Financial Planning & Analysis

Dan Wells · February 3, 2021

A key role of the finance function is to deliver value-added insights to the rest of the organisation.  Data is becoming increasingly vital to the success of businesses and needs to be properly captured, analysed and presented to a wide range of both internal and external stakeholders.

FP&A is a significant element of a finance leader’s responsibilities and there are now many dedicated career specialists who work within finance teams.  This covers a range of activities including budgeting/forecasting, allocating capital, presenting trends, managing outcomes, suggesting initiatives, analysing data and benchmarking results.

You are increasingly required to perform these activities for both financial and non-financial data across the business.  You will therefore need to work closely with other teams in order to successfully deliver this.

During this module, participants will:

  • Understand the importance of Financial Planning and Analysis within your role;
  • Learn the key areas to consider when performing FP&A;
  • Determine which KPIs you should be measuring within your business;
  • Working out how best to capture and process your data;
  • Identifying the financial and non-financial data that you should include within your analysis;
  • Improve your general skills for planning, forecasting, reporting and analysis;
  • Identify ways to deliver FP&A to your wider organisation;
  • Listen to best practice suggestions and case studies from experienced CFOs;
  • Assess your current level of achievement within this competency;
  • Determining how best to deliver your FP&A output to your internal and external stakeholders; and
  • Create your development plan for building an effective FP&A process within your finance team.

This Module covers the following Topics:

  1. Allocating capital;
  2. Building financial models;
  3. Creating investment cases;
  4. Analysing data; and
  5. Managing outcomes.

About Instructor

Dan Wells

13 Modules

+1077 enrolled
Open Registration

Module Includes

  • 6 Topics
  • 18 Lessons