FP&A Analyst

About Course

The FP&A (Financial Planning & Analysis) Analyst Course at Skill Brook is designed to develop practical skills in financial planning, budgeting, forecasting, financial modelling, variance analysis, profitability analysis, Advanced Excel, MIS reporting, and business performance management. This industry-oriented program provides hands-on training through real-world financial scenarios, practical projects, and case studies, preparing learners for careers in FP&A, corporate finance, financial analysis, and strategic business decision-making.

Course Content

1: Fundamentals of FP&A
Introduction to Financial Planning & Analysis Roles and Responsibilities of an FP&A Analyst FP&A Process and Corporate Finance Functions Financial Accounting and Management Accounting Basics Understanding Financial Statements Financial Planning and Business Strategy Key Financial Metrics and KPIs FP&A Tools and Industry Best Practices

2: Financial Statement Analysis
Balance Sheet Analysis Profit and Loss Statement Analysis Cash Flow Statement Analysis Comparative Financial Statements Horizontal and Vertical Analysis Financial Ratio Analysis Revenue, Cost and Profitability Analysis Financial Performance Interpretation

3: Budgeting & Financial Planning
Introduction to Corporate Budgeting Annual Operating Budget Preparation Revenue and Sales Budgeting Operating Expense (OPEX) Budgeting Capital Expenditure (CAPEX) Budgeting Department and Cost Centre Budgets Fixed, Flexible and Zero-Based Budgeting Budget Consolidation and Management Approval

4: Financial Forecasting
Introduction to Financial Forecasting Revenue Forecasting Techniques Cost and Expense Forecasting Headcount and Payroll Forecasting Cash Flow Forecasting Rolling Forecasts and Reforecasting Driver-Based Financial Forecasting Forecast Accuracy and Performance Review

5: Advanced Excel for FP&A
Advanced Excel Formulas and Functions SUMIFS, COUNTIFS, IF and XLOOKUP INDEX-MATCH and Dynamic Arrays Pivot Tables and Pivot Charts Power Query and Financial Data Cleaning Excel-Based Budgeting and Forecasting Models Scenario and Sensitivity Analysis Automated Financial Reports and Dashboards

6: Financial Modelling
Introduction to Financial Modelling Financial Model Structure and Best Practices Revenue and Cost Driver Modelling Three-Statement Financial Modelling Profit and Loss Forecasting Models Balance Sheet and Cash Flow Projections Scenario Planning and Sensitivity Analysis Financial Model Validation and Error Checking

7: Budget vs. Actual & Variance Analysis
Introduction to Variance Analysis Budget vs. Actual Reporting Revenue Variance Analysis Cost and Expense Variance Analysis Price and Volume Variance Analysis Headcount and Payroll Variance Analysis Root Cause Analysis of Financial Variances Variance Reporting and Management Commentary

8: MIS Reporting & Financial Dashboards
Introduction to Management Information Systems Daily, Weekly and Monthly MIS Reports Revenue and Expense MIS Budget vs. Actual MIS Reporting Financial KPI Tracking Excel-Based Financial Dashboards Data Visualization and Trend Analysis Management Reporting and Presentations

9: Profitability & Business Performance Analysis
Revenue and Sales Performance Analysis Gross Profit and Operating Margin Analysis Product and Customer Profitability Department and Business Unit Performance Cost Optimization and Efficiency Analysis Break-Even and Contribution Margin Analysis Business Performance KPIs Financial Recommendations for Management

10: Cash Flow & Working Capital Planning
Cash Flow Statement Analysis Cash Flow Forecasting and Planning Accounts Receivable Analysis Accounts Payable Analysis Inventory and Working Capital Management Cash Conversion Cycle Analysis Liquidity and Financial Risk Assessment Working Capital Optimization Strategies

11: Strategic FP&A & Business Partnering
Strategic Financial Planning Long-Term Financial Forecasting Scenario and What-If Analysis Business Case Evaluation Capital Investment Analysis Financial Risk and Opportunity Assessment Stakeholder Communication and Business Partnering Strategic Financial Decision Support

12: Practical Training & Industry Projects
Annual Budget Preparation Project Monthly Budget vs. Actual Analysis Revenue and Expense Forecasting Model Three-Statement Financial Modelling Project Advanced Excel FP&A Dashboard Financial KPI and MIS Reporting Project Profitability and Cost Optimization Case Study Cash Flow Forecasting Project Management Financial Presentation Final FP&A Assessment and Project Review

About Course

What Will You Learn?

Course Content

2: Financial Statement Analysis Balance Sheet Analysis Profit and Loss Statement Analysis Cash Flow Statement Analysis Comparative Financial Statements Horizontal and Vertical Analysis Financial Ratio Analysis Revenue, Cost and Profitability Analysis Financial Performance Interpretation

4: Financial Forecasting Introduction to Financial Forecasting Revenue Forecasting Techniques Cost and Expense Forecasting Headcount and Payroll Forecasting Cash Flow Forecasting Rolling Forecasts and Reforecasting Driver-Based Financial Forecasting Forecast Accuracy and Performance Review

2: Financial Statement Analysis
Balance Sheet Analysis Profit and Loss Statement Analysis Cash Flow Statement Analysis Comparative Financial Statements Horizontal and Vertical Analysis Financial Ratio Analysis Revenue, Cost and Profitability Analysis Financial Performance Interpretation

4: Financial Forecasting
Introduction to Financial Forecasting Revenue Forecasting Techniques Cost and Expense Forecasting Headcount and Payroll Forecasting Cash Flow Forecasting Rolling Forecasts and Reforecasting Driver-Based Financial Forecasting Forecast Accuracy and Performance Review