The Goals and Roles of the Finance Analyst
The Analytical Work of FP&A
Performance Management: Measure What Matters
The Bank Account Management Lifecycle
The Goals and Roles of the Finance Analyst
As the role of the CFO evolves, so too must the role of the finance analyst evolve to keep pace with the CFO’s changing needs. By developing the skills needed to anticipate the requirements of the CFO and stiving to answer the three whats - What happened? What Does it Mean? What do we do next? the finance analyst positions the CFO and business partners for future success.
Presented by: William Washington III
The Analytical Work of FP&A
Financial analysis is in our title and in our DNA because it is critical to what we deliver: decision support through quantitative methods of thinking through uncertain futures. This session provides a framework to study the sources and uses of capital inside businesses to help determine where the next dollar should be deployed.
12 - 12:40 PM ET
Best Practices in Financial Modeling
A well-constructed financial model can transform assumptions and data about the business into actionable information. There are some basic rules that apply to all models, including spreadsheets, platform and SaaS tools, programming languages like Python, or anything else may come along.
1 - 1:40 PM ET
11 - 11:40 AM ET
Performance Management: Measure What Matters
Finance wields massive influence through the metrics and reporting that people look at, defining how people spend their time based on which activities are scrutinized, the conversations that drives, and how risk averse or risk seeking the organization is. The performance management process can accelerate or inhibit agility and efficiency; this session describes the attributes and framework for setting up and maintaining an effective KPIs and reporting.
2 - 2:40 PM ET
Presented by: Ian Schnoor
Presented by: Jeremy Pawlak, FPAC
Presented by: Geetanjali Tandon
Global Chief Financial Officer - Baker McKenzie
Managing Director, Strategic FP&A - Accordion
Moderated by: Bryan Lapidus, FPAC
Director, FP&A Practice - AFP
Moderated by: Scott Corvey, FPAC
Vice President of Finance - Consero Global
Executive Director - Financial Modeling Institute
SVP of Financial Planning & Analysis - Ceridian
Moderated by: Bryan Lapidus, FPAC
Director, FP&A Practice - AFP
Learning Objectives:
Best Practices in Financial Modeling
Sessions covered include:
• Understand what the CFO requires from the role of the finance analyst.
• Understand what skills are required to accel in the finance analyst role.
Learning Objectives:
• Learn how different types of financial analysis give insight to an entity’s financial position, and how they relate to operational analysis.
• Learn quantitative and qualitative techniques to interpret financial data and provide meaningful recommendations and insights for decision-making.
Learning Objectives:
• Learn why modeling is both a communication and a quantification tool.
• Learn the attributes of effective modeling, including dynamic, flexible, intuitive, transparent, and transferable attributes.
Learning Objectives:
• Understand why performance management is essential for value creation.
• Learn how to create performance metrics and reporting that propels the business forward.
• Learn how scenario planning exercises can lead to better business outcomes.
• Learn to develop strategies that fill the gap between goals and forecasts.
Learning Objectives:
Vice President of FP&A, SingleStore
Customer Success Manager, Pigment
Anticipating the Needs of the CFO
ON-DEMAND SESSION - Click here to view.
As the steward of company capital, the CFO is responsible for making informed decisions that impact the organization. The role of FP&A is to provide the analytical rationale to support these decisions. With scenario planning, traditional planning processes are augmented with additional data to create potential futures that address vital questions, such as the financial implications resulting from an acquisition, expansion into a new region and the effects of a hiring freeze. This session looks at a case study of how a practitioner defined scenarios, collaborated with the CFO and business partners to understand potential outcomes, and as a result, accelerated the company's response in an ever-changing business environment.
Presented by: Eric Wong
Moderated by: Greg Stimpson
Anticipating the Needs of the CFO
This on-demand session is pre-recorded. To earn CTP/CCM and/or FPAC credits, complete the accompanying quiz and session evaluation at the conclusion of the recording. On completion you will receive your credits confirmation.