FP&A Operating System

Who is this course for?

✅ Finance professionals looking to streamline FP&A processes
✅ Analysts and controllers aiming to improve budgeting & forecasting
✅ CFOs and business leaders seeking better financial insights

What You Will Learn?

📊 How to build a structured and automated FP&A process
📈 Advanced budgeting, forecasting, and reporting techniques
📑 Practical application using ready-to-use Excel templates

What is the Course Format?

🎥 3.5 hours of step-by-step video lessons
📂 27 structured lessons across 6 modules
📜 Certificate upon completion

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Module 1: SETTING THE FP&A FRAME

What you will learn:

How to align financial plans with corporate strategy.
Understand the difference between strategic and operational objectives.
Define and measure KPIs that align with business goals.
Build a financial model that measures key outcomes and impacts business results.

What is included:

4 video lessons
Examples of goals settings for 10+ industries
Infographics, tutorials and Excel sheets

Module 2: DATA MANAGEMENT

What you will learn:

Learn how to design and standardize your chart of accounts for better financial reporting
Master the process of importing and adjusting raw data for accurate reporting
Set up date ranges and periods to ensure consistency across reports

What is included:

3 video lessons
Raw data examples with Excel functions linked to the final reporting
CoA and Data Excel sheets for reporting purposes

Module 3: ACTUAL REPORTING

What you will learn:

Design financial statements that reflect key business functions
Create comparative reports to assess trends
Analyze financial statements to uncover trends and opportunities
Use ratios to evaluate financial health

What is included:

6 video lessons
Excel sheets with financial statement layouts
Three statements model in Excel with all Excel formulas needed for modeling
Ratio calculator and ration analysis models
Additional Excel sheets and infographics for financial reporting

Module 4: FORECASTING

What you will learn:

Learn how to set up a rolling forecast model
Analyze historical data to identify patterns and trends
Define key assumptions for accurate forecasting
Forecast income statements, balance sheets, and cash flow statements

What is included:

4 video lessons
Forecasting model in excel sheets, including setting up of forecasting drivers and assumptions
Reporting and summary sheet connecting with forecasting figures.
Additional forecasting related excel sheets and infographics, like working capital, debt, capex, headcount, payroll, and others

Module 5: BUDGETING

What you will learn:

Understand the budgeting process and key timelines
Build a budgeting model that aligns with financial reporting
Gather detailed input from departments for accurate budgeting
Set financial goals from a strategic perspective and allocate resources accordingly
Identify and reconcile gaps between departmental and leadership budgets

What is included:

5 video lessons
Top-down budgeting model in Excel sheets, including setting up of forecasting drivers and assumptions
Departmental budgets Excel model with templates to be provided across departments
Budgeting gap analysis Excel sheet analyzing differences between top-down and bottom-up budgeting
Dashboards and board reporting sheets connecting with budgeting figures
Additional budgeting resources, templates, infographics and more

Module 6: MANAGERIAL INSIGHTS

What you will learn:

Design reports that provide actionable insights for management
Identify and explain deviations from budget and forecasts
Use charts and graphs to simplify complex data
Create dashboards that highlight KPIs
Prepare concise summaries to leadership
Turn data into actionable recommendations

What is included:

6 video lessons
Comprehensive reports in Excel, MoM, YTD, TTM, full year forecasting
Dashboards modeling
Executive summary builder
Graphs and data visualization for better management decisions

Customer Reviews

Pricing notes

Investing in your career is a decision that can yield exponential returns, and this course is designed to be a game-changer!

VAT note: The price is exclusive of VAT (Gumroad will have to charge VAT in some countries).

Want reimbursement from your employer? Many employers recognize the value of upskilling their workforce and offer educational reimbursements.

About me

Hi, I am Bojan,

As the Founding Partner and CEO of WTS Tax and Finance, with 17+ Years in the consulting industry, I have overseen a consulting firm specializing in a wide range of financial services, including valuations, M&A, IFRS advisory, tax compliance, CFO services, and transfer pricing. Holding a Master’s degree in Economics from the Faculty of Economics, University of Belgrade, and having completed specialist studies on transfer pricing at the Faculty of Law, University of Belgrade, I have acquired professional expertise through active involvement at international tax and finance conferences in world’s leading countries.

Over the years, I have achieved significant milestones, including the successful completion of 350+ finance, tax, and accounting projects, with notable clients such as Heineken, Mercedes Benz, Adecco, Siemens, Leoni, Ametek, and Airbus.

Furthermore, my team has processed transactions totaling $2 billion in the last decade, encompassing valuations, M&As, due diligence, and IFRS advisory. I have also cultivated a team of 20 exceptional professionals to support these endeavors.

Resume:

Senior Partner in international finance and tax firm WTS
17+ Years in consulting industry
Expertise: Corporate finance, IFRS, Valuations, M&A
Main clients: Heineken, Mercedes Benz, Adecco, New Yorker, Continental, Siemens

Education and professional development

Master’s degree in Economics, Faculty of Economics, University of Belgrade
Specialist studies on transfer pricing, Faculty of Law, University of Belgrade
Acquires professional expertise through active involvement at international tax and finance conferences in world’s leading countries (USA, Germany, Singapore)
135.000 followers on LinkedIn and other media

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