FP&A: Building a Company's Budget

with Antoniya Baltova

The FP&A course will guide you through the process of financial planning and analysis, including budgeting, forecasting, and performance measurement. Throughout thе lessons, you will work on real-world case studies that will help you apply your new skills in a practical setting.

4 hours 38 lessons
Start course
38 High Quality Lessons
3 Practical Tasks
4 Hours of Content
Certificate of Achievement

Course Overview

Financial Planning and Analysis (FP&A) teams play a crucial role in business operations. FP&A analysts help with financial planning, budgeting, and forecasting. They analyze historical financial data and prepare projections under various scenarios to facilitate data-driven decision-making. The Financial Planning and Analysis (FP&A) function is distinct from accounting as it is increasingly forward-looking. It focuses on the drivers of financial results and on what and why is likely to happen in the future. This FP&A course will guide you through the core principles of financial planning and analysis and help you understand the complete budget preparation process. We touch on several topics, including basic accounting transactions, core financial statements, revenue and expense forecasting, working capital planning and estimation, fixed assets roll forward, cash flow calculation, and more. We discuss why firms need to prepare Annual Business Plans (ABP), the difference between budgeting and forecasting, the main techniques used in financial planning, and who is involved in the preparation and sign-off of the ABP. These are crucial skills that help FP&A professionals identify cost-saving, revenue generation, and investment opportunities in the companies and industries they work for. We complete the FP&A course with a practical example of preparing a complete budget model from scratch in Excel. Enhance your finance career by joining the thousands of professionals who have already completed this course. Sign up now to master the art of financial planning and analysis!

Topics covered

BudgetingExcelfinancial analysisFinancial ModelingForecasting

What You'll Learn

This Financial Planning and Analysis Course covers the basic theory that every FP&A analyst needs to know and teaches you how to apply it in practice using real-world examples. By the end of the course, you will:

Understand the major elements in the core financial statements (assets, liabilities, equity, revenue, and expenses)
Learn the basics of budget preparation, what a Master Budget is, and the major approaches to budgeting
Build a comprehensive Budget Model in Excel
Make revenue and various expense predictions (payroll, SG&A, production costs, and overheads)
Forecast current and non-current assets and liabilities of a fictitious company
Learn how to prepare Budgeted Financial Statements in Excel—Income Statement, Balance Sheet, and Cash Flow Statement


Student feedback


403 ratings
5 stars
360 (89%)
4 stars
37 (9%)
3 stars
3 (1%)
2 stars
1 (0%)
1 star
2 (0%)
Filter by rating
  • 5 stars
  • 4 stars
  • 3 stars
  • 2 stars
  • 1 stars
  • Newest
  • Oldest
Best Course provided by our institute in finance sector this course helping to getting a job and as also knowledge also..
Full Scenario based course with every details explained. I enjoyed this course and I am happy that I took it
This is an amazing course! I recommend this course to anyone that wants to jumpstart their career in FP&A
This course is quite helpful and impactful. It clearly and concisely explains key concepts and process
I am learning new insights and refreshing existing ones. The content is very clear and outstanding.
  • 1
  • 2
  • 3
  • ...
  • 8
  • ...
  • 14
Antoniya Baltova

“The FP&A team is the linking pin that brings together the past and future performance of a company.”

Antoniya Baltova

Chief Financial Officer at 365

FP&A: Building a Company's Budget

with Antoniya Baltova

Start Course