Five-day professional program. Approximately 25-30 training hours. Final agenda, language and delivery arrangements are confirmed in the proposal.

Course Overview

Translate finance analysis into useful management recommendations.

This proposed five-day program develops a structured approach through case analysis, facilitated discussion and practical working documents. Participants adapt the learning to their organizational context and produce a final finance business insight pack.

Learning Outcomes

Assess business partnering roles and stakeholder needs.

Evaluate operational drivers and financial questions.

Apply a structured approach to analysis, narrative and recommendation structure.

Develop recommendations for challenging assumptions and influencing decisions.

Prepare and present a finance business insight pack.

Who Should Attend

Finance professionals, budget owners, business analysts and departmental managers.

Relevant professional experience is recommended. Participant responsibilities and prerequisite knowledge are reviewed during scoping.

Training Methodology

Facilitated discussion, worked examples, anonymized case analysis, practical workshops, peer feedback and an applied final assignment.

Learning assessment may include a baseline discussion, review of working documents and a final presentation. Completion requirements are confirmed in the proposal.

Course Tools and Templates

Business partnering roles and stakeholder needs working brief – proposed exercise document.

Operational drivers and financial questions working brief – proposed exercise document.

Analysis, narrative and recommendation structure working brief – proposed exercise document.

Challenging assumptions and influencing decisions working brief – proposed exercise document.

Finance business insight pack – proposed exercise document.

Delivery Requirements

Classroom, live online and in-house formats can be arranged by agreement. Venue, platform, language, timetable, trainer and materials are confirmed in writing.

A laptop may be needed for planning and analytical exercises. Required software, access and prerequisite skills are agreed before delivery.

Course Customization

The proposed five-day agenda can be adapted to the participant group, sector and organizational objectives. Dates, fees, delivery suitability and final activities are confirmed in the written proposal.

Course Outline

Proposed sequence, subject to the agreed training proposal.

Day 1 – Business partnering roles and stakeholder needs

Define the context, assess current practices and identify the key decisions relating to business partnering roles and stakeholder needs.

Practical output: Business partnering roles and stakeholder needs working brief

Day 2 – Operational drivers and financial questions

Interpret sample information, compare suitable approaches and document assumptions for operational drivers and financial questions.

Practical output: Operational drivers and financial questions working brief

Day 3 – Analysis, narrative and recommendation structure

Apply structured tools to an anonymized case and develop recommendations for analysis, narrative and recommendation structure.

Practical output: Analysis, narrative and recommendation structure working brief

Day 4 – Challenging assumptions and influencing decisions

Review responsibilities, risks and follow-up measures through a practical exercise on challenging assumptions and influencing decisions.

Practical output: Challenging assumptions and influencing decisions working brief

Day 5 – Finance partnering simulation

Integrate the course learning into a practical assignment on finance partnering simulation; present recommendations and an implementation roadmap.

Practical output: Finance business insight pack