The TACTIC Path to FP&A Excellence
Our approach begins with a comprehensive assessment of your teams, considering the critical pillars of FP&A: excellence in technology and processes. Based on this evaluation, we custom-design a strategic plan with short-term, mid-term, and long-term objectives to optimally position your teams to propel the organization ahead. The tailored training program may include:
- Gain a deep understanding of the company's financial landscape by mastering the foundational financial model and the intricacies of the three key financial statements.
- Mastery of FP&A technologies and software platforms
- Enhancement of team dynamics and leadership skills
- Advanced techniques in performance measurement and analysis
- Development of critical soft skills, such as effective communication and decision-making
- Develop a holistic view of how decisions affect the organization's financial health, learning to evaluate impacts across the entire financial spectrum rather than in isolated segments.
This holistic approach ensures that your teams are not only proficient in technical aspects but also excel in the interpersonal and strategic competencies required to drive your organization to new heights.
Corporate Programs on Demand
Strategic Budgeting & Forecasting
Master the art of strategic budgeting and forecasting to steer your company towards its financial goals. This course emphasizes practical approaches to predict financial outcomes, manage resources effectively, and align financial plans with business strategy. Suitable for FP&A professionals focused on enhancing their strategic planning capabilities.
The Tactic Financial Modeling
This course offers a comprehensive overview of building financial models, focusing on the principles and practices essential for constructing accurate and effective financial forecasts. Learn how to use the 3-statement model to acquire business acumen.
The Tactic Financial Modeling - Advanced
Elevate your financial modeling skills with advanced techniques that focus on creating sophisticated and dynamic models. Learn to incorporate scenarios, sensitivities, and risk analysis to make informed decisions. This course is designed for individuals with a basic understanding of financial modeling, aiming to take their skills to the next level.
Financial Modeling for Startups
Tailored for entrepreneurs and startup teams, this course dives into creating dynamic financial models to forecast startup performance, evaluate funding needs, and present to investors. Learn to model cash flows, predict revenues, and manage capital with precision.
Financial Modeling for Decision Making
Learn to create models that serve as powerful tools for business decision-making. This course focuses on building models to analyze financial data, assess risks, and forecast future financial scenarios, aiding strategic planning and investment decisions. Suitable for finance professionals involved in strategic planning and analysis.
Valuation Modeling Workshop
Master the art of company valuation with this hands-on workshop. Focused on practical applications, it teaches various valuation methods, including DCF (Discounted Cash Flow), comparables, and precedent transactions, providing the skills to assess investment opportunities and company value accurately.
Data Analysis for Finance Professionals
Unlock the power of data in financial decision-making. Learn to analyze financial data using statistical tools and techniques to derive actionable insights. This course is perfect for finance professionals looking to enhance their analytical skills and leverage data for strategic advantage.