Creating an Annual Operating Plan is an incredibly important process for a business. This course will teach you how to set up and execute a great budgeting process!
This Budgeting / AOP (Annual Operating Plan) course is designed for finance / FP&A professionals. First, we will cover the basics like what an AOP is and why companies do an annual planning process. Then we will go through how you set-up templates, collect & consolidate information, what is needed for each piece of the budget process (sales planning, cost budget, cap-ex, SG&A, etc). Next, we go through taking all the elements of the AOP and turning into financial statements and a C-suite/Investor level presentation. By the end of the course, you will be able to build a world-class budget & facilitate a full annual planning process.
By the end of this course, you’ll be able to:
Estimated time to complete: 4 – 5 hours
Field of study: Financial Budgeting
Prerequisites: You should have a basic knowledge of the financial statements and a basic knowledge of Microsoft Excel (vlookup, pivot tables, sum, sumif). If you do not, we recommend taking our “Financial Statement Analysis” course and/or our “Microsoft Excel Bootcamp”