Financial Planning and Analysis

Catalog description

The objective of this course is to provide a comprehensive, practical, hands-on understanding of Financial Planning & Analysis, one of the most critical functions of a firm’s Finance team. Largely mirroring the expanding role of the CFO, the FP&A organization is called upon to lead the development of strategic initiatives, plans and projections, evaluate internal and competitive trends and variances, evaluate complex investment decisions, assess the firm’s intrinsic value and analyze, promote ways to grow shareholder value and be a trusted partner of a firm’s CFO and operating group leadership. The course will focus on developing an understanding of (1) overall financial drivers and essential analytical capabilities, (2) performance management, (3) projections and planning, (4) planning and analysis of critical value drivers including capital investments, and (5) intrinsic valuation and value creation.