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Corporate Finance Institute

FP&A for New Analysts

via Corporate Finance Institute

Overview

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FP&A for New Analysts Overview Financial Planning & Analysis (FP&A) is one of the most common roles in finance and accounting and companies of all sizes need skilled professionals to help monitor business performance and recommend improvements. In this course, we will introduce critical thinking and analysis skills necessary to become a world-class FP&A professional. We will also discuss how you can brand yourself as the go-to analyst for the best opportunities, as well as positioning yourself for early success, promotion, and an amazingly lucrative career.

Learning Objectives
  • Define budgeting, its components, and various types of financial planning applicable to all types of businesses.
  • Recognize the broader implications of financial planning and analysis (FP&A) activities.
  • Monitor and influence KPIs, providing clear insights and rallying stakeholders around strategic initiatives.
  • Summarize the necessity of considering multiple assumptions and evaluating their impact on results through sensitivity analysis.
  • Manage variances, and identify differences between expected and actual performance.
  • Recognize the role of personal branding in professional advancement within the FP&A field.

Who Should Take This Course? 
This course is geared toward prospective and current FP&A professionals with a passion for problem-solving and working with business leaders. 

Recommended Prerequisites

The prerequisites are optional, but we recommend you complete these courses or possess the equivalent knowledge prior to enrolling in this course: The Role of the FP&A Professional

Syllabus

  • Introduction
  • Introduction to Budgeting
  • Introduction to Forecasting
  • Introduction to Making Connections to the Bigger Picture
  • Introduction to Key Value and KPIs
  • Introduction to Sensitivity Analysis
  • Introduction to Variance Analysis
  • Introduction to Personal Branding and Positioning for Advancement
  • Bringing It All Together
  • Qualified Assessment

Taught by

Carl Seidman

Reviews

4.8 rating at Corporate Finance Institute based on 21 ratings

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