Price: $3,999.00

Length: 5 Days
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Business Intelligence and Analytics for Financial Planning Professionals, FBI&A Training

Business Intelligence and Analytics for Financial Planning Professionals discusses the changing role of Finance organizations and shift of the focus of Finance practitioners in general and Financial planners in particular from that of  traditional  gatekeeper to that of key decision-makers charged with strategic performance optimization.

Consequently the are expected to partner with the business to improve profitability and optimize the use of business resources.  One of the tools which makes this possible in terms of the breadth of contribution and the level of output is the use of business intelligence  and analytics tools.

Main Topics covered

  • Data Warehousing
  • Data mining
  • Visualization
  • Business Intelligence (BI)
  • Data analytics
  • Big Data
  • Data Fusion

Course Modules

BI and Analytics for Financial Planning and Analysis

  • Fundamentals of Financial Planning and Analysis (FP&A)
  • Financial Planning 101
  • Key Activities
  • Planning, forecasting and budgeting
  • Controlling, variance analysis and scenario analysis
  • Communicating goals and results
  • Decision analysis and support
  • Techniques and Processes
  • Key decision-makers
  • Tools to optimize strategic performance, resource utilization, and profitability
  • Powerful tools for business intelligence (BI)
  • Data Analytics
  • Predictive Analysis
  • Visualization techniques
  • Data Fusion  techniques

Typical Business Intelligence (BI) Applications

  • Business trends, events and performance results
  • Underlying drivers of business events, trends and performance results
  • Reports
  • Standard, pre-formatted information
  • Analysis of Multi-dimensional analyses
  • Fully-automate information slicing and dicing for analysis
  • Scorecards and dashboards
  • Rapid evaluation of business trends, events, and performance results, Advanced analytics
  • Automated applications
  • Predictive analytics
  • Role of Big Data
  • Automated Applications
  • Historical business information
  • Descriptive statistics
  • To predict or simulate future business financial outcomes
  • Alerts
  • Automated financial   process control applications
  • Performance variables
  • Defined KPIs and performance thresholds

 Data Mining and Analytics Applied to Financial

  • Analytics, predictive modeling and data mining in the finance
  • Customer analytics
  • Data analytics
  • Model training
  • Testing, verification and evaluation
  • Decision tables and trees
  • Classification and Association rules
  • Bayesian and Ensemble learning
  • Numeric prediction
  • Clustering of Data
  • Artificial neural networks

Tonex  Management Framework

  • Tools for measuring, monitoring, and  improving business performance
  • Applying and Measuring Results
  • Common, standardized business information for planning, forecasting, budgeting, modeling, and scenario analysis
  • Standard scorecards and dashboards for variance analysis, performance control, and communicating strategic and operational results

Case Studies

Workshops

 

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