FINANCIAL ANALYSIS, PLANNING & CONTROL
“Enhancing Strategic Decision-Making through Financial Insight and Performance Management”
Course Schedule
| Date | Venue | Fees (Face-to-Face) |
|---|---|---|
| 25 – 27 Feb 2025 | Muscat, Oman | USD 2495 per delegate |
Course Introduction
In today’s competitive business environment, financial acumen is essential for leaders, analysts, and functional managers who are responsible for driving performance and profitability. The ability to interpret financial data, plan for growth, and maintain control over operational costs is fundamental to strategic decision-making.
This three-day course equips participants with practical tools and techniques to analyze financial statements, assess organizational performance, develop budgets, and implement effective control systems. It emphasizes actionable insights, cross-functional collaboration, and the strategic use of financial planning for operational success.
Course Objectives
By the end of this course, participants will be able to:
• Analyze and interpret financial statements to evaluate business performance
• Apply ratio analysis, trend evaluation, and benchmarking techniques
• Develop financial plans and budgets aligned with strategic objectives
• Implement effective internal controls and variance analysis processes
• Use financial data to support strategic and operational decision-making
Key Benefits of Attending
• Enhance your ability to read and use financial information with confidence
• Gain hands-on experience in budgeting and financial control techniques
• Improve your ability to manage performance and control costs
• Support your organization in meeting financial and strategic goals
• Learn how to turn financial analysis into business value
Intended Audience
This program is designed for:
• Financial analysts, accountants, and controllers
• Department managers and business unit heads
• Budget officers and planning specialists
• Operations and project managers involved in financial oversight
• Any professional responsible for financial performance and planning
Individual Benefits
Key competencies that will be developed include:
• Financial statement interpretation and analysis
• Planning and budgeting for cost centers or projects
• Variance and performance reporting
• Strategic use of KPIs and dashboards
• Financial risk awareness and cost control practices
Organization Benefits
Upon completing the training course, participants will demonstrate:
• Better alignment between financial targets and operational plans
• Enhanced accountability for departmental budgets and spending
• More accurate forecasting and resource allocation
• Stronger internal controls and cost management culture
• Informed and agile financial decision-making
Instructional Methdology
The course follows a blended learning approach combining theory with practice:
• Strategy Briefings – Core principles of financial analysis and control systems
• Case Studies – Real-life financial challenges and organizational responses
• Workshops – Budgeting, ratio analysis, and variance interpretation
• Peer Exchange – Interactive discussions on planning and reporting experiences
• Tools – Excel templates for forecasting, budgeting, and KPI tracking
Course Outline
Detailed 3-Day Course Outline
Training Hours: 07:30 AM – 3:30 PM
Daily Format: 3–4 Learning Modules | Coffee breaks: 09:30 & 11:15 | Lunch Buffet: 01:00 – 02:00
Day 1: Financial Statement Analysis and Business Health
Module 1: Understanding Key Financial Reports (07:30 – 09:30)
• Income statement, balance sheet, and cash flow statement
• Linkages between financial statements
Module 2: Ratio Analysis and Performance Indicators (09:45 – 11:15)
• Liquidity, profitability, efficiency, and solvency ratios
• Trend and comparative analysis
Module 3: Cash Flow and Working Capital Management (11:30 – 01:00)
• Cash flow cycle and liquidity control
• Optimizing inventory, receivables, and payables
Module 4: Workshop – Interpret Financial Statements (02:00 – 03:30)
Day 2: Planning, Forecasting, and Budgeting
Module 1: Strategic Planning and Financial Forecasting (07:30 – 09:30)
• Planning horizons, drivers, and modeling assumptions
Module 2: Budgeting Techniques and Best Practices (09:45 – 11:15)
• Fixed, flexible, and zero-based budgeting
• Budget cycle and communication
Module 3: Rolling Forecasts and Variance Analysis (11:30 – 01:00)
• Forecast updates, budget vs actuals, variance interpretation
Module 4: Workshop – Build a Departmental Budget (02:00 – 03:30)
Day 3: Control, Decision Support & Financial Communication
Module 1: Internal Control Systems and Cost Monitoring (07:30 – 09:30)
• Risk mitigation, checks and balances, approval procedures
Module 2: Using Financial Information for Decisions (09:45 – 11:15)
• Breakeven analysis, contribution margin, and investment decisions
Module 3: KPIs, Dashboards, and Reporting Tools (11:30 – 01:00)
• Visualizing and communicating performance data
Module 4: Certification and Wrap-Up (02:00 – 03:30)
• Final Q&A, summary, and certificate distribution
Certification
Participants will receive a Certificate of Completion in Financial Analysis, Planning & Control, validating their skills in evaluating financial performance, planning for growth, and implementing control measures that support sustainable business success.