IIRF Online > Finance & Accounting > Financial Modeling & Analysis > Financial Planning > Financial Planning & Analysis: Building a Company's Budget
Financial Planning & Analysis: Building a Company's Budget by Udemy
Learn the Fundamentals of Financial Planning and Position Your Career for Success!
Course Highlights
- Prepare a Company's Budget from Scratch
- Learn to differentiate between Top-Down and Bottom-up Techniques
- Prepare the Revenue Budget of a Company
- Project a Company's Planned Level of Production
- Calculate Net Cash Flow
- Project Various Types of Expenditures
- Estimate Working Capital Needs
- Carry out a Fixed Asset Rollforward
- Build an Integrated Financial Model
- Learn to Build Financial Statements in Excel
Skills you will learn!
Curriculum
1 Topic
Course Introduction. What does the Course cover?
1 Topic
What is a budget and why do we need it?
8 Topics
Major Financial Statements
Understanding the Income Statement
Understanding the Balance Sheet
Cash vs. Profit
Understanding the Cash Flow Statement
Direct vs. Indirect Method
Major Interrelatioships between the Financial Statements
The Accounting Framework
12 Topics
The Importance of Budgeting
Completing 33% of the Course
Key Steps in Budget Preparation
The Budget Horizon
Budgeting Levels of Detail
Budgeting Approaches
Updating the Budget
Who prepares the Budget?
The Master Budget
The Budget Sign-off
Mechanics of the Budgeting Process
Completing 50% of the Course
15 Topics
Company Overview
Calculating Revenue - The Bottom-up Approach
Calculating Revenue - The Top-down Approach
Understanding COGS Calculation
Calculating Volume of Production
Direct Materials and Direct Labor
Production Overheads
Cost of Goods Sold (COGS) Summary
The Payroll Budget
The SG&A Budget
Balance Sheet Items - Overview
The Cash Conversion Cycle
The Working Capital Budget
The Fixed Assets Budget
Loan Repayment Schedule
5 Topics
The Budgeted Income Statement
The Budgeted Balance Sheet
The Budgeted Cash Flow Statement
Presenting the Results
Course notes
2 Topics
Course Challenge - 99 Agency
Completing 100% of the Course
1 Topic
Who Does What in Finance?
Financial Planning & Analysis: Building a Company's Budget
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