the interactive format of the course. The team took examples from the very first workshop and immediately put them into practice. It sparked such debate in the team that we almost have too many new ideas! A nice problem to have... Thanks Catherine and GrowCFO!

This is both a good refresher for seasoned professionals and a good introduction for individuals with less experience. Time went by very fast as it was an enjoyable course.

The course takes you through a practical approach to FP&A and you walk away with ideas and strategies you can begin to utilize in your business right away.

If you are new to FP&A or have been doing it for years, this is a great course to ensure you are on the correct path. The time commitment isn’t so much that you take too much time away from work, but enough that you feel you are getting plenty of resources to take back to your job.

The courses were very comprehensive and out team learned a lot from them. The breakout groups were both fun and engaging, and the trainers were excellent, bringing impressive first-hand experience in solving these real-world challenges.

This course was fantastic! It was the perfect refresher I needed to start a new job in FP&A. I thoroughly enjoyed the Zoom class sessions along with the exercises that we did in class.

I recommend this to everyone who is interested in understanding FP&A. I’m transitioning to an FP&A role and this course helped me get a jumpstart to prepare myself with the skills required to succeed.

Course Overview

What we Cover:

Financial Storytelling
Finance Business
Partnering
Financial Modeling
Planning & Forecasting

The Challenges:

Simplifying complex data
Creating accurate forecasts
Building stakeholder-ready models
Translating insights into business decisions
Aligning strategy with financial projections

The Barriers:

Overly complex spreadsheets
Lack of trust in outputs
Difficulty explaining assumptions
Model transparency and data quality risks
Managing conflicting objectives

Learning Objectives:

By the end of this course, finance professionals will be able to:

Build and audit robust financial models
Choose the appropriate modelling technique for each use case
Communicate model insights clearly and credibly
Incorporate scenario and breakeven analysis for risk assessment
Apply machine learning principles to enhance forecasting and automation

Business Benefits:

Reliable and scenario-ready forecasts
Faster, more informed decision-making
Better stakeholder buy-in
Scalable, transparent financial planning models
Reduced manual effort through automation

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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