1. Strategic Financial Planning and Alignment
• The role of financial planning in strategic management
• Long-term vs short-term planning frameworks
• Linking organizational strategy to financial goals
• Identifying financial drivers and aligning budgets accordingly

2. Budgeting Fundamentals and Frameworks
• Operating budgets, capital budgets, and cash flow budgets
• Budgeting approaches: incremental, zero-based, activity-based
• Annual budget cycles and processes
• Budget coordination across departments and business units

3. Forecasting Techniques and Scenario Analysis
• Revenue, cost, and cash flow forecasting
• Techniques: trend analysis, moving averages, regression analysis
• Building dynamic forecasting models in Excel
• Scenario planning and sensitivity testing

4. Cost Management and Control Systems
• Understanding cost structures and cost behavior
• Implementing cost control and cost reduction strategies
• Responsibility accounting and cost center management
• Tracking actuals vs. budget and analyzing deviations

5. Performance Measurement Systems
• Introduction to key performance indicators (KPIs)
• Designing performance dashboards and scorecards
• Linking KPIs to financial objectives
• Monitoring and reporting performance data

6. Variance Analysis and Decision Support
• Budget vs. actual variance analysis
• Identifying causes and taking corrective actions
• Utilizing variance data in managerial decision-making
• Presenting insights through financial reporting tools

7. Financial Planning Tools and Excel Applications
• Budget modeling and planning templates in Excel
• Automating budget processes and performance reporting
• Building financial dashboards and visualizations
• Real-life exercises in financial planning using Excel

8. Integrating Planning, Budgeting, and Performance
• Creating a unified framework for financial planning and performance
• Driving accountability through financial metrics
• Aligning individual and team performance with budgetary targets
• Communicating financial plans across the organization

Participants will leave the course with actionable knowledge and advanced financial tools to elevate their financial planning and budgeting practices. The course promotes a structured and data-driven approach to performance measurement, enabling professionals to drive efficiency, improve financial control, and contribute strategically to organizational success.

Mastering Financial Planning, Budgeting and Performance Measurement Training Course in Geneva

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