This Seidman Financial flagship program equips high-potentials and emerging FP&A professionals with a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. They develop technical skills in planning, financial modeling, forecasting, data visualization, data management and analysis as well as non-technical skills such as leadership and presentation acumen. This program will hone the technical skills FP&A teams use most while enforcing organization-wide consistency in planning, analysis and forecasting.
Course ID: FPAM
FP&A Mastery
Learning Objectives
Upon completion of this course participants will be able to:
- Apply intermediate-to-advanced techniques in modern FP&A
- Identify what deficiencies exist in their organizations and what to do to address them
- Effectively develop an FP&A function and role
- Build a stronger FP&A culture
Major Topics
- Modeling standards and key functionality
- Business and financial modeling best practice
- Data visualization, presentation and storytelling
- Dynamic business modeling
- Monitoring variances and versions
- Dynamic charts and graphs
- Data consolidation
- Scenarios and sensitivities
- Model automation using VBA macros and add-Ins
- Enhancing model usability and interface
- Getting to answers without modeling
- Forecasting, projecting, and budgeting
- Planning for capital expenditures and project forecasting
- Fundamentals of the financial statements and financial reporting
- Strategic financial planning and analysis
Who Should Attend
High-potentials in finance, FP&A practitioners, CFOs, investors, new FP&A analysts, aspiring FP&A professionals, non-financial business partners, financial team leaders
Fields of Study
Finance, AccountingPrerequisites
Participants should possess intermediate financial acumen, a general understanding of Microsoft Excel or Google Sheets, and be familiar with general business concepts.