Management has now become an integral part of operation in a wide range of organizations. Financial analysis, planning and control provides an understanding of the various aspects in an organisation from calculative aspect to other related practices in organisation. The key element of the programme is the focus on practical application of financial models and analysis, which are used to assess strategic and operational positions of the organisation.
This is crucial for organisation in terms of understanding cost reductions and create additional value for companies. You will learn about the financial business environment, strategic planning, management reporting, and decision control support.
This online training seminar on Financial Analysis, Planning & Control is aimed to provide a clear insight of decision-making process, various valuations methods, planning and interpreting financial information.
This OXFORD Management online training course will highlight:
The conceptual backdrop for both the financial and economic dimensions of analysis and decision-making
The nature of financial statements and the key financial tools and techniques in the broader context of how and where they are applied in the assessment of business performance
The projection of financial requirements and analysis of financial information for planning and control
The analysis of investment decisions using time-adjusted measures, taking strategic perspective and dealing with risk and uncertainty
The valuation of businesses and how value may be enhanced through mergers and acquisitions, and restructuring and reorganisations
Develop and monitor specific performance indicators, reporting on trends and identifying causes on unexpected variance
The objectives of this online training seminar are to provide delegates with the necessary tools and techniques to find better answers to questionssuch as:
What is the exact nature and scope of the problems to be analysed, and which specific variables, relationships, and trends are likely to be helpful in analysing specific problems?
How precise an answer is necessary in relation to the importance of the problem itself?
How reliable are the available data, and how is this uncertainty likely to affect the range of results?
Should the outputs of decisions be expressed in cash flow terms, or in terms of accounting profit, to evaluate the financial implications of a decision?
What limitations are inherent in the tools to be applied, and how will these affect the range of results obtained?
How important are qualitative judgments in the context of decision-making, and what is the ranking of their significance?
This online training course will utilize a variety of proven online learning techniques to ensure maximum understanding, comprehension, retention of the information presented. The training course is conducted Online via an Advanced Virtual Learning Platform in the comfort of any location of your choice.
This online training seminar will provide participating delegates:
An understanding of the use of financial statements and tools and techniques of financial analysis that assist managers in support of more informed and therefore better decision-making
An understanding of the links between long and short-term planning, and being able to develop and prepare financial models and operating budgets and the use of Excel models to build financial growth planning models and prepare traditional and activity based budget models
The use of the techniques of budgetary control: development of product standards, flexed budgets, variance analysis and use of the results of variance analysis to improve operational performance
The use of Discounted Cash Flow (DCF) and other appropriate techniques that will support the company in its more effective analysis of capital investment projects
An understanding how corporate value and shareholder value may be increased through the use of appropriate financial strategies, including mergers and acquisitions, and restructuring and reorganisations
The sharing of knowledge gained throughout other divisions and departments of the company
Delegates will develop an understanding of:
The creation of corporate value and shareholder value
Choosing the most appropriate tools and using Excel to develop long-term financial models and budgets
How to analyse and interpret the financial statements: Balance Sheet; Income Statement; Statement of Cash Flows, in order to make more informed and therefore better financial decisions?
How to develop and manage the financial aspects of their role more effectively, enhance their performance, broaden their role, and appreciate how their decision-making may impact on their own department or business unit and the organisation as a whole?
How to improve their self-confidence in dealing with finance and financial professionals?
How to be better placed to liaise effectively with other professionals on financial issues?
This seminar provides an integrated conceptual backdrop both for the financially / economic dimensions of systematic business management and for understanding the nature of financial statements.
Who should attend?
This OXFORD online training seminar is a ‘must’ for:
Financial officers, controllers, and accountants
Treasurers, corporate planning and business development professionals
Sales and marketing professionals
Managers from any other non-financial areas that need or wish to understand the financial aspects of analysis, planning, and control
Middle and junior management as a useful element in their career advancement
All participants will be able to offer their input, based on their individual experiences, and will find the seminar a forum for upgrading and enhancing their understanding of best corporate financial practices in the areas examined.
This online training course is suitable to a wide range of professionals, but will greatly benefit:
Individual with No Basic Finance Backgrounds
Individual with the ambitions to pursue advance courses in Finance
Individual looking to acquire specific skills needed to secure a new role or improve their career prospects
Junior Managers involved in Planning and Forecasting
Managers involved in Financial Decision Makings
The Challenge of Financial Economic Decision-Making
The Practice of Financial / Economic Analysis
The Value-creating Company
Corporate Value and Shareholder Value
A Dynamic Perspective of Business
The Agency Problem and Corporate Governance
What information and data to use?
The Nature of Financial Statements
The Context of Financial Analysis and Decision-making
Assessment of Business Performance
Ratio Analysis and Business Performance
Management’s Point of View
Owners’ Point of View
Lenders’ Point of View
Ratios as a System – Pyramids of Ratios
Integration of Financial Performance Analysis
Economic Value Added (EVA)
Predicting Financial Distress and Z-score Model
Analysis of Investment Decisions
Applying Time-adjusted Measures
Net Present Value (NPV) and Internal Rate of Return (IRR)
Modified Internal Rate of Return (MIRR)
EVA and NPV
Refinements of Investment Analysis
Equivalent Annual Cost (EAC)
Sensitivity Analysis, Scenario Analysis, Simulation, and NPV Break-even
Dealing with Risk and Changing Circumstances
Projection of Financial Requirements
Interrelationship of Financial Projections
Standard Costing and Variance Analysis
Cash Forecasts and Cash Budgets
Dynamics and Growth of the Business System
Financial Growth Plans
Valuation and Business Performance
Managing for Shareholder Value
Shareholder Value Creation in Perspective
Evolution of Value-based Methodologies
Creating Value in Restructuring and Combinations
Financial Strategy in Acquisitions
Business Restructuring and Reorganisations
Management Buy Outs (MBOs) and Management Buy Ins (MBIs)
OXFORD e-Certificate will be provided to delegates who successfully completed the training course
All Training Seminars delivered by Oxford Management by default are eligible for CPE Credit.