Financial Planning & Analysis

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Financial planning and analysis (FPA) is the process of compiling and analyzing an organization's long-term financial strategy.

It is the process of preparing a budget based on information about expenses and income. In organisations, assets and liabilities are also considered in the process of financial planning. Implementing the budget, tracking progress, and documenting results are also considered part of financial planning.

Financial analysis uses the output of financial planning to assess profitability, liquidity, solvency, and stability for organizations. It also helps companies make decisions about business strategies.

In addition to creating an organization's extended financial plan, FP&A departments also generate management reports, analyze financial trends, calculate the monetary effects of potential business decisions and advise the management.

A career in Financial Planning and Analysis involves helping an organisation to gather, analyse and organize financial information. This is considered as one of the most desirable finance jobs because they provide access to the overall picture, the vision and the major issues that determine value in an organization. You will get the opportunity to see how decisions are made in an organization.

At the entry level, you would work as a financial planning manager and your work would focus on collecting data, putting together presentations, talking to members of the organization to understand a problem. As you advance you will have the opportunity to head the department and also work as an internal management consultants helping the organisation in making important financial decisions.

Full Time Programmes

Post Graduate Level
Professional Programme in Business Management with specializations in Finance

Undergraduate Level
Professional Programme in Business Management with specializations in Finance (Integrated)

Programmes for Working Professionals
  • Proficient Level Certificate inFinance
  • Specialist Level Certification in Finance - specialization in Financial Services
Deliverables             Content
Business EconomicsMicro and macro Economics, Business policy and Strategic Management, Theory of Consumer behaviour, laws of demand and supply, the firm and its objectives
Financial ManagementUnderstand the role of financial management and policies, business functions of a manufacturing and services undertaking, key financial decisions.
Business PlanningConcept of 3 and 5 year planning, concept of operational and sales plan including market forecast, production plan, sourcing plan and how various operations are inter-linked and aligned with the long term business plan.
Budgetary controlmeaning and objectives of budget and budgetary control, essentials of effective budgeting, types of budget and budget vs actual
Management AccountingScope and nature of management accounting, relationship of cost accounting, financial accounting, management accounting and financial management. Tools and techniques of management accounting
Costing and Application of various cost concepts Scope of costing, concept of cost, cost centre, methods and techniques of costing, classification of costs, evaluation of cost – material, labour and overheads, concept and utilization of labour, calculation of labour cost, types of overheads, classification, allocation, allotment, absorption techniques of overheads.
Cost Control and Management Techniques Emerging trends in global business environment, management of cost, total quality management, activity based costing and application of various cost concepts in strategic management decision making.
Contract Structuring and Negotiation Definition and essential features of a contract, structure and terms, service level agreements, execution and termination of contracts, understanding of legal deeds and documents like notice, memorandum, partnership deed, power of attorney and affidavit, etc.
Investment Decision making Purpose, objective and process of investment decisions and evaluation of different types of project. New line of business, expansion of current product, backward/forward integration and application of effective financial management.
Capital Budgeting Concept and process of capital budgeting, feasibility analysis, managing risk and uncertainty in capital budgeting, evaluation criteria under discounted and non-discounted cash flow approaches. Evaluate various investment decisions using appropriate tools and techniques and apply them to day to day business decisions.
Corporate Financial Reporting Attributes of good corporate financial reporting for performance analysis, understanding profit & loss items, reviewing the balance sheet, variance analysis, non- performing asset analysis, identifying the cause and taking appropriate action.
Financial Analysis Analysis of balance sheet, apply appropriate measures for executing and evaluating the financial results to support managerial decision-making and setting strategies.
Employer's Council Members
Mr. Amit Kumar GoelAsst Vice President, Citibank
Mr. Anand SankheCorporate Finance and Investment Banking, PricewaterhouseCoopers Pvt. Ltd.
Mr. Atul VarmaAdvisor, ARCIL
Mr. Behram SabawalaChief Finance Officer, UPBG & EPBG Division, Voltas Ltd.
Mr. G. ShivkumarHead Financial Controlling, ACC Ltd.
Mr. Ganesh GanapathyCFO Global, Essel Propack
Mr. Gaurang ShahManaging Director, Kotak Mahindra Old Mutual Life Insurance Ltd.
Mr. Manek KalyaniwalaExecutive Vice President(Finance) and CFO, Blue Star Ltd.
Mr. Milan GanatraAsst Vice President, Citibank
Mr. Mohit AgarwalFinance Manager(West), ITC Ltd.
Mr. Moni Rajput Cluster Head, Barclays Finance
Mr. Mukul GulatiManaging Director, Zephyr Peacock
Mr. Pradeep GaitondeSenior General Manager, Corporate Finance, Tata Consultancy Services Ltd.
Mr. R.GovindanGeneral Manager, Corporate Finance, Larsen & Tourbro Ltd.
Mr. S. KrishnanChief Finance Officer, Siemens Ltd.
Mr. S.RanganathanHead Research, LKP Securities Ltd.
Mr. Sandeep BatraDirector, Finance, Pidilite Industries
Mr. Sankalp MishraVice President IndiaBulls
Mr. Vivek GuptaPartner, BMR & Associates
Mr. P.K. ShrivastavBusiness Head (BOP) KEC RPG Group
Mr. Siva Rama KrishnanExecutive Director - PWC
Mr. Deeptan ChakravortyHead Investment Advisory Services, Standard Chartered
Mr. Vishal DixitVice President, Zypher